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 | — | BERKSHIRE HATHAWAY INC DEL | — | 3,883.0 | $2.0M | 1.20% | +41.0 | +1.1% | $502.59 | — |
| 22 | USMV | ISHARES TR | — | 18,280.0 | $1.7M | 1.06% | -7K | -27.2% | $94.16 | +2.0% |
| 23 | AMZN | AMAZON COM INC | Consumer Cyclical | 7,429.0 | $1.7M | 1.06% | — | — | $230.83 | +3.3% |
| 24 | IJR | ISHARES TR | — | 12,637.0 | $1.5M | 0.94% | -11K | -47.0% | $120.18 | +19.5% |
| 25 | STIP | ISHARES TR | — | 14,782.0 | $1.5M | 0.93% | +1K | +7.6% | $102.39 | -0.0% |
| 26 | XLF | SELECT SECTOR SPDR TR | — | 27,112.0 | $1.5M | 0.92% | +2K | +7.8% | $54.77 | -2.6% |
| 27 | FESM | FIDELITY COVINGTON TRUST | — | 37,002.0 | $1.4M | 0.86% | NEW | — | $37.78 | +22.6% |
| 28 | PWRD | TCW ETF TRUST | — | 14,134.0 | $1.4M | 0.84% | NEW | — | $96.16 | +18.4% |
| 29 | META | META PLATFORMS INC | Communication Services | 2,053.0 | $1.4M | 0.83% | +14.0 | +0.7% | $660.09 | -14.1% |
| 30 | DFSD | DIMENSIONAL ETF TRUST | — | 27,496.0 | $1.3M | 0.81% | — | — | $47.95 | -0.1% |
| 31 | AVGO | BROADCOM INC | Technology | 3,784.0 | $1.3M | 0.81% | -35.0 | -0.9% | $346.07 | +10.4% |
| 32 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 8,835.0 | $1.3M | 0.78% | -98.0 | -1.1% | $143.31 | +4.4% |
| 33 | SPY | SPDR S&P 500 ETF TR | Financial Services | 1,823.0 | $1.2M | 0.77% | — | — | $681.96 | +8.8% |
| 34 | LLY | ELI LILLY & CO | Healthcare | 1,151.0 | $1.2M | 0.76% | -122.0 | -9.6% | $1074.78 | +5.4% |
| 35 | SCHG | SCHWAB STRATEGIC TR | — | 36,522.0 | $1.2M | 0.73% | +392.0 | +1.1% | $32.62 | +2.5% |
| 36 | TSLA | TESLA INC | Consumer Cyclical | 2,599.0 | $1.2M | 0.72% | +66.0 | +2.6% | $449.72 | -9.6% |
| 37 | V | VISA INC | Financial Services | 3,325.0 | $1.2M | 0.72% | -149.0 | -4.3% | $350.75 | -9.0% |
| 38 | ROL | ROLLINS INC | Consumer Cyclical | 18,817.0 | $1.1M | 0.70% | — | — | $60.02 | -21.4% |
| 39 | GOOG | ALPHABET INC | Communication Services | 3,546.0 | $1.1M | 0.69% | -46.0 | -1.3% | $313.80 | +14.1% |
| 40 | PCAR | PACCAR INC | Industrials | 10,025.0 | $1.1M | 0.68% | — | — | $109.51 | +8.2% |
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%