Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | IGEB | ISHARES TR | — | 6,195.0 | $285K | 0.18% | NEW | — | $46.05 | -2.6% |
| 102 | LIN | LINDE PLC | Basic Materials | 591.0 | $281K | 0.18% | NEW | — | $475.00 | +9.0% |
| 103 | IJH | ISHARES TR | — | 4,169.0 | $272K | 0.17% | NEW | — | $65.26 | +12.6% |
| 104 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 951.0 | $268K | 0.17% | NEW | — | $282.16 | -10.0% |
| 105 | — | ISHARES TR | — | 11,672.0 | $261K | 0.17% | NEW | — | $22.39 | — |
| 106 | SYK | STRYKER CORPORATION | Healthcare | 705.0 | $261K | 0.17% | NEW | — | $369.67 | -14.4% |
| 107 | — | ISHARES TR | — | 11,563.0 | $260K | 0.17% | NEW | — | $22.52 | — |
| 108 | VUG | VANGUARD INDEX FDS | — | 533.0 | $256K | 0.16% | NEW | — | $479.61 | -81.7% |
| 109 | AXP | AMERICAN EXPRESS CO | Financial Services | 765.0 | $254K | 0.16% | NEW | — | $332.16 | -6.1% |
| 110 | INTU | INTUIT | Technology | 369.0 | $252K | 0.16% | NEW | — | $682.91 | -53.2% |
| 111 | WFC | WELLS FARGO CO NEW | Financial Services | 2,969.0 | $249K | 0.16% | NEW | — | $83.82 | -8.9% |
| 112 | MEAR | ISHARES U S ETF TR | — | 4,835.0 | $244K | 0.16% | NEW | — | $50.51 | -0.5% |
| 113 | OEF | ISHARES TR | — | 716.0 | $238K | 0.15% | NEW | — | $332.84 | +11.5% |
| 114 | EFG | ISHARES TR | — | 2,067.0 | $235K | 0.15% | NEW | — | $113.88 | +6.7% |
| 115 | EMGF | ISHARES INC | — | 4,151.0 | $235K | 0.15% | NEW | — | $56.58 | +25.1% |
| 116 | MCD | MCDONALDS CORP | Consumer Cyclical | 768.0 | $233K | 0.15% | NEW | — | $303.89 | -7.1% |
| 117 | IUSB | ISHARES TR | — | 4,734.0 | $221K | 0.14% | NEW | — | $46.71 | -1.8% |
| 118 | GE | GENERAL ELECTRIC CO | Industrials | 722.0 | $217K | 0.14% | NEW | — | $300.82 | +0.7% |
| 119 | IWV | ISHARES TR | — | 559.0 | $212K | 0.14% | NEW | — | $379.02 | +11.5% |
| 120 | FQAL | FIDELITY COVINGTON TRUST | — | 2,811.0 | $210K | 0.14% | NEW | — | $74.72 | +8.0% |
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%