Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | IBDX | ISHARES TR | — | 8,097.0 | $207K | 0.13% | NEW | — | $25.62 | -2.1% |
| 122 | ITW | ILLINOIS TOOL WKS INC | Industrials | 791.0 | $206K | 0.13% | NEW | — | $260.76 | -3.3% |
| 123 | VONV | VANGUARD SCOTTSDALE FDS | — | 2,301.0 | $206K | 0.13% | NEW | — | $89.37 | +16.0% |
| 124 | MUNI | INTER MUN BD ACT | — | 3,923.0 | $205K | 0.13% | NEW | — | $52.28 | -0.5% |
| 125 | ABT | ABBOTT LABS | Healthcare | 1,526.0 | $204K | 0.13% | NEW | — | $133.90 | -34.7% |
| 126 | — | ISHARES TR | — | 8,890.0 | $204K | 0.13% | NEW | — | $22.95 | — |
| 127 | — | ISHARES TR | — | 9,822.0 | $202K | 0.13% | NEW | — | $20.57 | — |
| 128 | VNQ | VANGUARD INDEX FDS | — | 2,208.0 | $202K | 0.13% | NEW | — | $91.40 | +5.9% |
| 129 | BAC | BANK AMERICA CORP | Financial Services | 3,879.0 | $200K | 0.13% | NEW | — | $51.59 | +0.4% |
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%