Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 20,721.0 | $14.2M | 8.75% | +4K | +23.1% | $684.93 | +12.9% |
| 2 | SPYG | SPDR SER TR | — | 89,099.0 | $9.5M | 5.86% | +7K | +8.5% | $106.70 | +13.6% |
| 3 | IEFA | ISHARES TR | — | 70,878.0 | $6.3M | 3.91% | +7K | +11.1% | $89.46 | +12.3% |
| 4 | NVDA | NVIDIA CORPORATION | Technology | 25,515.0 | $4.8M | 2.93% | +3K | +13.2% | $186.50 | +16.6% |
| 5 | IEMG | ISHARES INC | — | 67,437.0 | $4.5M | 2.79% | +3K | +5.1% | $67.22 | +21.7% |
| 6 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 56,200.0 | $4.3M | 2.64% | +16K | +39.6% | $76.23 | -11.5% |
| 7 | AGG | ISHARES TR | — | 32,901.0 | $3.3M | 2.03% | +2K | +7.5% | $99.88 | -2.4% |
| 8 | FBND | FIDELITY MERRIMACK STR TR | — | 67,320.0 | $3.1M | 1.91% | +19K | +38.8% | $46.04 | -2.8% |
| 9 | BINC | BLACKROCK ETF TRUST II | — | 52,396.0 | $2.8M | 1.70% | +3K | +5.9% | $52.77 | -1.5% |
| 10 | — | BERKSHIRE HATHAWAY INC DEL | — | 3,883.0 | $2.0M | 1.20% | +41.0 | +1.1% | $502.59 | — |
| 11 | STIP | ISHARES TR | — | 14,782.0 | $1.5M | 0.93% | +1K | +7.6% | $102.39 | -1.7% |
| 12 | XLF | SELECT SECTOR SPDR TR | — | 27,112.0 | $1.5M | 0.92% | +2K | +7.8% | $54.77 | +6.1% |
| 13 | META | META PLATFORMS INC | Communication Services | 2,053.0 | $1.4M | 0.83% | +14.0 | +0.7% | $660.09 | -12.4% |
| 14 | SCHG | SCHWAB STRATEGIC TR | — | 36,522.0 | $1.2M | 0.73% | +392.0 | +1.1% | $32.62 | +9.7% |
| 15 | TSLA | TESLA INC | Consumer Cyclical | 2,599.0 | $1.2M | 0.72% | +66.0 | +2.6% | $449.72 | -22.5% |
| 16 | JNJ | JOHNSON & JOHNSON | Healthcare | 5,128.0 | $1.1M | 0.65% | +33.0 | +0.7% | $206.94 | +29.5% |
| 17 | JPM | JPMORGAN CHASE & CO | Financial Services | 3,054.0 | $984K | 0.61% | +27.0 | +0.9% | $322.22 | +11.0% |
| 18 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 19,552.0 | $971K | 0.60% | +5K | +34.4% | $49.65 | -11.6% |
| 19 | BNL | BROADSTONE NET LEASE INC | Real Estate | 53,022.0 | $921K | 0.57% | +2K | +4.3% | $17.37 | +21.4% |
| 20 | SCHB | SCHWAB STRATEGIC TR | — | 34,833.0 | $914K | 0.56% | +793.0 | +2.3% | $26.23 | +13.2% |
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
31.3%
Financial Services
19.1%
Consumer Cyclical
11.0%
Consumer Defensive
10.2%
Industrials
9.0%
Communication Services
8.4%
Healthcare
7.7%
Real Estate
1.7%
Energy
1.2%
Basic Materials
0.4%