Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | DFSD | DIMENSIONAL ETF TRUST | — | 30,866.0 | $1.5M | 0.82% | +3K | +12.3% | $47.75 | -1.0% |
| 22 | BAI | BLACKROCK ETF TRUST | — | 23,811.0 | $1.3M | 0.70% | +1K | +6.3% | $52.72 | -16.3% |
| 23 | META | META PLATFORMS INC | Communication Services | 2,195.0 | $1.2M | 0.69% | +142.0 | +6.9% | $563.29 | +2.6% |
| 24 | JPM | JPMORGAN CHASE & CO | Financial Services | 3,665.0 | $1.2M | 0.67% | +611.0 | +20.0% | $327.33 | +9.3% |
| 25 | TLH | ISHARES TR | — | 11,171.0 | $1.1M | 0.63% | +2K | +17.0% | $100.35 | -3.0% |
| 26 | TSLA | TESLA INC | Consumer Cyclical | 2,622.0 | $1.1M | 0.62% | +23.0 | +0.9% | $420.60 | -17.1% |
| 27 | MUB | ISHARES TR | — | 8,857.0 | $953K | 0.53% | +158.0 | +1.8% | $107.62 | -2.2% |
| 28 | IBDT | ISHARES TR | — | 33,044.0 | $834K | 0.47% | +5K | +17.9% | $25.25 | -0.3% |
| 29 | IBDS | ISHARES TR | — | 32,496.0 | $787K | 0.44% | +3K | +11.6% | $24.22 | -0.0% |
| 30 | IBDR | ISHARES TR | — | 32,183.0 | $780K | 0.44% | +4K | +14.0% | $24.23 | +0.0% |
| 31 | TIP | ISHARES TR | — | 6,747.0 | $738K | 0.41% | +558.0 | +9.0% | $109.44 | -2.3% |
| 32 | IBDU | ISHARES TR | — | 30,253.0 | $701K | 0.39% | +690.0 | +2.3% | $23.16 | -0.5% |
| 33 | IBDV | ISHARES TR | — | 32,138.0 | $701K | 0.39% | +848.0 | +2.7% | $21.80 | -1.0% |
| 34 | VO | VANGUARD INDEX FDS | — | 8,592.0 | $692K | 0.39% | +6K | +271.1% | $80.57 | +2.4% |
| 35 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 19,915.0 | $663K | 0.37% | +363.0 | +1.9% | $33.29 | +31.9% |
| 36 | IBDX | ISHARES TR | — | 24,903.0 | $627K | 0.35% | +12K | +90.2% | $25.19 | -1.5% |
| 37 | GOVT | ISHARES TR | — | 22,026.0 | $502K | 0.28% | +677.0 | +3.2% | $22.78 | -1.4% |
| 38 | — | UNILEVER PLC | — | 8,273.0 | $497K | 0.28% | +53.0 | +0.6% | $60.12 | — |
| 39 | ITOT | ISHARES TR | — | 2,738.0 | $450K | 0.25% | +295.0 | +12.1% | $164.24 | +2.6% |
| 40 | DEO | DIAGEO PLC | Consumer Defensive | 5,514.0 | $443K | 0.25% | +32.0 | +0.6% | $80.38 | +15.7% |
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
35.7%
Financial Services
16.5%
Consumer Defensive
10.4%
Consumer Cyclical
9.4%
Industrials
9.1%
Healthcare
8.4%
Communication Services
7.7%
Real Estate
1.5%
Energy
0.6%
Basic Materials
0.5%