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 | VTI | VANGUARD INDEX FDS | — | 6,325.0 | $2.1M | 1.33% | NEW | — | $328.15 | +11.8% |
| 22 | — | BERKSHIRE HATHAWAY INC DEL | — | 3,842.0 | $1.9M | 1.24% | NEW | — | $502.67 | — |
| 23 | GOOGL | ALPHABET INC | Communication Services | 7,056.0 | $1.7M | 1.10% | NEW | — | $243.11 | +57.5% |
| 24 | IYW | ISHARES TR | — | 8,521.0 | $1.7M | 1.07% | NEW | — | $195.86 | +23.4% |
| 25 | AMZN | AMAZON COM INC | Consumer Cyclical | 7,419.0 | $1.6M | 1.04% | NEW | — | $219.58 | +21.3% |
| 26 | META | META PLATFORMS INC | Communication Services | 2,039.0 | $1.5M | 0.96% | NEW | — | $734.38 | -16.9% |
| 27 | STIP | ISHARES TR | — | 13,735.0 | $1.4M | 0.91% | NEW | — | $103.36 | -0.1% |
| 28 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 8,933.0 | $1.4M | 0.88% | NEW | — | $153.65 | -6.0% |
| 29 | XLF | SELECT SECTOR SPDR TR | — | 25,162.0 | $1.4M | 0.87% | NEW | — | $53.87 | -3.6% |
| 30 | DFSD | DIMENSIONAL ETF TRUST | — | 27,619.0 | $1.3M | 0.85% | NEW | — | $48.19 | -1.0% |
| 31 | AVGO | BROADCOM INC | Technology | 3,819.0 | $1.3M | 0.81% | NEW | — | $329.89 | +25.5% |
| 32 | IGSB | ISHARES TR | — | 23,584.0 | $1.3M | 0.80% | NEW | — | $53.03 | -1.3% |
| 33 | SPY | SPDR S&P 500 ETF TR | Financial Services | 1,823.0 | $1.2M | 0.78% | NEW | — | $666.12 | +11.9% |
| 34 | JNK | SPDR SER TR | — | 12,241.0 | $1.2M | 0.77% | NEW | — | $97.99 | -1.8% |
| 35 | V | VISA INC | Financial Services | 3,474.0 | $1.2M | 0.76% | NEW | — | $341.40 | -3.7% |
| 36 | SCHG | SCHWAB STRATEGIC TR | — | 36,130.0 | $1.2M | 0.74% | NEW | — | $31.91 | +7.7% |
| 37 | TSLA | TESLA INC | Consumer Cyclical | 2,533.0 | $1.1M | 0.72% | NEW | — | $444.72 | -4.2% |
| 38 | ROL | ROLLINS INC | Consumer Cyclical | 18,817.0 | $1.1M | 0.71% | NEW | — | $58.74 | -9.0% |
| 39 | TLT | ISHARES TR | — | 11,990.0 | $1.1M | 0.69% | NEW | — | $89.37 | -5.2% |
| 40 | PCAR | PACCAR INC | Industrials | 9,986.0 | $982K | 0.63% | NEW | — | $98.32 | +11.2% |
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
31.2%
Financial Services
17.5%
Consumer Defensive
10.9%
Consumer Cyclical
10.7%
Communication Services
9.4%
Industrials
9.1%
Healthcare
7.9%
Real Estate
1.6%
Energy
1.2%
Basic Materials
0.5%