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 | CHRW | C H ROBINSON WORLDWIDE INC | Industrials | 2,628.0 | $495K | 0.28% | -752.0 | -22.2% | $188.32 | -20.1% |
| 82 | WMT | WALMART INC | Consumer Defensive | 3,985.0 | $451K | 0.25% | -4K | -51.2% | $113.25 | -9.0% |
| 83 | ITOT | ISHARES TR | — | 2,738.0 | $450K | 0.25% | +295.0 | +12.1% | $164.24 | +2.6% |
| 84 | MDT | MEDTRONIC PLC | Healthcare | 5,676.0 | $444K | 0.25% | -181.0 | -3.1% | $78.22 | +16.6% |
| 85 | DEO | DIAGEO PLC | Consumer Defensive | 5,514.0 | $443K | 0.25% | +32.0 | +0.6% | $80.38 | +15.7% |
| 86 | LMT | LOCKHEED MARTIN CORP | Industrials | 866.0 | $441K | 0.25% | +173.0 | +25.0% | $509.46 | +10.7% |
| 87 | — | ISHARES TR | — | 20,302.0 | $440K | 0.25% | +4K | +28.3% | $21.65 | — |
| 88 | — | ISHARES TR | — | 22,488.0 | $439K | 0.25% | +5K | +28.5% | $19.54 | — |
| 89 | — | ISHARES TR | — | 21,577.0 | $436K | 0.24% | +5K | +29.0% | $20.19 | — |
| 90 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 452.0 | $423K | 0.24% | +44.0 | +10.8% | $935.47 | +1.1% |
| 91 | QQQ | INVESCO QQQ TR | Financial Services | 566.0 | $417K | 0.23% | +118.0 | +26.3% | $736.83 | -2.8% |
| 92 | USMV | ISHARES TR | — | 4,269.0 | $412K | 0.23% | -14K | -76.7% | $96.47 | +5.5% |
| 93 | VB | VANGUARD INDEX FDS | — | 1,324.0 | $401K | 0.23% | +79.0 | +6.3% | $303.17 | -0.8% |
| 94 | UNP | UNION PAC CORP | Industrials | 1,449.0 | $394K | 0.22% | +188.0 | +14.9% | $272.00 | +13.0% |
| 95 | — | EXXON MOBIL CORP | — | 2,853.0 | $390K | 0.22% | NEW | — | $136.72 | — |
| 96 | LRCX | LAM RESEARCH CORP | Technology | 893.0 | $387K | 0.22% | NEW | — | $433.33 | -30.3% |
| 97 | SCHV | SCHWAB STRATEGIC TR | — | 10,732.0 | $374K | 0.21% | -839.0 | -7.2% | $34.81 | -0.6% |
| 98 | MA | MASTERCARD INCORPORATED | Financial Services | 719.0 | $369K | 0.21% | +19.0 | +2.7% | $513.60 | +15.9% |
| 99 | IYW | ISHARES TR | — | 1,452.0 | $366K | 0.20% | -29.0 | -2.0% | $252.23 | -0.4% |
| 100 | WFC | WELLS FARGO CO NEW | Financial Services | 4,411.0 | $365K | 0.20% | +523.0 | +13.4% | $82.64 | +4.9% |
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%