Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | LMT | LOCKHEED MARTIN CORP | Industrials | 905.0 | $452K | 0.29% | NEW | — | $499.21 | +6.1% |
| 82 | DEO | DIAGEO PLC | Consumer Defensive | 4,730.0 | $451K | 0.29% | NEW | — | $95.43 | -10.7% |
| 83 | MA | MASTERCARD INCORPORATED | Financial Services | 756.0 | $430K | 0.28% | NEW | — | $568.81 | -13.2% |
| 84 | CAT | CATERPILLAR INC | Industrials | 810.0 | $386K | 0.25% | NEW | — | $476.92 | +88.9% |
| 85 | SMMU | PIMCO ETF TR | — | 7,562.0 | $382K | 0.24% | NEW | — | $50.57 | -0.3% |
| 86 | ITOT | ISHARES TR | — | 2,520.0 | $367K | 0.23% | NEW | — | $145.65 | +12.7% |
| 87 | VTEB | VANGUARD MUN BD FDS | — | 7,229.0 | $362K | 0.23% | NEW | — | $50.07 | -0.0% |
| 88 | WMT | WALMART INC | Consumer Defensive | 3,403.0 | $351K | 0.23% | NEW | — | $103.07 | +15.2% |
| 89 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 378.0 | $350K | 0.22% | NEW | — | $925.63 | +8.1% |
| 90 | — | ISHARES TR | — | 15,639.0 | $343K | 0.22% | NEW | — | $21.95 | — |
| 91 | — | ISHARES TR | — | 17,228.0 | $342K | 0.22% | NEW | — | $19.88 | — |
| 92 | CVX | CHEVRON CORP NEW | Energy | 2,155.0 | $335K | 0.21% | NEW | — | $155.29 | +22.0% |
| 93 | SCHV | SCHWAB STRATEGIC TR | — | 11,160.0 | $325K | 0.21% | NEW | — | $29.11 | +15.4% |
| 94 | VB | VANGUARD INDEX FDS | — | 1,268.0 | $322K | 0.21% | NEW | — | $254.32 | +14.8% |
| 95 | XOM | EXXON MOBIL CORP | Energy | 2,776.0 | $313K | 0.20% | NEW | — | $112.75 | +36.4% |
| 96 | ABBV | ABBVIE INC | Healthcare | 1,286.0 | $298K | 0.19% | NEW | — | $231.54 | -8.0% |
| 97 | UNP | UNION PAC CORP | Industrials | 1,258.0 | $297K | 0.19% | NEW | — | $236.37 | +14.7% |
| 98 | VBR | VANGUARD INDEX FDS | — | 1,420.0 | $296K | 0.19% | NEW | — | $208.71 | +12.4% |
| 99 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,998.0 | $289K | 0.18% | NEW | — | $144.54 | +9.7% |
| 100 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 360.0 | $287K | 0.18% | NEW | — | $796.35 | +26.4% |
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%