Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | LLY | ELI LILLY & CO | Healthcare | 1,273.0 | $971K | 0.62% | NEW | — | $763.04 | +47.1% |
| 42 | HYMB | SPDR SER TR | — | 38,687.0 | $964K | 0.62% | NEW | — | $24.93 | +1.3% |
| 43 | HD | HOME DEPOT INC | Consumer Cyclical | 2,370.0 | $960K | 0.62% | NEW | — | $405.23 | -16.8% |
| 44 | JPM | JPMORGAN CHASE & CO | Financial Services | 3,027.0 | $955K | 0.61% | NEW | — | $315.43 | +5.0% |
| 45 | MUB | ISHARES TR | — | 8,926.0 | $951K | 0.61% | NEW | — | $106.49 | +0.6% |
| 46 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 14,552.0 | $946K | 0.61% | NEW | — | $65.00 | -42.8% |
| 47 | JNJ | JOHNSON & JOHNSON | Healthcare | 5,095.0 | $945K | 0.61% | NEW | — | $185.42 | +26.8% |
| 48 | MSTR | MICROSTRATEGY INC | Technology | 2,826.0 | $911K | 0.58% | NEW | — | $322.21 | -61.9% |
| 49 | BNL | BROADSTONE NET LEASE INC | Real Estate | 50,842.0 | $909K | 0.58% | NEW | — | $17.87 | +17.2% |
| 50 | ORCL | ORACLE CORP | Technology | 3,224.0 | $907K | 0.58% | NEW | — | $281.22 | -33.0% |
| 51 | IXUS | ISHARES TR | — | 10,736.0 | $887K | 0.57% | NEW | — | $82.58 | +16.5% |
| 52 | SCHB | SCHWAB STRATEGIC TR | — | 34,040.0 | $875K | 0.56% | NEW | — | $25.71 | +12.8% |
| 53 | GOOG | ALPHABET INC | Communication Services | 3,592.0 | $875K | 0.56% | NEW | — | $243.55 | +52.4% |
| 54 | VTV | VANGUARD INDEX FDS | — | 4,236.0 | $790K | 0.51% | NEW | — | $186.49 | +16.9% |
| 55 | RTX | RAYTHEON TECHNOLOGIES CORP | Industrials | 4,392.0 | $735K | 0.47% | NEW | — | $167.31 | +11.6% |
| 56 | ASML | ASML HOLDING N V | Technology | 703.0 | $680K | 0.44% | NEW | — | $967.67 | +86.4% |
| 57 | VO | VANGUARD INDEX FDS | — | 2,315.0 | $680K | 0.44% | NEW | — | $293.78 | -72.5% |
| 58 | DIS | DISNEY WALT CO | Communication Services | 5,927.0 | $679K | 0.43% | NEW | — | $114.50 | -11.5% |
| 59 | ACN | ACCENTURE PLC IRELAND | Technology | 2,716.0 | $670K | 0.43% | NEW | — | $246.64 | -32.9% |
| 60 | GD | GENERAL DYNAMICS CORP | Industrials | 1,942.0 | $662K | 0.42% | NEW | — | $340.94 | +6.8% |
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
31.2%
Financial Services
17.5%
Consumer Defensive
10.9%
Consumer Cyclical
10.7%
Communication Services
9.4%
Industrials
9.1%
Healthcare
7.9%
Real Estate
1.6%
Energy
1.2%
Basic Materials
0.5%