Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VBR | VANGUARD INDEX FDS | — | 1,336.0 | $325K | 0.18% | -35.0 | -2.5% | $242.99 | +1.6% |
| 42 | SMMU | PIMCO ETF TR | — | 6,399.0 | $323K | 0.18% | -1K | -14.5% | $50.50 | -0.4% |
| 43 | VTEB | VANGUARD MUN BD FDS | — | 6,017.0 | $304K | 0.17% | -2K | -20.4% | $50.58 | -2.3% |
| 44 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,975.0 | $299K | 0.17% | -50.0 | -2.5% | $151.50 | -10.8% |
| 45 | ABBV | ABBVIE INC | Healthcare | 1,170.0 | $294K | 0.17% | -156.0 | -11.8% | $251.64 | +1.5% |
| 46 | LIN | LINDE PLC | Basic Materials | 560.0 | $291K | 0.16% | -15.0 | -2.6% | $518.94 | -5.7% |
| 47 | SGOV | ISHARES TR | — | 2,762.0 | $278K | 0.16% | -812.0 | -22.7% | $100.67 | +0.0% |
| 48 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 659.0 | $274K | 0.15% | -60.0 | -8.3% | $415.63 | -5.5% |
| 49 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 916.0 | $258K | 0.14% | -28.0 | -3.0% | $281.21 | -16.2% |
| 50 | AXP | AMERICAN EXPRESS CO | Financial Services | 755.0 | $255K | 0.14% | -22.0 | -2.8% | $338.25 | -1.5% |
| 51 | GE | GE AEROSPACE | Industrials | 677.0 | $253K | 0.14% | -67.0 | -9.0% | $373.73 | -8.3% |
| 52 | EMGF | ISHARES INC | — | 3,337.0 | $244K | 0.14% | -1K | -23.7% | $73.26 | -1.7% |
| 53 | VONV | VANGUARD SCOTTSDALE FDS | — | 2,129.0 | $226K | 0.13% | -174.0 | -7.6% | $106.31 | +6.6% |
| 54 | NFLX | NETFLIX INC | Communication Services | 3,012.0 | $215K | 0.12% | -598.0 | -16.6% | $71.40 | +14.5% |
| 55 | ACN | ACCENTURE PLC IRELAND | Technology | 1,662.0 | $207K | 0.12% | -815.0 | -32.9% | $124.47 | +52.3% |
| 56 | SYK | STRYKER CORPORATION | Healthcare | 642.0 | $202K | 0.11% | -71.0 | -10.0% | $314.84 | +5.0% |
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%