Portfolio (Quarterly)
Guide ↗
Bosman Wealth Management, LLC
· CIK 0002066260| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | MMM | 3M CO | Industrials | 3,706.0 | $593K | 0.49% | NEW | — | $160.10 | -4.7% |
| 42 | CVX | CHEVRON CORP NEW | Energy | 2,877.0 | $438K | 0.36% | NEW | — | $152.41 | +28.7% |
| 43 | RKLB | ROCKET LAB CORP | Industrials | 5,928.0 | $414K | 0.34% | NEW | — | $69.76 | +88.0% |
| 44 | SMH | VANECK ETF TRUST | — | 981.0 | $353K | 0.29% | NEW | — | $360.13 | +51.0% |
| 45 | FETH | FIDELITY ETHEREUM FD | Financial Services | 11,409.0 | $338K | 0.28% | NEW | — | $29.61 | -28.6% |
| 46 | VRT | VERTIV HOLDINGS CO | Industrials | 1,861.0 | $302K | 0.25% | NEW | — | $162.01 | +109.7% |
| 47 | TOST | TOAST INC | Technology | 7,873.0 | $280K | 0.23% | NEW | — | $35.51 | -36.2% |
| 48 | V | VISA INC | Financial Services | 600.0 | $210K | 0.17% | NEW | — | $350.71 | -5.2% |
| 49 | OSCR | OSCAR HEALTH INC | Healthcare | 13,925.0 | $200K | 0.16% | NEW | — | $14.37 | +76.1% |
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
50.1%
Financial Services
15.7%
Communication Services
13.6%
Consumer Cyclical
8.8%
Utilities
6.5%
Industrials
3.8%
Energy
1.2%
Healthcare
0.2%