Kohmann Bosshard Financial Services, LLC Buys SPDR Dow Jones Industrial Average, Vanguard Total Stock Market, Xtrackers USD High Yield Corporate Bond, Sells Vanguard Total Bond Market ETF, Celgene Corp

Investment company Kohmann Bosshard Financial Services, LLC buys SPDR Dow Jones Industrial Average, Vanguard Total Stock Market, Xtrackers USD High Yield Corporate Bond, Invesco Senior Loan, Vanguard Extended Market, Invesco Fundamental High Yield Corporate Bond, iShares Core U.S. Aggregate Bond, Vanguard FTSE Emerging Markets, Vanguard FTSE All World Ex US, Vanguard FTSE Developed Markets, sells Vanguard Total Bond Market ETF, Celgene Corp during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Kohmann Bosshard Financial Services, LLC. As of 2018-09-30, Kohmann Bosshard Financial Services, LLC owns 96 stocks with a total value of $203 million. These are the details of the buys and sells.

For the details of Kohmann Bosshard Financial Services, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Kohmann+Bosshard+Financial+Services%2C+LLC

These are the top 5 holdings of Kohmann Bosshard Financial Services, LLC
  1. Schwab US Aggregate Bond (SCHZ) - 408,848 shares, 10.14% of the total portfolio. Shares added by 12.05%
  2. Schwab U.S. Large-Cap (SCHX) - 260,586 shares, 8.95% of the total portfolio. Shares added by 3.10%
  3. Schwab International Equity (SCHF) - 475,859 shares, 7.88% of the total portfolio. Shares added by 6.51%
  4. Schwab U.S. Small-Cap (SCHA) - 147,380 shares, 5.54% of the total portfolio. Shares added by 8.88%
  5. Vanguard Div Appreciation (VIG) - 97,476 shares, 5.33% of the total portfolio. Shares added by 12.35%
New Purchase: SPDR Dow Jones Industrial Average (DIA)

Kohmann Bosshard Financial Services, LLC initiated holding in SPDR Dow Jones Industrial Average. The purchase prices were between $241.66 and $267.12, with an estimated average price of $255.81. The stock is now traded at around $265.63. The impact to a portfolio due to this purchase was 2.79%. The holding were 21,365 shares as of 2018-09-30.

New Purchase: Invesco Senior Loan (BKLN)

Kohmann Bosshard Financial Services, LLC initiated holding in Invesco Senior Loan. The purchase prices were between $22.92 and $23.19, with an estimated average price of $23.06. The stock is now traded at around $23.19. The impact to a portfolio due to this purchase was 0.37%. The holding were 31,974 shares as of 2018-09-30.

New Purchase: Invesco Fundamental High Yield Corporate Bond (PHB)

Kohmann Bosshard Financial Services, LLC initiated holding in Invesco Fundamental High Yield Corporate Bond. The purchase prices were between $18.31 and $18.57, with an estimated average price of $18.49. The stock is now traded at around $18.45. The impact to a portfolio due to this purchase was 0.16%. The holding were 17,146 shares as of 2018-09-30.

New Purchase: iShares Core U.S. Aggregate Bond (AGG)

Kohmann Bosshard Financial Services, LLC initiated holding in iShares Core U.S. Aggregate Bond. The purchase prices were between $105.24 and $106.73, with an estimated average price of $106.08. The stock is now traded at around $104.56. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,055 shares as of 2018-09-30.

New Purchase: Curtiss-Wright Corp (CW)

Kohmann Bosshard Financial Services, LLC initiated holding in Curtiss-Wright Corp. The purchase prices were between $118.99 and $140.25, with an estimated average price of $131.18. The stock is now traded at around $134.72. The impact to a portfolio due to this purchase was 0.05%. The holding were 776 shares as of 2018-09-30.

New Purchase: iShares MSCI Canada Index Fund (EWC)

Kohmann Bosshard Financial Services, LLC initiated holding in iShares MSCI Canada Index Fund. The purchase prices were between $28.13 and $29.34, with an estimated average price of $28.83. The stock is now traded at around $28.70. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,800 shares as of 2018-09-30.

Added: Vanguard Total Stock Market (VTI)

Kohmann Bosshard Financial Services, LLC added to a holding in Vanguard Total Stock Market by 49.26%. The purchase prices were between $140.41 and $151.31, with an estimated average price of $147.11. The stock is now traded at around $148.59. The impact to a portfolio due to this purchase was 0.49%. The holding were 19,861 shares as of 2018-09-30.

Added: Xtrackers USD High Yield Corporate Bond (HYLB)

Kohmann Bosshard Financial Services, LLC added to a holding in Xtrackers USD High Yield Corporate Bond by 24.15%. The purchase prices were between $48.88 and $49.86, with an estimated average price of $49.55. The stock is now traded at around $49.47. The impact to a portfolio due to this purchase was 0.48%. The holding were 100,248 shares as of 2018-09-30.

Added: Vanguard Extended Market (VXF)

Kohmann Bosshard Financial Services, LLC added to a holding in Vanguard Extended Market by 47.92%. The purchase prices were between $118.38 and $125.16, with an estimated average price of $122.21. The stock is now traded at around $119.67. The impact to a portfolio due to this purchase was 0.27%. The holding were 13,569 shares as of 2018-09-30.

Added: Vanguard FTSE All World Ex US (VEU)

Kohmann Bosshard Financial Services, LLC added to a holding in Vanguard FTSE All World Ex US by 20.10%. The purchase prices were between $50.52 and $53.45, with an estimated average price of $52.12. The stock is now traded at around $50.90. The impact to a portfolio due to this purchase was 0.09%. The holding were 21,783 shares as of 2018-09-30.

Added: Vanguard FTSE Emerging Markets (VWO)

Kohmann Bosshard Financial Services, LLC added to a holding in Vanguard FTSE Emerging Markets by 31.64%. The purchase prices were between $39.98 and $44.11, with an estimated average price of $42.06. The stock is now traded at around $39.40. The impact to a portfolio due to this purchase was 0.09%. The holding were 18,649 shares as of 2018-09-30.

Added: Vanguard FTSE Developed Markets (VEA)

Kohmann Bosshard Financial Services, LLC added to a holding in Vanguard FTSE Developed Markets by 46.86%. The purchase prices were between $41.81 and $43.94, with an estimated average price of $43.1. The stock is now traded at around $42.48. The impact to a portfolio due to this purchase was 0.08%. The holding were 11,314 shares as of 2018-09-30.

Sold Out: Vanguard Total Bond Market ETF (BND)

Kohmann Bosshard Financial Services, LLC sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $78.44 and $79.51, with an estimated average price of $79.05.

Reduced: Celgene Corp (CELG)

Kohmann Bosshard Financial Services, LLC reduced to a holding in Celgene Corp by 20.52%. The sale prices were between $78.65 and $94.45, with an estimated average price of $88.37. The stock is now traded at around $88.25. The impact to a portfolio due to this sale was -0.06%. Kohmann Bosshard Financial Services, LLC still held 4,819 shares as of 2018-09-30.



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