Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | — | ISHARES TR | — | 17,502.0 | $347K | 0.21% | +274.0 | +1.6% | $19.84 | — |
| 42 | — | ISHARES TR | — | 15,827.0 | $347K | 0.21% | +188.0 | +1.2% | $21.95 | — |
| 43 | — | ISHARES TR | — | 16,721.0 | $343K | 0.21% | +7K | +70.2% | $20.52 | — |
| 44 | SCHV | SCHWAB STRATEGIC TR | — | 11,571.0 | $343K | 0.21% | +411.0 | +3.7% | $29.61 | +16.9% |
| 45 | XOM | EXXON MOBIL CORP | Energy | 2,841.0 | $342K | 0.21% | +65.0 | +2.3% | $120.34 | +30.2% |
| 46 | NFLX | NETFLIX INC | Communication Services | 3,610.0 | $338K | 0.21% | +3K | +840.1% | $93.76 | -12.8% |
| 47 | IBDX | ISHARES TR | — | 13,091.0 | $334K | 0.21% | +5K | +61.7% | $25.53 | -2.9% |
| 48 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 362.0 | $318K | 0.20% | +2.0 | +0.6% | $879.00 | +17.6% |
| 49 | TJX | TJX COS INC NEW | Consumer Cyclical | 2,025.0 | $311K | 0.19% | +27.0 | +1.4% | $153.61 | -12.0% |
| 50 | ABBV | ABBVIE INC | Healthcare | 1,326.0 | $303K | 0.19% | +40.0 | +3.1% | $228.49 | +11.8% |
| 51 | OEF | ISHARES TR | — | 876.0 | $300K | 0.18% | +160.0 | +22.4% | $342.97 | +11.1% |
| 52 | AXP | AMERICAN EXPRESS CO | Financial Services | 777.0 | $287K | 0.18% | +12.0 | +1.6% | $369.95 | -9.9% |
| 53 | IGEB | ISHARES TR | — | 6,283.0 | $287K | 0.18% | +88.0 | +1.4% | $45.66 | -3.1% |
| 54 | — | ISHARES TR | — | 11,981.0 | $268K | 0.17% | +309.0 | +2.6% | $22.36 | — |
| 55 | — | ISHARES TR | — | 11,799.0 | $265K | 0.16% | +236.0 | +2.0% | $22.47 | — |
| 56 | EMGF | ISHARES INC | — | 4,371.0 | $253K | 0.16% | +220.0 | +5.3% | $57.85 | +24.5% |
| 57 | SYK | STRYKER CORPORATION | Healthcare | 713.0 | $251K | 0.15% | +8.0 | +1.1% | $351.47 | -5.9% |
| 58 | IUSB | ISHARES TR | — | 5,121.0 | $238K | 0.15% | +387.0 | +8.2% | $46.54 | -2.3% |
| 59 | MCD | MCDONALDS CORP | Consumer Cyclical | 777.0 | $237K | 0.15% | +9.0 | +1.2% | $305.63 | -13.3% |
| 60 | MUNI | INTER MUN BD ACT | — | 4,450.0 | $233K | 0.14% | +527.0 | +13.4% | $52.41 | -1.4% |
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%