DecisionMap Wealth Management

DecisionMap Wealth Management as of March 31, 2025

Portfolio Holdings for DecisionMap Wealth Management

DecisionMap Wealth Management holds 118 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 6.9 $9.1M 16k 561.90
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.9 $6.4M 80k 80.37
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.7 $4.9M 97k 51.07
Ishares Tr Core Msci Eafe (IEFA) 3.7 $4.9M 65k 75.65
Ishares Tr Hdg Msci Eafe (HEFA) 3.2 $4.2M 115k 36.29
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) 3.0 $4.0M 62k 63.91
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.9 $3.8M 91k 42.06
Apple (AAPL) 2.6 $3.4M 15k 222.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.5 $3.3M 6.5k 513.95
Ishares Core Msci Emkt (IEMG) 2.5 $3.3M 60k 53.97
Ishares Tr Core Us Aggbd Et (AGG) 2.3 $3.0M 30k 98.92
Microsoft Corporation (MSFT) 2.2 $2.9M 7.8k 375.39
Coca-Cola Company (KO) 2.1 $2.7M 38k 71.62
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.9 $2.5M 48k 52.38
NVIDIA Corporation (NVDA) 1.8 $2.4M 22k 108.38
Ishares Tr Mbs Etf (MBB) 1.7 $2.3M 24k 93.78
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $2.3M 22k 104.57
Ishares Tr Msci Usa Min Vol (USMV) 1.7 $2.2M 24k 93.66
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.7 $2.2M 30k 71.97
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.6 $2.1M 47k 45.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $2.1M 3.9k 532.51
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $1.8M 6.7k 274.82
Dimensional Etf Trust Short Duration F (DFSD) 1.1 $1.5M 31k 47.52
Amazon (AMZN) 1.1 $1.5M 7.7k 190.27
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.0 $1.3M 13k 103.47
Meta Platforms Cl A (META) 1.0 $1.3M 2.2k 576.36
Spdr Ser Tr Bloomberg High Y (JNK) 1.0 $1.3M 13k 95.30
Visa Com Cl A (V) 1.0 $1.3M 3.6k 350.46
Select Sector Spdr Tr Financial (XLF) 0.9 $1.2M 24k 49.81
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.9 $1.2M 22k 52.37
Ishares Tr U.s. Tech Etf (IYW) 0.9 $1.1M 8.2k 140.44
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.1M 7.3k 154.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.0M 1.9k 559.46
Procter & Gamble Company (PG) 0.8 $1.0M 6.1k 170.42
Rollins (ROL) 0.8 $1.0M 19k 54.03
Paccar (PCAR) 0.7 $977k 10k 97.37
Johnson & Johnson (JNJ) 0.7 $965k 5.8k 165.83
Broadstone Net Lease (BNL) 0.7 $950k 56k 17.04
Home Depot (HD) 0.7 $920k 2.5k 366.56
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $917k 10k 91.03
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $916k 37k 25.04
Ishares Tr National Mun Etf (MUB) 0.7 $886k 8.4k 105.44
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.7 $859k 34k 25.22
Microstrategy Cl A New (MSTR) 0.6 $812k 2.8k 288.27
Vanguard Index Fds Value Etf (VTV) 0.6 $766k 4.4k 172.74
Tesla Motors (TSLA) 0.6 $764k 2.9k 259.16
Wal-Mart Stores (WMT) 0.6 $764k 8.7k 87.79
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $735k 34k 21.53
JPMorgan Chase & Co. (JPM) 0.6 $725k 3.0k 245.30
Ishares Tr Core Msci Total (IXUS) 0.5 $703k 10k 69.81
Oracle Corporation (ORCL) 0.5 $700k 5.0k 139.81
Raytheon Technologies Corp (RTX) 0.5 $694k 5.2k 132.46
Accenture Plc Ireland Shs Class A (ACN) 0.5 $678k 2.2k 311.99
Starbucks Corporation (SBUX) 0.5 $675k 6.9k 98.09
Adobe Systems Incorporated (ADBE) 0.5 $650k 1.7k 383.42
Walt Disney Company (DIS) 0.5 $614k 6.2k 98.70
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $599k 2.3k 258.66
General Dynamics Corporation (GD) 0.5 $595k 2.2k 272.55
Ishares Tr Tips Bd Etf (TIP) 0.4 $587k 5.3k 111.09
Colgate-Palmolive Company (CL) 0.4 $585k 6.2k 93.69
Unilever Spon Adr New (UL) 0.4 $577k 9.7k 59.55
Broadcom (AVGO) 0.4 $565k 3.4k 167.42
Alphabet Cap Stk Cl C (GOOG) 0.4 $561k 3.6k 156.23
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $560k 28k 19.78
Pepsi (PEP) 0.4 $552k 3.7k 149.95
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $550k 12k 46.81
Medtronic SHS (MDT) 0.4 $549k 6.1k 89.86
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.4 $513k 20k 25.15
Novo-nordisk A S Adr (NVO) 0.4 $512k 7.4k 69.44
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $511k 22k 22.98
C H Robinson Worldwide Com New (CHRW) 0.4 $496k 4.8k 102.41
Asml Holding N V N Y Registry Shs (ASML) 0.4 $494k 746.00 662.23
Eli Lilly & Co. (LLY) 0.4 $494k 598.00 825.91
Nike CL B (NKE) 0.4 $475k 7.5k 63.48
Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $449k 19k 24.21
Diageo Spon Adr New (DEO) 0.3 $448k 4.3k 104.79
Lockheed Martin Corporation (LMT) 0.3 $430k 963.00 446.71
Ishares Tr Ibds Dec28 Etf (IBDT) 0.3 $422k 17k 25.26
Mastercard Incorporated Cl A (MA) 0.3 $420k 766.00 548.12
Ishares Tr Ibonds 27 Etf (IBDS) 0.3 $419k 17k 24.18
UnitedHealth (UNH) 0.3 $401k 766.00 523.75
Ishares Tr Ibonds Dec 29 (IBDU) 0.3 $399k 17k 23.13
Ishares Tr Ibonds Dec 2030 (IBDV) 0.3 $398k 18k 21.72
Costco Wholesale Corporation (COST) 0.3 $398k 421.00 945.78
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.3 $380k 7.6k 50.02
Netflix (NFLX) 0.3 $361k 387.00 932.53
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $352k 13k 26.58
Ishares Tr Ibonds Dec 2031 (IBDW) 0.3 $345k 17k 20.75
International Business Machines (IBM) 0.3 $343k 1.4k 248.66
Exxon Mobil Corporation (XOM) 0.3 $330k 2.8k 118.93
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $329k 2.7k 121.99
Union Pacific Corporation (UNP) 0.2 $326k 1.4k 236.24
Chevron Corporation (CVX) 0.2 $322k 1.9k 167.29
Vanguard Index Fds Small Cp Etf (VB) 0.2 $315k 1.4k 221.78
Ishares Tr Investment Grade (IGEB) 0.2 $294k 6.5k 45.01
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $290k 5.8k 49.62
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $282k 1.5k 186.29
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.2 $281k 13k 21.77
Ishares Tr Ibond Dec 2030 (IBTK) 0.2 $279k 14k 19.66
Palantir Technologies Cl A (PLTR) 0.2 $279k 3.3k 84.40
Stryker Corporation (SYK) 0.2 $277k 744.00 372.25
Ishares U S Etf Tr Short Maturity M (MEAR) 0.2 $263k 5.2k 50.24
Caterpillar (CAT) 0.2 $259k 786.00 329.64
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $254k 4.4k 58.35
Abbvie (ABBV) 0.2 $251k 1.2k 209.52
McDonald's Corporation (MCD) 0.2 $247k 789.00 312.37
Ishares Tr Core Total Usd (IUSB) 0.2 $239k 5.2k 46.08
TJX Companies (TJX) 0.2 $238k 2.0k 121.80
Linde SHS (LIN) 0.2 $237k 509.00 465.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $236k 2.6k 90.52
Vanguard Index Fds Growth Etf (VUG) 0.2 $235k 633.00 370.82
Abbott Laboratories (ABT) 0.2 $215k 1.6k 132.61
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $211k 4.4k 47.60
Automatic Data Processing (ADP) 0.2 $211k 691.00 305.53
Ishares Tr Russell 3000 Etf (IWV) 0.2 $207k 651.00 317.70
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $200k 2.0k 100.00
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.2 $200k 9.0k 22.25
Bigbear Ai Hldgs (BBAI) 0.0 $52k 18k 2.86