Portfolio (Quarterly)
Guide ↗
DecisionPoint Financial, LLC
· CIK 0001938514| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VT | VANGUARD INTL EQUITY INDEX F | — | 2,083.0 | $294K | 0.07% | NEW | — | $141.03 | +8.2% |
| 42 | JPM | JPMORGAN CHASE & CO. | Financial Services | 808.0 | $260K | 0.06% | NEW | — | $322.25 | -6.7% |
| 43 | VGSH | VANGUARD SCOTTSDALE FDS | — | 4,350.0 | $255K | 0.06% | NEW | — | $58.73 | -1.0% |
| 44 | VO | VANGUARD INDEX FDS | — | 778.0 | $226K | 0.05% | NEW | — | $290.22 | -73.7% |
| 45 | ENSG | ENSIGN GROUP INC | Healthcare | 1,289.0 | $225K | 0.05% | NEW | — | $174.20 | +1.4% |
| 46 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,238.0 | $210K | 0.05% | NEW | — | $49.65 | -12.4% |
| 47 | — | BERKSHIRE HATHAWAY INC DEL | — | 417.0 | $210K | 0.05% | NEW | — | $502.65 | — |
| 48 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 7,725.0 | $209K | 0.05% | NEW | — | $27.10 | -0.5% |
| 49 | GOOG | ALPHABET INC | Communication Services | 603.0 | $189K | 0.04% | NEW | — | $313.99 | +25.2% |
| 50 | SYK | STRYKER CORPORATION | Healthcare | 538.0 | $189K | 0.04% | NEW | — | $351.47 | -10.9% |
| 51 | IWF | ISHARES TR | — | 367.0 | $174K | 0.04% | NEW | — | $473.30 | -74.0% |
| 52 | VGT | VANGUARD WORLD FD | — | 224.0 | $169K | 0.04% | NEW | — | $753.78 | -85.2% |
| 53 | SCHD | SCHWAB STRATEGIC TR | — | 5,858.0 | $161K | 0.04% | NEW | — | $27.43 | +17.0% |
| 54 | COP | CONOCOPHILLIPS | Energy | 1,662.0 | $156K | 0.03% | NEW | — | $93.61 | +33.0% |
| 55 | DEXC | DIMENSIONAL ETF TRUST | — | 2,558.0 | $155K | 0.03% | NEW | — | $60.52 | +24.0% |
| 56 | HD | HOME DEPOT INC | Consumer Cyclical | 427.0 | $147K | 0.03% | NEW | — | $344.10 | -12.9% |
| 57 | SCHA | SCHWAB STRATEGIC TR | — | 5,037.0 | $143K | 0.03% | NEW | — | $28.48 | +12.6% |
| 58 | IEFA | ISHARES TR | — | 1,588.0 | $142K | 0.03% | NEW | — | $89.46 | +6.6% |
| 59 | ORCL | ORACLE CORP | Technology | 688.0 | $134K | 0.03% | NEW | — | $194.91 | -4.3% |
| 60 | IVE | ISHARES TR | — | 573.0 | $122K | 0.03% | NEW | — | $212.07 | +5.8% |
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
Financial Services
55.3%
Technology
23.5%
Consumer Cyclical
8.6%
Industrials
4.4%
Communication Services
3.3%
Healthcare
2.3%
Energy
1.5%
Consumer Defensive
0.4%
Utilities
0.3%
Basic Materials
0.2%