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 | IVV | ISHARES TR | — | 21,569.0 | $16.2M | 9.04% | +848.0 | +4.1% | $748.87 | +3.2% |
| 2 | SPYG | SPDR SER TR | — | 92,024.0 | $10.9M | 6.13% | +3K | +3.3% | $118.99 | +1.9% |
| 3 | IEFA | ISHARES TR | — | 76,882.0 | $7.4M | 4.16% | +6K | +8.5% | $96.58 | +4.0% |
| 4 | NVDA | NVIDIA CORPORATION | Technology | 27,759.0 | $5.6M | 3.11% | +2K | +8.8% | $200.09 | +8.7% |
| 5 | IEMG | ISHARES INC | — | 65,957.0 | $5.5M | 3.06% | -1K | -2.2% | $82.84 | -1.2% |
| 6 | SPYV | SPDR SER TR | — | 88,440.0 | $5.4M | 3.01% | +4K | +4.5% | $60.79 | +4.5% |
| 7 | HEFA | ISHARES TR | — | 114,012.0 | $5.4M | 2.99% | +738.0 | +0.7% | $46.92 | +0.8% |
| 8 | DFCF | DIMENSIONAL ETF TRUST | — | 119,240.0 | $5.0M | 2.82% | +34K | +40.0% | $42.21 | -1.6% |
| 9 | AAPL | APPLE INC | Technology | 16,287.0 | $4.7M | 2.64% | +2K | +10.7% | $289.36 | +10.5% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | — | 93,406.0 | $4.2M | 2.38% | +26K | +38.8% | $45.49 | -1.6% |
| 11 | BINC | BLACKROCK ETF TRUST II | — | 79,589.0 | $4.2M | 2.33% | +27K | +51.9% | $52.34 | -0.7% |
| 12 | VOO | VANGUARD INDEX FDS | — | 5,850.0 | $4.0M | 2.25% | -423.0 | -6.7% | $686.86 | +3.0% |
| 13 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 65,390.0 | $3.3M | 1.87% | +9K | +16.4% | $51.05 | +32.1% |
| 14 | MSFT | MICROSOFT CORP | Technology | 8,105.0 | $3.0M | 1.69% | +271.0 | +3.5% | $373.00 | +37.7% |
| 15 | KO | COCA COLA CO | Consumer Defensive | 35,343.0 | $2.9M | 1.61% | -2K | -5.2% | $81.27 | +10.3% |
| 16 | AGG | ISHARES TR | — | 27,485.0 | $2.7M | 1.52% | -5K | -16.5% | $98.98 | -1.5% |
| 17 | MBB | ISHARES TR | — | 26,011.0 | $2.5M | 1.38% | +3K | +15.0% | $94.52 | -1.4% |
| 18 | PWRD | TCW ETF TRUST | — | 19,584.0 | $2.4M | 1.35% | +5K | +38.6% | $122.96 | -14.0% |
| 19 | GOOGL | ALPHABET INC | Communication Services | 6,510.0 | $2.3M | 1.30% | -489.0 | -7.0% | $357.35 | -3.0% |
| 20 | VTI | VANGUARD INDEX FDS | — | 5,980.0 | $2.2M | 1.24% | -362.0 | -5.7% | $370.04 | +2.5% |
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%