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 | HD | HOME DEPOT INC | Consumer Cyclical | 2,289.0 | $807K | 0.45% | -158.0 | -6.5% | $352.63 | -6.4% |
| 22 | VTV | VANGUARD INDEX FDS | — | 3,701.0 | $807K | 0.45% | -427.0 | -10.3% | $217.93 | +3.4% |
| 23 | SCHF | SCHWAB STRATEGIC TR | — | 26,870.0 | $744K | 0.42% | -996.0 | -3.6% | $27.70 | +2.2% |
| 24 | HYMB | SPDR SER TR | — | 28,448.0 | $724K | 0.41% | -9K | -23.8% | $25.44 | -2.5% |
| 25 | RTX | RAYTHEON TECHNOLOGIES CORP | Industrials | 3,745.0 | $711K | 0.40% | -253.0 | -6.3% | $189.74 | +11.6% |
| 26 | ASML | ASML HOLDING N V | Technology | 317.0 | $630K | 0.35% | -235.0 | -42.6% | $1988.20 | -14.7% |
| 27 | IBDW | ISHARES TR | — | 30,078.0 | $627K | 0.35% | -294.0 | -1.0% | $20.84 | -1.3% |
| 28 | GD | GENERAL DYNAMICS CORP | Industrials | 1,677.0 | $594K | 0.33% | -232.0 | -12.2% | $354.16 | +7.1% |
| 29 | SBUX | STARBUCKS CORP | Consumer Cyclical | 5,633.0 | $576K | 0.32% | -2K | -22.7% | $102.20 | +5.5% |
| 30 | NVO | NOVO-NORDISK A S | Healthcare | 11,151.0 | $535K | 0.30% | -201.0 | -1.8% | $47.94 | -4.9% |
| 31 | JNK | SPDR SER TR | — | 5,501.0 | $530K | 0.30% | -6K | -50.9% | $96.37 | -0.4% |
| 32 | CHRW | C H ROBINSON WORLDWIDE INC | Industrials | 2,628.0 | $495K | 0.28% | -752.0 | -22.2% | $188.32 | -20.1% |
| 33 | WMT | WALMART INC | Consumer Defensive | 3,985.0 | $451K | 0.25% | -4K | -51.2% | $113.25 | -9.0% |
| 34 | MDT | MEDTRONIC PLC | Healthcare | 5,676.0 | $444K | 0.25% | -181.0 | -3.1% | $78.22 | +16.6% |
| 35 | USMV | ISHARES TR | — | 4,269.0 | $412K | 0.23% | -14K | -76.7% | $96.47 | +5.5% |
| 36 | SCHV | SCHWAB STRATEGIC TR | — | 10,732.0 | $374K | 0.21% | -839.0 | -7.2% | $34.81 | -0.6% |
| 37 | IYW | ISHARES TR | — | 1,452.0 | $366K | 0.20% | -29.0 | -2.0% | $252.23 | -0.4% |
| 38 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 350.0 | $354K | 0.20% | -12.0 | -3.3% | $1011.37 | +2.2% |
| 39 | CVX | CHEVRON CORP NEW | Energy | 2,058.0 | $341K | 0.19% | -80.0 | -3.7% | $165.76 | +21.8% |
| 40 | IXN | ISHARES TR | — | 2,270.0 | $328K | 0.18% | -252.0 | -10.0% | $144.51 | -2.7% |
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%