Portfolio (Quarterly)
Guide ↗
Bosman Wealth Management, LLC
· CIK 0002066260| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 6,917.0 | $255K | 0.22% | -7K | -48.8% | $36.81 | +13.2% |
| 22 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 602.0 | $235K | 0.21% | -12K | -95.2% | $390.41 | +58.5% |
| 23 | OSCR | OSCAR HEALTH INC | Healthcare | 10,965.0 | $126K | 0.11% | -3K | -21.3% | $11.47 | +120.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
47.4%
Communication Services
11.4%
Financial Services
11.3%
Energy
8.4%
Consumer Cyclical
8.1%
Industrials
6.7%
Utilities
5.5%
Basic Materials
1.0%
Healthcare
0.1%