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 | DGRO | ISHARES TR | — | 24,390.0 | $1.8M | 1.03% | NEW | — | $75.79 | +4.7% |
| 2 | BND | VANGUARD BD INDEX FDS | — | 15,211.0 | $1.1M | 0.62% | NEW | — | $73.41 | -1.5% |
| 3 | MU | MICRON TECHNOLOGY INC | Technology | 732.0 | $845K | 0.47% | NEW | — | $1154.29 | -19.2% |
| 4 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,005.0 | $584K | 0.33% | NEW | — | $580.91 | -19.9% |
| 5 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 1,431.0 | $569K | 0.32% | NEW | — | $397.68 | -6.3% |
| 6 | — | HONEYWELL INTL INC | — | 2,364.0 | $529K | 0.30% | NEW | — | $223.90 | — |
| 7 | — | HONEYWELL AEROSPACE INC | — | 2,371.0 | $524K | 0.29% | NEW | — | $221.08 | — |
| 8 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 5,693.0 | $522K | 0.29% | NEW | — | $91.69 | -1.0% |
| 9 | — | EXXON MOBIL CORP | — | 2,853.0 | $390K | 0.22% | NEW | — | $136.72 | — |
| 10 | LRCX | LAM RESEARCH CORP | Technology | 893.0 | $387K | 0.22% | NEW | — | $433.33 | -30.3% |
| 11 | INTC | INTEL CORP | Technology | 2,189.0 | $306K | 0.17% | NEW | — | $139.65 | -35.9% |
| 12 | CSCO | CISCO SYS INC | Technology | 2,560.0 | $301K | 0.17% | NEW | — | $117.46 | -6.4% |
| 13 | APH | AMPHENOL CORP | Technology | 1,679.0 | $296K | 0.17% | NEW | — | $176.32 | -10.5% |
| 14 | IDGT | ISHARES TR | — | 2,437.0 | $292K | 0.16% | NEW | — | $119.75 | -3.2% |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | — | 3,717.0 | $265K | 0.15% | NEW | — | $71.25 | +2.5% |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 539.0 | $257K | 0.14% | NEW | — | $477.57 | -12.6% |
| 17 | KLAC | KLA CORP | Technology | 845.0 | $255K | 0.14% | NEW | — | $301.71 | -41.8% |
| 18 | SMH | VANECK ETF TRUST | — | 382.0 | $251K | 0.14% | NEW | — | $655.79 | -15.7% |
| 19 | AMAT | APPLIED MATLS INC | Technology | 344.0 | $249K | 0.14% | NEW | — | $723.00 | -36.1% |
| 20 | ITW | ILLINOIS TOOL WKS INC | Industrials | 914.0 | $247K | 0.14% | NEW | — | $270.47 | +3.6% |
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%