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 | FESM | FIDELITY COVINGTON TRUST | — | 39,016.0 | $1.9M | 1.05% | +2K | +5.4% | $48.29 | -1.8% |
| 22 | — | BERKSHIRE HATHAWAY INC DEL | — | 3,754.0 | $1.9M | 1.05% | -129.0 | -3.3% | $500.32 | — |
| 23 | DGRO | ISHARES TR | — | 24,390.0 | $1.8M | 1.03% | NEW | — | $75.79 | +4.7% |
| 24 | AMZN | AMAZON COM INC | Consumer Cyclical | 7,620.0 | $1.8M | 1.02% | +191.0 | +2.6% | $238.35 | +11.8% |
| 25 | IJH | ISHARES TR | — | 22,058.0 | $1.7M | 0.95% | +18K | +451.6% | $77.11 | -1.8% |
| 26 | AVGO | BROADCOM INC | Technology | 4,463.0 | $1.7M | 0.94% | +679.0 | +17.9% | $377.73 | -2.4% |
| 27 | IJR | ISHARES TR | — | 11,274.0 | $1.7M | 0.94% | -1K | -10.8% | $148.31 | -1.8% |
| 28 | XLF | SELECT SECTOR SPDR TR | — | 30,343.0 | $1.6M | 0.91% | +3K | +11.9% | $53.61 | +8.4% |
| 29 | GOOG | ALPHABET INC | — | 4,425.0 | $1.6M | 0.88% | +879.0 | +24.8% | $353.33 | — |
| 30 | DFSD | DIMENSIONAL ETF TRUST | — | 30,866.0 | $1.5M | 0.82% | +3K | +12.3% | $47.75 | -1.0% |
| 31 | BAI | BLACKROCK ETF TRUST | — | 23,811.0 | $1.3M | 0.70% | +1K | +6.3% | $52.72 | -16.3% |
| 32 | META | META PLATFORMS INC | Communication Services | 2,195.0 | $1.2M | 0.69% | +142.0 | +6.9% | $563.29 | +2.6% |
| 33 | PCAR | PACCAR INC | Industrials | 10,037.0 | $1.2M | 0.68% | — | — | $120.12 | +4.3% |
| 34 | JPM | JPMORGAN CHASE & CO | Financial Services | 3,665.0 | $1.2M | 0.67% | +611.0 | +20.0% | $327.33 | +9.3% |
| 35 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 8,142.0 | $1.2M | 0.67% | -693.0 | -7.8% | $146.63 | -2.0% |
| 36 | SCHG | SCHWAB STRATEGIC TR | — | 34,326.0 | $1.2M | 0.65% | -2K | -6.0% | $33.84 | +5.7% |
| 37 | LLY | ELI LILLY & CO | Healthcare | 942.0 | $1.1M | 0.63% | -209.0 | -18.2% | $1199.68 | -2.2% |
| 38 | TLH | ISHARES TR | — | 11,171.0 | $1.1M | 0.63% | +2K | +17.0% | $100.35 | -3.0% |
| 39 | BND | VANGUARD BD INDEX FDS | — | 15,211.0 | $1.1M | 0.62% | NEW | — | $73.41 | -1.5% |
| 40 | V | VISA INC | Financial Services | 3,248.0 | $1.1M | 0.62% | -77.0 | -2.3% | $343.06 | +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
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%