DecisionMap Wealth Management

DecisionMap Wealth Management as of June 30, 2025

Portfolio Holdings for DecisionMap Wealth Management

DecisionMap Wealth Management holds 123 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 7.1 $10M 17k 620.88
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 5.4 $7.9M 83k 95.32
Ishares Tr Core Msci Eafe (IEFA) 3.7 $5.4M 64k 83.48
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.6 $5.2M 99k 52.34
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) 3.2 $4.6M 65k 70.76
Ishares Tr Hdg Msci Eafe (HEFA) 3.0 $4.4M 116k 37.96
Microsoft Corporation (MSFT) 2.7 $3.9M 7.9k 497.41
Ishares Core Msci Emkt (IEMG) 2.6 $3.8M 63k 60.03
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.5 $3.7M 87k 42.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.4 $3.6M 6.3k 568.07
NVIDIA Corporation (NVDA) 2.4 $3.5M 22k 157.99
Fidelity Wise Origin Bitcoin SHS (FBTC) 2.3 $3.4M 36k 93.99
Apple (AAPL) 2.1 $3.0M 15k 205.16
Ishares Tr Core Us Aggbd Et (AGG) 2.0 $3.0M 30k 99.20
Coca-Cola Company (KO) 1.9 $2.7M 39k 70.75
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.8 $2.6M 48k 52.84
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $2.5M 23k 109.29
Ishares Tr Msci Usa Min Vol (USMV) 1.6 $2.3M 25k 93.87
Ishares Tr Mbs Etf (MBB) 1.6 $2.3M 24k 93.89
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.5 $2.1M 46k 45.75
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.9M 6.3k 303.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $1.9M 3.9k 485.71
Amazon (AMZN) 1.1 $1.6M 7.3k 219.40
Meta Platforms Cl A (META) 1.0 $1.5M 2.0k 738.09
Ishares Tr U.s. Tech Etf (IYW) 1.0 $1.5M 8.5k 173.27
Procter & Gamble Company (PG) 1.0 $1.5M 9.2k 159.32
Dimensional Etf Trust Short Duration F (DFSD) 1.0 $1.4M 29k 48.01
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.4M 7.8k 176.24
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $1.4M 13k 102.91
Select Sector Spdr Tr Financial (XLF) 0.9 $1.3M 24k 52.37
Spdr Ser Tr Bloomberg High Y (JNK) 0.9 $1.3M 13k 97.27
Visa Com Cl A (V) 0.9 $1.2M 3.5k 355.06
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.8 $1.2M 23k 52.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.1M 1.9k 617.70
Microstrategy Cl A New (MSTR) 0.8 $1.1M 2.8k 404.23
Rollins (ROL) 0.7 $1.1M 19k 56.42
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $1.1M 36k 29.21
Eli Lilly & Co. (LLY) 0.7 $985k 1.3k 779.53
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $967k 11k 88.25
Broadcom (AVGO) 0.7 $962k 3.5k 275.63
Home Depot (HD) 0.7 $960k 2.6k 366.62
Paccar (PCAR) 0.7 $951k 10k 95.06
Oracle Corporation (ORCL) 0.6 $916k 4.2k 218.61
Ishares Tr National Mun Etf (MUB) 0.6 $877k 8.4k 104.48
JPMorgan Chase & Co. (JPM) 0.6 $872k 3.0k 289.91
Johnson & Johnson (JNJ) 0.6 $858k 5.6k 152.75
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.6 $826k 33k 24.78
Broadstone Net Lease (BNL) 0.6 $816k 51k 16.05
Ishares Tr Core Msci Total (IXUS) 0.6 $815k 11k 77.31
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $811k 34k 23.83
Tesla Motors (TSLA) 0.5 $797k 2.5k 317.66
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $768k 13k 61.21
Vanguard Index Fds Value Etf (VTV) 0.5 $749k 4.2k 176.74
Walt Disney Company (DIS) 0.5 $726k 5.9k 124.02
Adobe Systems Incorporated (ADBE) 0.5 $701k 1.8k 386.77
Accenture Plc Ireland Shs Class A (ACN) 0.5 $695k 2.3k 298.89
Raytheon Technologies Corp (RTX) 0.5 $667k 4.6k 146.02
General Dynamics Corporation (GD) 0.5 $661k 2.3k 291.69
Starbucks Corporation (SBUX) 0.5 $657k 7.2k 91.63
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $648k 2.3k 279.87
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.4 $640k 25k 25.18
Alphabet Cap Stk Cl C (GOOG) 0.4 $629k 3.5k 177.39
Ishares Tr Tips Bd Etf (TIP) 0.4 $608k 5.5k 110.04
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $606k 27k 22.10
Ishares Tr Ibonds Dec2026 (IBDR) 0.4 $597k 25k 24.25
Asml Holding N V N Y Registry Shs (ASML) 0.4 $595k 743.00 800.99
Zoetis Cl A (ZTS) 0.4 $593k 3.8k 155.93
Novo-nordisk A S Adr (NVO) 0.4 $581k 8.4k 69.02
Colgate-Palmolive Company (CL) 0.4 $575k 6.3k 90.90
Ishares Tr Ibds Dec28 Etf (IBDT) 0.4 $573k 23k 25.42
Ishares Tr Ibonds 27 Etf (IBDS) 0.4 $568k 23k 24.27
Ishares Tr Ibonds Dec 29 (IBDU) 0.4 $551k 24k 23.33
Unilever Spon Adr New (UL) 0.4 $551k 9.0k 61.17
Ishares Tr Ibonds Dec 2030 (IBDV) 0.4 $549k 25k 21.98
Medtronic SHS (MDT) 0.4 $548k 6.3k 87.17
Netflix (NFLX) 0.4 $537k 401.00 1339.13
C H Robinson Worldwide Com New (CHRW) 0.4 $523k 5.4k 95.95
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $515k 22k 22.98
Diageo Spon Adr New (DEO) 0.4 $511k 5.1k 100.84
Ishares Tr Ibonds Dec 2031 (IBDW) 0.3 $500k 24k 21.04
Lockheed Martin Corporation (LMT) 0.3 $439k 947.00 463.14
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.3 $426k 8.5k 50.17
Mastercard Incorporated Cl A (MA) 0.3 $424k 754.00 561.94
Costco Wholesale Corporation (COST) 0.3 $406k 410.00 989.94
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $367k 13k 27.67
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $364k 2.7k 135.03
Palantir Technologies Cl A (PLTR) 0.2 $361k 2.6k 136.32
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $349k 7.1k 49.03
Wal-Mart Stores (WMT) 0.2 $345k 3.5k 97.79
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.2 $343k 16k 21.92
Ishares Tr Ibond Dec 2030 (IBTK) 0.2 $342k 17k 19.84
International Business Machines (IBM) 0.2 $339k 1.2k 294.78
Vanguard Index Fds Small Cp Etf (VB) 0.2 $319k 1.3k 237.02
Caterpillar (CAT) 0.2 $309k 795.00 388.02
Wells Fargo & Company (WFC) 0.2 $300k 3.7k 80.12
Union Pacific Corporation (UNP) 0.2 $299k 1.3k 230.08
Exxon Mobil Corporation (XOM) 0.2 $288k 2.7k 107.80
Stryker Corporation (SYK) 0.2 $287k 726.00 395.63
Linde SHS (LIN) 0.2 $281k 598.00 469.18
Ishares Tr Investment Grade (IGEB) 0.2 $280k 6.2k 45.44
Chevron Corporation (CVX) 0.2 $279k 1.9k 143.19
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $277k 1.4k 195.01
Intuit (INTU) 0.2 $266k 338.00 787.63
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.2 $261k 12k 22.36
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.2 $260k 12k 22.49
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $259k 4.2k 62.02
Goldman Sachs (GS) 0.2 $251k 354.00 707.75
TJX Companies (TJX) 0.2 $246k 2.0k 123.49
American Express Company (AXP) 0.2 $242k 757.00 318.98
McDonald's Corporation (MCD) 0.2 $241k 826.00 292.17
Ishares Tr Core Total Usd (IUSB) 0.2 $239k 5.2k 46.23
Ishares U S Etf Tr Short Maturity M (MEAR) 0.2 $236k 4.7k 50.27
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $234k 2.1k 112.00
Vanguard Index Fds Growth Etf (VUG) 0.2 $234k 533.00 438.40
Ishares Tr S&p 100 Etf (OEF) 0.2 $221k 727.00 304.35
Abbott Laboratories (ABT) 0.2 $221k 1.6k 135.97
Automatic Data Processing (ADP) 0.1 $218k 707.00 308.40
Ishares Emng Mkts Eqt (EMGF) 0.1 $217k 4.2k 52.07
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $215k 2.5k 85.21
Abbvie (ABBV) 0.1 $211k 1.1k 185.62
Servicenow (NOW) 0.1 $204k 199.00 1025.50
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $204k 8.9k 22.93
Ishares Tr Ibonds Dec 2031 (IBTL) 0.1 $201k 9.8k 20.50