Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | GE | GENERAL ELECTRIC CO | Industrials | 744.0 | $229K | 0.14% | +22.0 | +3.0% | $308.03 | -1.7% |
| 62 | VNQ | VANGUARD INDEX FDS | — | 2,576.0 | $228K | 0.14% | +368.0 | +16.7% | $88.47 | +9.4% |
| 63 | FQAL | FIDELITY COVINGTON TRUST | — | 2,962.0 | $224K | 0.14% | +151.0 | +5.4% | $75.59 | +6.7% |
| 64 | BAC | BANK AMERICA CORP | Financial Services | 4,061.0 | $223K | 0.14% | +182.0 | +4.7% | $55.00 | -5.8% |
| 65 | — | ISHARES TR | — | 9,270.0 | $212K | 0.13% | +380.0 | +4.3% | $22.87 | — |
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%