Portfolio (Quarterly)
Guide ↗
DecisionPoint Financial, LLC
· CIK 0001938514| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | PH | PARKER-HANNIFIN CORP | Industrials | 136.0 | $120K | 0.03% | NEW | — | $878.96 | -2.2% |
| 62 | DISV | DIMENSIONAL ETF TRUST | — | 2,972.0 | $113K | 0.03% | NEW | — | $38.00 | +10.7% |
| 63 | CLH | CLEAN HARBORS INC | Industrials | 465.0 | $109K | 0.02% | NEW | — | $234.48 | +24.3% |
| 64 | CSCO | CISCO SYS INC | Technology | 1,353.0 | $104K | 0.02% | NEW | — | $77.03 | +48.4% |
| 65 | AESR | TWO RDS SHARED TR | — | 5,841.0 | $99K | 0.02% | NEW | — | $16.95 | +15.3% |
| 66 | SHOP | SHOPIFY INC | Technology | 613.0 | $99K | 0.02% | NEW | — | $160.97 | -34.8% |
| 67 | CVX | CHEVRON CORP NEW | Energy | 636.0 | $97K | 0.02% | NEW | — | $152.41 | +25.5% |
| 68 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 497.0 | $88K | 0.02% | NEW | — | $177.75 | -22.8% |
| 69 | BA | BOEING CO | Industrials | 397.0 | $86K | 0.02% | NEW | — | $217.12 | +2.3% |
| 70 | DFUS | DIMENSIONAL ETF TRUST | — | 1,150.0 | $85K | 0.02% | NEW | — | $74.18 | +8.6% |
| 71 | VXF | VANGUARD INDEX FDS | — | 407.0 | $85K | 0.02% | NEW | — | $209.29 | +8.5% |
| 72 | DFIV | DIMENSIONAL ETF TRUST | — | 1,622.0 | $81K | 0.02% | NEW | — | $49.91 | +11.5% |
| 73 | PSX | PHILLIPS 66 | Energy | 627.0 | $81K | 0.02% | NEW | — | $129.04 | +39.0% |
| 74 | VTIP | VANGUARD MALVERN FDS | — | 1,487.0 | $74K | 0.02% | NEW | — | $49.46 | +1.7% |
| 75 | BSV | VANGUARD BD INDEX FDS | — | 891.0 | $70K | 0.01% | NEW | — | $78.81 | -1.2% |
| 76 | SOUN | SOUNDHOUND AI INC | Technology | 6,781.0 | $68K | 0.01% | NEW | — | $9.97 | -15.2% |
| 77 | IWM | ISHARES TR | — | 267.0 | $66K | 0.01% | NEW | — | $246.16 | +13.7% |
| 78 | BNDW | VANGUARD SCOTTSDALE FDS | — | 939.0 | $65K | 0.01% | NEW | — | $68.74 | -1.3% |
| 79 | XLE | SELECT SECTOR SPDR TR | — | 1,388.0 | $62K | 0.01% | NEW | — | $44.72 | +33.7% |
| 80 | DFEV | DIMENSIONAL ETF TRUST | — | 1,833.0 | $62K | 0.01% | NEW | — | $33.73 | +21.0% |
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%