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 | IBDU | ISHARES TR | — | 29,563.0 | $692K | 0.43% | +4K | +15.8% | $23.40 | -1.2% |
| 62 | IBDV | ISHARES TR | — | 31,290.0 | $691K | 0.43% | +4K | +15.8% | $22.07 | -1.5% |
| 63 | IBDR | ISHARES TR | — | 28,229.0 | $684K | 0.42% | +2K | +6.8% | $24.23 | +0.0% |
| 64 | TIP | ISHARES TR | — | 6,189.0 | $680K | 0.42% | +490.0 | +8.6% | $109.91 | +0.4% |
| 65 | VO | VANGUARD INDEX FDS | — | 2,315.0 | $672K | 0.41% | — | — | $290.26 | -73.1% |
| 66 | SCHF | SCHWAB STRATEGIC TR | — | 27,866.0 | $670K | 0.41% | +620.0 | +2.3% | $24.04 | +13.4% |
| 67 | ACN | ACCENTURE PLC IRELAND | Technology | 2,477.0 | $665K | 0.41% | -239.0 | -8.8% | $268.31 | -33.2% |
| 68 | GD | GENERAL DYNAMICS CORP | Industrials | 1,909.0 | $643K | 0.40% | -33.0 | -1.7% | $336.65 | +1.9% |
| 69 | IBDW | ISHARES TR | — | 30,372.0 | $642K | 0.40% | +4K | +17.2% | $21.15 | -1.8% |
| 70 | SBUX | STARBUCKS CORP | Consumer Cyclical | 7,288.0 | $614K | 0.38% | -279.0 | -3.7% | $84.21 | +22.4% |
| 71 | HON | HONEYWELL INTL INC | Industrials | 3,038.0 | $593K | 0.36% | +109.0 | +3.7% | $195.08 | +16.8% |
| 72 | ASML | ASML HOLDING N V | Technology | 552.0 | $590K | 0.36% | -151.0 | -21.5% | $1069.37 | +52.7% |
| 73 | NVO | NOVO-NORDISK A S | Healthcare | 11,352.0 | $578K | 0.36% | +670.0 | +6.3% | $50.88 | -11.6% |
| 74 | MDT | MEDTRONIC PLC | Healthcare | 5,857.0 | $563K | 0.35% | -81.0 | -1.4% | $96.07 | -18.2% |
| 75 | CHRW | C H ROBINSON WORLDWIDE INC | Industrials | 3,380.0 | $543K | 0.34% | -674.0 | -16.6% | $160.78 | +8.4% |
| 76 | — | UNILEVER PLC | — | 8,220.0 | $538K | 0.33% | NEW | — | $65.40 | — |
| 77 | GOVT | ISHARES TR | — | 21,349.0 | $492K | 0.30% | +219.0 | +1.0% | $23.03 | -1.6% |
| 78 | DEO | DIAGEO PLC | Consumer Defensive | 5,482.0 | $473K | 0.29% | +752.0 | +15.9% | $86.28 | -0.2% |
| 79 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,612.0 | $464K | 0.29% | +49.0 | +1.9% | $177.75 | -23.0% |
| 80 | CAT | CATERPILLAR INC | Industrials | 803.0 | $460K | 0.28% | -7.0 | -0.9% | $572.59 | +53.7% |
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
30.7%
Financial Services
18.8%
Consumer Cyclical
10.7%
Communication Services
10.2%
Consumer Defensive
10.0%
Industrials
8.8%
Healthcare
7.5%
Real Estate
1.6%
Energy
1.2%
Basic Materials
0.4%