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 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 719.0 | $237K | 0.15% | NEW | — | $330.11 | +17.7% |
| 122 | EFG | ISHARES TR | — | 2,056.0 | $234K | 0.14% | -11.0 | -0.5% | $113.92 | +6.6% |
| 123 | INTU | INTUIT | Technology | 353.0 | $234K | 0.14% | -16.0 | -4.3% | $662.42 | -51.7% |
| 124 | MUNI | INTER MUN BD ACT | — | 4,450.0 | $233K | 0.14% | +527.0 | +13.4% | $52.41 | -0.7% |
| 125 | TLT | ISHARES TR | — | 2,646.0 | $231K | 0.14% | -9K | -77.9% | $87.17 | -2.9% |
| 126 | GE | GENERAL ELECTRIC CO | Industrials | 744.0 | $229K | 0.14% | +22.0 | +3.0% | $308.03 | -1.7% |
| 127 | VNQ | VANGUARD INDEX FDS | — | 2,576.0 | $228K | 0.14% | +368.0 | +16.7% | $88.47 | +9.4% |
| 128 | FQAL | FIDELITY COVINGTON TRUST | — | 2,962.0 | $224K | 0.14% | +151.0 | +5.4% | $75.59 | +6.7% |
| 129 | BAC | BANK AMERICA CORP | Financial Services | 4,061.0 | $223K | 0.14% | +182.0 | +4.7% | $55.00 | -5.8% |
| 130 | MEAR | ISHARES U S ETF TR | — | 4,343.0 | $219K | 0.14% | -492.0 | -10.2% | $50.32 | -0.1% |
| 131 | IWV | ISHARES TR | — | 559.0 | $216K | 0.13% | — | — | $386.93 | +9.2% |
| 132 | VONV | VANGUARD SCOTTSDALE FDS | — | 2,303.0 | $213K | 0.13% | — | — | $92.30 | +12.3% |
| 133 | — | ISHARES TR | — | 9,270.0 | $212K | 0.13% | +380.0 | +4.3% | $22.87 | — |
| 134 | JMST | J P MORGAN EXCHANGE TRADED F | — | 4,033.0 | $205K | 0.13% | NEW | — | $50.94 | -0.1% |
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%