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 | JNK | SPDR SER TR | — | 11,205.0 | $1.1M | 0.67% | -1K | -8.5% | $97.21 | -1.0% |
| 42 | JNJ | JOHNSON & JOHNSON | Healthcare | 5,128.0 | $1.1M | 0.65% | +33.0 | +0.7% | $206.95 | +13.2% |
| 43 | IGSB | ISHARES TR | — | 19,251.0 | $1.0M | 0.63% | -4K | -18.4% | $52.88 | -1.1% |
| 44 | JPM | JPMORGAN CHASE & CO | Financial Services | 3,054.0 | $984K | 0.61% | +27.0 | +0.9% | $322.22 | -4.9% |
| 45 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 19,552.0 | $971K | 0.60% | +5K | +34.4% | $49.65 | -13.5% |
| 46 | TLH | ISHARES TR | — | 9,548.0 | $971K | 0.60% | NEW | — | $101.67 | -2.9% |
| 47 | MUB | ISHARES TR | — | 8,699.0 | $932K | 0.57% | -227.0 | -2.5% | $107.11 | -0.9% |
| 48 | HYMB | SPDR SER TR | — | 37,321.0 | $931K | 0.57% | -1K | -3.5% | $24.94 | +0.1% |
| 49 | BNL | BROADSTONE NET LEASE INC | Real Estate | 53,022.0 | $921K | 0.57% | +2K | +4.3% | $17.37 | +17.4% |
| 50 | SCHB | SCHWAB STRATEGIC TR | — | 34,833.0 | $914K | 0.56% | +793.0 | +2.3% | $26.23 | +9.5% |
| 51 | WMT | WALMART INC | Consumer Defensive | 8,159.0 | $909K | 0.56% | +5K | +139.8% | $111.42 | +7.9% |
| 52 | IXUS | ISHARES TR | — | 10,635.0 | $900K | 0.56% | -101.0 | -0.9% | $84.64 | +12.2% |
| 53 | HD | HOME DEPOT INC | Consumer Cyclical | 2,447.0 | $842K | 0.52% | +77.0 | +3.2% | $344.05 | -9.0% |
| 54 | VTV | VANGUARD INDEX FDS | — | 4,128.0 | $788K | 0.49% | -108.0 | -2.5% | $190.99 | +10.4% |
| 55 | BAI | BLACKROCK ETF TRUST | — | 22,404.0 | $746K | 0.46% | NEW | — | $33.30 | +43.6% |
| 56 | RTX | RAYTHEON TECHNOLOGIES CORP | Industrials | 3,998.0 | $733K | 0.45% | -394.0 | -9.0% | $183.41 | -3.5% |
| 57 | IBDT | ISHARES TR | — | 28,024.0 | $713K | 0.44% | +4K | +15.2% | $25.46 | -0.9% |
| 58 | DIS | DISNEY WALT CO | Communication Services | 6,224.0 | $708K | 0.44% | +297.0 | +5.0% | $113.77 | -9.5% |
| 59 | IBDS | ISHARES TR | — | 29,116.0 | $707K | 0.44% | +4K | +15.4% | $24.28 | -0.3% |
| 60 | ORCL | ORACLE CORP | Technology | 3,600.0 | $702K | 0.43% | +376.0 | +11.7% | $194.91 | -1.5% |
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%