Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IGSB | ISHARES TR | — | 19,251 | $1.0M | 0.63% | SOLD |
| 2 | ORCL | ORACLE CORP | Technology | 3,600 | $702K | 0.43% | SOLD |
| 3 | HON | HONEYWELL INTL INC | Industrials | 3,038 | $593K | 0.36% | SOLD |
| 4 | XOM | EXXON MOBIL CORP | Energy | 2,841 | $342K | 0.21% | SOLD |
| 5 | IGEB | ISHARES TR | — | 6,283 | $287K | 0.18% | SOLD |
| 6 | BSV | VANGUARD BD INDEX FDS | — | 3,311 | $261K | 0.16% | SOLD |
| 7 | IUSB | ISHARES TR | — | 5,121 | $238K | 0.15% | SOLD |
| 8 | MCD | MCDONALDS CORP | Consumer Cyclical | 777 | $237K | 0.15% | SOLD |
| 9 | EFG | ISHARES TR | — | 2,056 | $234K | 0.14% | SOLD |
| 10 | INTU | INTUIT | Technology | 353 | $234K | 0.14% | SOLD |
| 11 | TLT | ISHARES TR | — | 2,646 | $231K | 0.14% | SOLD |
| 12 | FQAL | FIDELITY COVINGTON TRUST | — | 2,962 | $224K | 0.14% | SOLD |
| 13 | MEAR | ISHARES U S ETF TR | — | 4,343 | $219K | 0.14% | SOLD |
| 14 | IWV | ISHARES TR | — | 559 | $216K | 0.13% | SOLD |
| 15 | JMST | J P MORGAN EXCHANGE TRADED F | — | 4,033 | $205K | 0.13% | SOLD |
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%