Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 16,836.0 | $11.3M | 7.22% | NEW | — | $669.29 | +11.9% |
| 2 | SPYG | SPDR SER TR | — | 82,149.0 | $8.6M | 5.50% | NEW | — | $104.51 | +13.2% |
| 3 | SPYV | SPDR SER TR | — | 103,061.0 | $5.7M | 3.66% | NEW | — | $55.33 | +10.4% |
| 4 | IEFA | ISHARES TR | — | 63,786.0 | $5.6M | 3.57% | NEW | — | $87.31 | +11.4% |
| 5 | ABFL | TRIMTABS ETF TR | — | 66,254.0 | $4.8M | 3.06% | NEW | — | $71.97 | +13.3% |
| 6 | HEFA | ISHARES TR | — | 117,954.0 | $4.7M | 3.00% | NEW | — | $39.61 | +14.4% |
| 7 | IEMG | ISHARES INC | — | 64,185.0 | $4.2M | 2.71% | NEW | — | $65.92 | +22.2% |
| 8 | NVDA | NVIDIA CORPORATION | Technology | 22,539.0 | $4.2M | 2.70% | NEW | — | $186.58 | +15.4% |
| 9 | MSFT | MICROSOFT CORP | Technology | 7,856.0 | $4.1M | 2.61% | NEW | — | $517.96 | -19.2% |
| 10 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 40,264.0 | $4.0M | 2.58% | NEW | — | $99.81 | -33.9% |
| 11 | VOO | VANGUARD INDEX FDS | — | 6,272.0 | $3.8M | 2.46% | NEW | — | $612.42 | +11.9% |
| 12 | AAPL | APPLE INC | Technology | 14,714.0 | $3.7M | 2.40% | NEW | — | $254.62 | +21.3% |
| 13 | DFCF | DIMENSIONAL ETF TRUST | — | 84,972.0 | $3.6M | 2.33% | NEW | — | $42.76 | -1.8% |
| 14 | AGG | ISHARES TR | — | 30,598.0 | $3.1M | 1.97% | NEW | — | $100.25 | -1.8% |
| 15 | IJR | ISHARES TR | — | 23,846.0 | $2.8M | 1.82% | NEW | — | $118.83 | +15.6% |
| 16 | BINC | BLACKROCK ETF TRUST II | — | 49,467.0 | $2.6M | 1.69% | NEW | — | $53.24 | -2.0% |
| 17 | KO | COCA COLA CO | Consumer Defensive | 37,227.0 | $2.5M | 1.58% | NEW | — | $66.32 | +22.9% |
| 18 | USMV | ISHARES TR | — | 25,103.0 | $2.4M | 1.53% | NEW | — | $95.14 | +1.8% |
| 19 | MBB | ISHARES TR | — | 24,777.0 | $2.4M | 1.51% | NEW | — | $95.15 | -1.1% |
| 20 | FBND | FIDELITY MERRIMACK STR TR | — | 48,507.0 | $2.2M | 1.44% | NEW | — | $46.24 | -1.8% |
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%