DecisionMap Wealth Management

DecisionMap Wealth Management as of Dec. 31, 2024

Portfolio Holdings for DecisionMap Wealth Management

DecisionMap Wealth Management holds 111 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 7.5 $9.4M 16k 588.67
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.0 $6.4M 72k 87.90
Ishares Tr Core Msci Eafe (IEFA) 3.5 $4.5M 64k 70.28
Ishares Tr Hdg Msci Eafe (HEFA) 3.2 $4.0M 115k 34.75
Trimtabs Etf Tr Abacus Fcf Leade (ABFL) 3.1 $3.9M 58k 66.47
Apple (AAPL) 3.0 $3.7M 15k 250.43
Ishares Tr Core Us Aggbd Et (AGG) 2.9 $3.7M 38k 96.90
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.9 $3.7M 89k 41.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $3.5M 6.6k 538.81
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.8 $3.5M 69k 51.14
Microsoft Corporation (MSFT) 2.6 $3.2M 7.7k 421.50
NVIDIA Corporation (NVDA) 2.4 $3.0M 22k 134.29
Ishares Tr Mbs Etf (MBB) 2.2 $2.8M 31k 91.68
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.2 $2.7M 52k 52.02
Ishares Core Msci Emkt (IEMG) 2.1 $2.7M 51k 52.22
Coca-Cola Company (KO) 2.0 $2.6M 42k 62.26
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $2.0M 17k 115.22
Ishares Tr Msci Usa Min Vol (USMV) 1.5 $1.9M 22k 88.79
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $1.8M 6.4k 289.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $1.8M 3.9k 453.22
Dimensional Etf Trust Short Duration F (DFSD) 1.3 $1.6M 35k 46.88
Alphabet Cap Stk Cl A (GOOGL) 1.3 $1.6M 8.5k 189.30
Amazon (AMZN) 1.3 $1.6M 7.3k 219.40
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.3 $1.6M 19k 81.58
Spdr Ser Tr Bloomberg High Y (JNK) 1.1 $1.3M 14k 95.47
Broadstone Net Lease (BNL) 1.0 $1.3M 82k 15.86
Meta Platforms Cl A (META) 1.0 $1.2M 2.1k 585.51
Ishares Tr U.s. Tech Etf (IYW) 0.9 $1.2M 7.5k 159.52
Visa Com Cl A (V) 0.9 $1.2M 3.7k 316.04
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.9 $1.1M 22k 51.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.1M 1.9k 586.06
Tesla Motors (TSLA) 0.8 $1.1M 2.6k 403.84
Select Sector Spdr Tr Energy (XLE) 0.8 $1.0M 12k 85.66
Paccar (PCAR) 0.8 $1.0M 10k 104.02
Home Depot (HD) 0.8 $978k 2.5k 389.00
Procter & Gamble Company (PG) 0.7 $912k 5.4k 167.65
Broadcom (AVGO) 0.7 $885k 3.8k 231.82
Ishares Tr National Mun Etf (MUB) 0.7 $880k 8.3k 106.55
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.7 $879k 34k 25.58
Rollins (ROL) 0.7 $872k 19k 46.35
Wal-Mart Stores (WMT) 0.7 $860k 9.5k 90.35
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $836k 30k 27.87
Microstrategy Cl A New (MSTR) 0.6 $815k 2.8k 289.62
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $796k 9.1k 87.33
Accenture Plc Ireland Shs Class A (ACN) 0.6 $788k 2.2k 351.72
Vanguard Index Fds Value Etf (VTV) 0.6 $786k 4.6k 169.30
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $777k 34k 22.70
Johnson & Johnson (JNJ) 0.6 $771k 5.3k 144.62
Walt Disney Company (DIS) 0.6 $768k 6.9k 111.35
Oracle Corporation (ORCL) 0.6 $757k 4.5k 166.64
Alphabet Cap Stk Cl C (GOOG) 0.6 $740k 3.9k 190.44
JPMorgan Chase & Co. (JPM) 0.6 $712k 3.0k 239.71
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $675k 15k 44.87
Adobe Systems Incorporated (ADBE) 0.5 $660k 1.5k 444.53
Ishares Tr Core Msci Total (IXUS) 0.5 $638k 9.6k 66.14
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $630k 6.3k 100.60
Starbucks Corporation (SBUX) 0.5 $617k 6.8k 91.24
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $613k 2.3k 264.17
Raytheon Technologies Corp (RTX) 0.5 $587k 5.1k 115.71
Ishares Tr Tips Bd Etf (TIP) 0.4 $560k 5.3k 106.55
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $527k 29k 18.50
General Dynamics Corporation (GD) 0.4 $525k 2.0k 263.43
Nike CL B (NKE) 0.4 $517k 6.8k 75.67
Unilever Spon Adr New (UL) 0.4 $507k 8.9k 56.70
Asml Holding N V N Y Registry Shs (ASML) 0.4 $505k 729.00 692.63
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.4 $497k 20k 25.05
Lockheed Martin Corporation (LMT) 0.4 $496k 1.0k 485.94
C H Robinson Worldwide Com New (CHRW) 0.4 $493k 4.8k 103.32
Pepsi (PEP) 0.4 $491k 3.2k 152.07
Novo-nordisk A S Adr (NVO) 0.4 $491k 5.7k 86.03
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $478k 9.0k 53.05
Diageo Spon Adr New (DEO) 0.4 $475k 3.7k 127.12
Medtronic SHS (MDT) 0.4 $474k 5.9k 79.88
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $464k 20k 22.98
Eli Lilly & Co. (LLY) 0.3 $434k 562.00 772.00
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $398k 7.7k 51.73
UnitedHealth (UNH) 0.3 $395k 781.00 505.86
Mastercard Incorporated Cl A (MA) 0.3 $391k 742.00 526.57
Costco Wholesale Corporation (COST) 0.3 $381k 416.00 916.27
Vanguard Index Fds Small Cp Etf (VB) 0.3 $361k 1.5k 240.32
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $356k 14k 26.07
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $352k 2.7k 128.64
Netflix (NFLX) 0.3 $343k 385.00 891.32
Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $329k 14k 24.07
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $310k 1.6k 198.18
Union Pacific Corporation (UNP) 0.2 $305k 1.3k 228.04
Ishares Tr Ibds Dec28 Etf (IBDT) 0.2 $297k 12k 24.90
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $297k 12k 23.96
Ishares U S Etf Tr Short Maturity M (MEAR) 0.2 $295k 5.9k 49.95
Caterpillar (CAT) 0.2 $293k 809.00 362.59
Exxon Mobil Corporation (XOM) 0.2 $291k 2.7k 107.57
Stryker Corporation (SYK) 0.2 $281k 779.00 360.05
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $277k 4.4k 62.31
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.2 $276k 13k 21.33
Ishares Tr Ibond Dec 2030 (IBTK) 0.2 $272k 14k 19.19
Ishares Tr Ibonds Dec 29 (IBDU) 0.2 $271k 12k 22.80
Ishares Tr Ibonds Dec 2030 (IBDV) 0.2 $269k 13k 21.36
International Business Machines (IBM) 0.2 $260k 1.2k 219.83
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $260k 5.2k 50.13
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $258k 5.4k 47.39
Chevron Corporation (CVX) 0.2 $246k 1.7k 144.84
Palantir Technologies Cl A (PLTR) 0.2 $240k 3.2k 75.63
Ishares Tr Investment Grade (IGEB) 0.2 $240k 5.4k 44.36
Ishares Tr Ibonds Dec 2031 (IBDW) 0.2 $237k 12k 20.35
TJX Companies (TJX) 0.2 $227k 1.9k 120.81
Vanguard Index Fds Growth Etf (VUG) 0.2 $225k 547.00 410.44
McDonald's Corporation (MCD) 0.2 $221k 761.00 289.89
American Express Company (AXP) 0.2 $212k 715.00 296.79
Intuit (INTU) 0.2 $211k 335.00 628.50
Linde SHS (LIN) 0.2 $207k 495.00 418.67
Automatic Data Processing (ADP) 0.2 $207k 706.00 292.73