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 | ABBV | ABBVIE INC | Healthcare | 1,326.0 | $303K | 0.19% | +40.0 | +3.1% | $228.49 | -5.6% |
| 102 | OEF | ISHARES TR | — | 876.0 | $300K | 0.18% | +160.0 | +22.4% | $342.97 | +8.2% |
| 103 | IYW | ISHARES TR | — | 1,481.0 | $296K | 0.18% | -7K | -82.6% | $199.68 | +21.1% |
| 104 | UNP | UNION PAC CORP | Industrials | 1,261.0 | $292K | 0.18% | — | — | $231.32 | +14.9% |
| 105 | VBR | VANGUARD INDEX FDS | — | 1,371.0 | $290K | 0.18% | -49.0 | -3.5% | $211.79 | +9.9% |
| 106 | AXP | AMERICAN EXPRESS CO | Financial Services | 777.0 | $287K | 0.18% | +12.0 | +1.6% | $369.95 | -15.7% |
| 107 | IGEB | ISHARES TR | — | 6,283.0 | $287K | 0.18% | +88.0 | +1.4% | $45.66 | -1.7% |
| 108 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 944.0 | $280K | 0.17% | -7.0 | -0.7% | $296.21 | -14.3% |
| 109 | QQQ | INVESCO QQQ TR | Financial Services | 448.0 | $275K | 0.17% | NEW | — | $614.31 | +16.8% |
| 110 | — | ISHARES TR | — | 11,981.0 | $268K | 0.17% | +309.0 | +2.6% | $22.36 | — |
| 111 | — | ISHARES TR | — | 11,799.0 | $265K | 0.16% | +236.0 | +2.0% | $22.47 | — |
| 112 | IXN | ISHARES TR | — | 2,522.0 | $265K | 0.16% | NEW | — | $105.00 | +28.9% |
| 113 | IJH | ISHARES TR | — | 3,999.0 | $264K | 0.16% | -170.0 | -4.1% | $66.00 | +11.4% |
| 114 | BSV | VANGUARD BD INDEX FDS | — | 3,311.0 | $261K | 0.16% | NEW | — | $78.81 | -1.2% |
| 115 | VUG | VANGUARD INDEX FDS | — | 533.0 | $260K | 0.16% | — | — | $487.86 | -82.1% |
| 116 | EMGF | ISHARES INC | — | 4,371.0 | $253K | 0.16% | +220.0 | +5.3% | $57.85 | +22.4% |
| 117 | SYK | STRYKER CORPORATION | Healthcare | 713.0 | $251K | 0.15% | +8.0 | +1.1% | $351.47 | -10.0% |
| 118 | LIN | LINDE PLC | Basic Materials | 575.0 | $245K | 0.15% | -16.0 | -2.7% | $426.39 | +21.4% |
| 119 | IUSB | ISHARES TR | — | 5,121.0 | $238K | 0.15% | +387.0 | +8.2% | $46.54 | -1.4% |
| 120 | MCD | MCDONALDS CORP | Consumer Cyclical | 777.0 | $237K | 0.15% | +9.0 | +1.2% | $305.63 | -7.6% |
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%