Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | IBDR | ISHARES TR | — | 26,445.0 | $643K | 0.41% | NEW | — | $24.30 | -0.2% |
| 62 | SBUX | STARBUCKS CORP | Consumer Cyclical | 7,567.0 | $640K | 0.41% | NEW | — | $84.60 | +21.9% |
| 63 | SCHF | SCHWAB STRATEGIC TR | — | 27,246.0 | $634K | 0.41% | NEW | — | $23.28 | +17.1% |
| 64 | TIP | ISHARES TR | — | 5,699.0 | $634K | 0.41% | NEW | — | $111.22 | -0.8% |
| 65 | IBDT | ISHARES TR | — | 24,319.0 | $621K | 0.40% | NEW | — | $25.52 | -1.2% |
| 66 | HON | HONEYWELL INTL INC | Industrials | 2,929.0 | $617K | 0.40% | NEW | — | $210.50 | +8.3% |
| 67 | IBDS | ISHARES TR | — | 25,234.0 | $614K | 0.39% | NEW | — | $24.34 | -0.5% |
| 68 | IBDU | ISHARES TR | — | 25,534.0 | $599K | 0.38% | NEW | — | $23.47 | -1.4% |
| 69 | IBDV | ISHARES TR | — | 27,019.0 | $598K | 0.38% | NEW | — | $22.15 | -1.9% |
| 70 | NVO | NOVO-NORDISK A S | Healthcare | 10,682.0 | $593K | 0.38% | NEW | — | $55.49 | -19.0% |
| 71 | ZTS | ZOETIS INC | Healthcare | 4,047.0 | $592K | 0.38% | NEW | — | $146.32 | -45.3% |
| 72 | MDT | MEDTRONIC PLC | Healthcare | 5,938.0 | $566K | 0.36% | NEW | — | $95.25 | -17.5% |
| 73 | IBDW | ISHARES TR | — | 25,910.0 | $550K | 0.35% | NEW | — | $21.22 | -2.1% |
| 74 | CHRW | C H ROBINSON WORLDWIDE INC | Industrials | 4,054.0 | $537K | 0.34% | NEW | — | $132.41 | +31.6% |
| 75 | UL | UNILEVER PLC | Consumer Defensive | 8,989.0 | $533K | 0.34% | NEW | — | $59.28 | -3.3% |
| 76 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 6,657.0 | $532K | 0.34% | NEW | — | $79.94 | +13.4% |
| 77 | GOVT | ISHARES TR | — | 21,130.0 | $489K | 0.31% | NEW | — | $23.12 | -2.0% |
| 78 | — | ISHARES TR | — | 19,124.0 | $482K | 0.31% | NEW | — | $25.19 | — |
| 79 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,563.0 | $468K | 0.30% | NEW | — | $182.42 | -25.0% |
| 80 | NFLX | NETFLIX INC | Communication Services | 384.0 | $460K | 0.29% | NEW | — | $1198.92 | -92.6% |
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
31.2%
Financial Services
17.5%
Consumer Defensive
10.9%
Consumer Cyclical
10.7%
Communication Services
9.4%
Industrials
9.1%
Healthcare
7.9%
Real Estate
1.6%
Energy
1.2%
Basic Materials
0.5%