Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | — | ISHARES TR | — | 16,111.0 | $360K | 0.20% | +4K | +36.5% | $22.37 | — |
| 102 | — | ISHARES TR | — | 16,249.0 | $360K | 0.20% | +4K | +35.6% | $22.14 | — |
| 103 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 350.0 | $354K | 0.20% | -12.0 | -3.3% | $1011.37 | +2.2% |
| 104 | OEF | ISHARES TR | — | 944.0 | $345K | 0.19% | +68.0 | +7.8% | $365.87 | +4.1% |
| 105 | CVX | CHEVRON CORP NEW | Energy | 2,058.0 | $341K | 0.19% | -80.0 | -3.7% | $165.76 | +21.8% |
| 106 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,916.0 | $340K | 0.19% | +304.0 | +11.6% | $116.67 | +59.7% |
| 107 | IXN | ISHARES TR | — | 2,270.0 | $328K | 0.18% | -252.0 | -10.0% | $144.51 | -2.7% |
| 108 | VBR | VANGUARD INDEX FDS | — | 1,336.0 | $325K | 0.18% | -35.0 | -2.5% | $242.99 | +1.6% |
| 109 | SMMU | PIMCO ETF TR | — | 6,399.0 | $323K | 0.18% | -1K | -14.5% | $50.50 | -0.4% |
| 110 | INTC | INTEL CORP | Technology | 2,189.0 | $306K | 0.17% | NEW | — | $139.65 | -35.9% |
| 111 | VTEB | VANGUARD MUN BD FDS | — | 6,017.0 | $304K | 0.17% | -2K | -20.4% | $50.58 | -2.3% |
| 112 | CSCO | CISCO SYS INC | Technology | 2,560.0 | $301K | 0.17% | NEW | — | $117.46 | -6.4% |
| 113 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,975.0 | $299K | 0.17% | -50.0 | -2.5% | $151.50 | -10.8% |
| 114 | APH | AMPHENOL CORP | Technology | 1,679.0 | $296K | 0.17% | NEW | — | $176.32 | -10.5% |
| 115 | ABBV | ABBVIE INC | Healthcare | 1,170.0 | $294K | 0.17% | -156.0 | -11.8% | $251.64 | +1.5% |
| 116 | IDGT | ISHARES TR | — | 2,437.0 | $292K | 0.16% | NEW | — | $119.75 | -3.2% |
| 117 | LIN | LINDE PLC | Basic Materials | 560.0 | $291K | 0.16% | -15.0 | -2.6% | $518.94 | -5.7% |
| 118 | VNQ | VANGUARD INDEX FDS | — | 2,966.0 | $286K | 0.16% | +390.0 | +15.1% | $96.42 | +0.9% |
| 119 | BAC | BANK OF AMER CORP | Financial Services | 4,974.0 | $283K | 0.16% | +913.0 | +22.5% | $56.98 | +9.4% |
| 120 | SGOV | ISHARES TR | — | 2,762.0 | $278K | 0.16% | -812.0 | -22.7% | $100.67 | +0.0% |
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%