Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 659.0 | $274K | 0.15% | -60.0 | -8.3% | $415.63 | -5.5% |
| 122 | VEA | VANGUARD TAX-MANAGED FDS | — | 3,717.0 | $265K | 0.15% | NEW | — | $71.25 | +2.5% |
| 123 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 916.0 | $258K | 0.14% | -28.0 | -3.0% | $281.21 | -16.2% |
| 124 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 539.0 | $257K | 0.14% | NEW | — | $477.57 | -12.6% |
| 125 | AXP | AMERICAN EXPRESS CO | Financial Services | 755.0 | $255K | 0.14% | -22.0 | -2.8% | $338.25 | -1.5% |
| 126 | KLAC | KLA CORP | Technology | 845.0 | $255K | 0.14% | NEW | — | $301.71 | -41.8% |
| 127 | MUNI | INTER MUN BD ACT | — | 4,829.0 | $254K | 0.14% | +379.0 | +8.5% | $52.60 | -1.8% |
| 128 | GE | GE AEROSPACE | Industrials | 677.0 | $253K | 0.14% | -67.0 | -9.0% | $373.73 | -8.3% |
| 129 | SMH | VANECK ETF TRUST | — | 382.0 | $251K | 0.14% | NEW | — | $655.79 | -15.7% |
| 130 | AMAT | APPLIED MATLS INC | Technology | 344.0 | $249K | 0.14% | NEW | — | $723.00 | -36.1% |
| 131 | ITW | ILLINOIS TOOL WKS INC | Industrials | 914.0 | $247K | 0.14% | NEW | — | $270.47 | +3.6% |
| 132 | EMGF | ISHARES INC | — | 3,337.0 | $244K | 0.14% | -1K | -23.7% | $73.26 | -1.7% |
| 133 | MSTR | MICROSTRATEGY INC | Technology | 2,812.0 | $244K | 0.14% | +27.0 | +1.0% | $86.93 | +46.5% |
| 134 | VUG | VANGUARD INDEX FDS | — | 2,682.0 | $231K | 0.13% | +2K | +403.2% | $86.14 | +2.8% |
| 135 | ARTY | ISHARES TR | — | 3,017.0 | $230K | 0.13% | NEW | — | $76.15 | -2.1% |
| 136 | QTUM | ETF SER SOLUTIONS | — | 1,375.0 | $227K | 0.13% | NEW | — | $165.38 | -10.4% |
| 137 | VONV | VANGUARD SCOTTSDALE FDS | — | 2,129.0 | $226K | 0.13% | -174.0 | -7.6% | $106.31 | +6.6% |
| 138 | IWF | ISHARES TR | — | 1,800.0 | $224K | 0.12% | NEW | — | $124.17 | -1.1% |
| 139 | — | ISHARES TR | — | 9,593.0 | $220K | 0.12% | +323.0 | +3.5% | $22.89 | — |
| 140 | QCOM | QUALCOMM INC | Technology | 1,188.0 | $220K | 0.12% | NEW | — | $184.79 | -11.1% |
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%