Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | WMT | WALMART INC | Consumer Defensive | 8,159.0 | $909K | 0.56% | +5K | +139.8% | $111.42 | +7.9% |
| 22 | HD | HOME DEPOT INC | Consumer Cyclical | 2,447.0 | $842K | 0.52% | +77.0 | +3.2% | $344.05 | -9.0% |
| 23 | IBDT | ISHARES TR | — | 28,024.0 | $713K | 0.44% | +4K | +15.2% | $25.46 | -0.9% |
| 24 | DIS | DISNEY WALT CO | Communication Services | 6,224.0 | $708K | 0.44% | +297.0 | +5.0% | $113.77 | -9.5% |
| 25 | IBDS | ISHARES TR | — | 29,116.0 | $707K | 0.44% | +4K | +15.4% | $24.28 | -0.3% |
| 26 | ORCL | ORACLE CORP | Technology | 3,600.0 | $702K | 0.43% | +376.0 | +11.7% | $194.91 | -1.5% |
| 27 | IBDU | ISHARES TR | — | 29,563.0 | $692K | 0.43% | +4K | +15.8% | $23.40 | -1.2% |
| 28 | IBDV | ISHARES TR | — | 31,290.0 | $691K | 0.43% | +4K | +15.8% | $22.07 | -1.5% |
| 29 | IBDR | ISHARES TR | — | 28,229.0 | $684K | 0.42% | +2K | +6.8% | $24.23 | +0.0% |
| 30 | TIP | ISHARES TR | — | 6,189.0 | $680K | 0.42% | +490.0 | +8.6% | $109.91 | +0.4% |
| 31 | SCHF | SCHWAB STRATEGIC TR | — | 27,866.0 | $670K | 0.41% | +620.0 | +2.3% | $24.04 | +13.4% |
| 32 | IBDW | ISHARES TR | — | 30,372.0 | $642K | 0.40% | +4K | +17.2% | $21.15 | -1.8% |
| 33 | HON | HONEYWELL INTL INC | Industrials | 3,038.0 | $593K | 0.36% | +109.0 | +3.7% | $195.08 | +16.8% |
| 34 | NVO | NOVO-NORDISK A S | Healthcare | 11,352.0 | $578K | 0.36% | +670.0 | +6.3% | $50.88 | -11.6% |
| 35 | GOVT | ISHARES TR | — | 21,349.0 | $492K | 0.30% | +219.0 | +1.0% | $23.03 | -1.6% |
| 36 | DEO | DIAGEO PLC | Consumer Defensive | 5,482.0 | $473K | 0.29% | +752.0 | +15.9% | $86.28 | -0.2% |
| 37 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,612.0 | $464K | 0.29% | +49.0 | +1.9% | $177.75 | -23.0% |
| 38 | VTEB | VANGUARD MUN BD FDS | — | 7,555.0 | $380K | 0.23% | +326.0 | +4.5% | $50.29 | -0.8% |
| 39 | WFC | WELLS FARGO CO NEW | Financial Services | 3,888.0 | $362K | 0.22% | +919.0 | +30.9% | $93.20 | -18.0% |
| 40 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 408.0 | $352K | 0.22% | +30.0 | +7.9% | $862.34 | +19.2% |
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%