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 | GD | GENERAL DYNAMICS CORP | Industrials | 1,909.0 | $643K | 0.40% | -33.0 | -1.7% | $336.65 | +12.7% |
| 22 | SBUX | STARBUCKS CORP | Consumer Cyclical | 7,288.0 | $614K | 0.38% | -279.0 | -3.7% | $84.21 | +28.1% |
| 23 | ASML | ASML HOLDING N V | Technology | 552.0 | $590K | 0.36% | -151.0 | -21.5% | $1069.37 | +58.6% |
| 24 | MDT | MEDTRONIC PLC | Healthcare | 5,857.0 | $563K | 0.35% | -81.0 | -1.4% | $96.07 | -5.0% |
| 25 | CHRW | C H ROBINSON WORLDWIDE INC | Industrials | 3,380.0 | $543K | 0.34% | -674.0 | -16.6% | $160.78 | -6.5% |
| 26 | CAT | CATERPILLAR INC | Industrials | 803.0 | $460K | 0.28% | -7.0 | -0.9% | $572.59 | +39.8% |
| 27 | MSTR | MICROSTRATEGY INC | Technology | 2,785.0 | $423K | 0.26% | -41.0 | -1.4% | $151.95 | -16.2% |
| 28 | MA | MASTERCARD INCORPORATED | Financial Services | 700.0 | $400K | 0.25% | -56.0 | -7.4% | $570.88 | +4.3% |
| 29 | SMMU | PIMCO ETF TR | — | 7,484.0 | $377K | 0.23% | -78.0 | -1.0% | $50.43 | -0.3% |
| 30 | ITOT | ISHARES TR | — | 2,443.0 | $363K | 0.22% | -77.0 | -3.1% | $148.72 | +13.3% |
| 31 | LMT | LOCKHEED MARTIN CORP | Industrials | 693.0 | $335K | 0.21% | -212.0 | -23.4% | $483.67 | +16.6% |
| 32 | CVX | CHEVRON CORP NEW | Energy | 2,138.0 | $326K | 0.20% | -17.0 | -0.8% | $152.41 | +32.5% |
| 33 | VB | VANGUARD INDEX FDS | — | 1,245.0 | $321K | 0.20% | -23.0 | -1.8% | $257.87 | +16.6% |
| 34 | IYW | ISHARES TR | — | 1,481.0 | $296K | 0.18% | -7K | -82.6% | $199.68 | +25.8% |
| 35 | VBR | VANGUARD INDEX FDS | — | 1,371.0 | $290K | 0.18% | -49.0 | -3.5% | $211.79 | +16.5% |
| 36 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 944.0 | $280K | 0.17% | -7.0 | -0.7% | $296.21 | -20.5% |
| 37 | IJH | ISHARES TR | — | 3,999.0 | $264K | 0.16% | -170.0 | -4.1% | $66.00 | +14.8% |
| 38 | LIN | LINDE PLC | Basic Materials | 575.0 | $245K | 0.15% | -16.0 | -2.7% | $426.39 | +14.8% |
| 39 | EFG | ISHARES TR | — | 2,056.0 | $234K | 0.14% | -11.0 | -0.5% | $113.92 | +9.7% |
| 40 | INTU | INTUIT | Technology | 353.0 | $234K | 0.14% | -16.0 | -4.3% | $662.42 | -45.9% |
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%