Mga Batayang Estadistika
Nilai Portofolio $ 145,809,639
Posisi Saat Ini 123
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

DecisionMap Wealth Management, LLC telah mengungkapkan total kepemilikan 123 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 145,809,639 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama DecisionMap Wealth Management, LLC adalah iShares Trust - iShares Core S&P 500 ETF (US:IVV) , SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF (US:SPYG) , iShares Trust - iShares Core MSCI EAFE ETF (US:IEFA) , SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF (US:SPYV) , and Abacus FCF ETF Trust - Abacus FCF Leaders ETF (US:ABFL) . Posisi baru DecisionMap Wealth Management, LLC meliputi: Zoetis Inc. (US:ZTS) , Wells Fargo & Company (US:WFC) , iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF (US:IBTH) , The Goldman Sachs Group, Inc. (US:GS) , and iShares Trust - iShares S&P 100 ETF (US:OEF) .

DecisionMap Wealth Management, LLC - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.04 3.41 2.3398 0.6859
0.02 3.49 2.3935 0.6030
0.08 7.86 5.3918 0.4956
0.01 3.93 2.6919 0.4777
0.00 0.59 0.4069 0.4069
0.00 0.99 0.6758 0.3001
0.00 0.96 0.6597 0.2298
0.02 10.38 7.1176 0.2128
0.00 0.30 0.2056 0.2056
0.01 1.46 1.0003 0.2050
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.01 3.01 2.0616 -0.5232
0.09 3.69 2.5302 -0.3884
0.00 0.34 0.2363 -0.3444
0.00 1.87 1.2831 -0.2981
0.03 2.97 2.0340 -0.2479
0.04 2.72 1.8665 -0.2219
0.02 2.27 1.5551 -0.1849
0.03 1.39 0.9528 -0.1832
0.10 5.20 3.5690 -0.1782
0.05 2.11 1.4500 -0.1750
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-30 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
IVV / iShares Trust - iShares Core S&P 500 ETF 0.02 3.46 10.38 14.33 7.1176 0.2128
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.08 2.97 7.86 22.12 5.3918 0.4956
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.06 -1.03 5.35 9.21 3.6696 -0.0567
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF 0.10 3.07 5.20 5.62 3.5690 -0.1782
ABFL / Abacus FCF ETF Trust - Abacus FCF Leaders ETF 0.07 4.27 4.60 15.43 3.1554 0.1240
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF 0.12 1.49 4.41 6.16 3.0273 -0.1353
MSFT / Microsoft Corporation 0.01 1.75 3.93 34.83 2.6919 0.4777
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.06 4.26 3.78 15.98 2.5891 0.1130
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF 0.09 -4.31 3.69 -3.86 2.5302 -0.3884
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.01 -3.60 3.56 6.58 2.4443 -0.0997
NVDA / NVIDIA Corporation 0.02 1.70 3.49 48.22 2.3935 0.6030
FBTC / Fidelity Wise Origin Bitcoin Fund 0.04 20.14 3.41 56.90 2.3398 0.6859
AAPL / Apple Inc. 0.01 -4.23 3.01 -11.54 2.0616 -0.5232
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.03 -1.42 2.97 -1.17 2.0340 -0.2479
KO / The Coca-Cola Company 0.04 0.34 2.72 -0.87 1.8665 -0.2219
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF 0.05 0.37 2.56 1.27 1.7526 -0.1670
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.02 6.43 2.54 11.25 1.7434 0.0051
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.02 3.38 2.30 3.60 1.5786 -0.1111
MBB / iShares Trust - iShares MBS ETF 0.02 -1.00 2.27 -0.87 1.5551 -0.1849
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 0.05 -1.26 2.11 -1.03 1.4500 -0.1750
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.01 -5.51 1.92 4.52 1.3164 -0.0807
BRK.B / Berkshire Hathaway Inc. 0.00 -1.33 1.87 -10.01 1.2831 -0.2981
AMZN / Amazon.com, Inc. 0.01 -5.16 1.61 9.36 1.1058 -0.0156
META / Meta Platforms, Inc. 0.00 -8.62 1.49 17.09 1.0200 0.0534
IYW / iShares Trust - iShares U.S. Technology ETF 0.01 4.21 1.48 28.60 1.0121 0.1391
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.01 49.20 1.46 39.52 1.0003 0.2050
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 0.03 -7.93 1.39 -6.97 0.9528 -0.1832
GOOGL / Alphabet Inc. 0.01 7.06 1.38 22.04 0.9460 0.0861
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF 0.01 1.49 1.35 0.97 0.9280 -0.0916
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.02 1.71 1.28 6.93 0.8779 -0.0326
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF 0.01 -1.41 1.27 0.64 0.8676 -0.0886
V / Visa Inc. 0.00 -1.79 1.25 -0.48 0.8547 -0.0980
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.02 1.75 1.19 2.50 0.8142 -0.0667
SPY / SPDR S&P 500 ETF 0.00 -0.80 1.15 9.55 0.7871 -0.0099
MSTR / Strategy Inc 0.00 0.78 1.15 41.26 0.7871 0.1694
ROL / Rollins, Inc. 0.02 0.00 1.06 4.43 0.7281 -0.0452
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.04 -1.27 1.06 15.17 0.7238 0.0268
LLY / Eli Lilly and Company 0.00 111.37 0.99 99.80 0.6758 0.3001
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF 0.01 8.79 0.97 5.45 0.6633 -0.0342
AVGO / Broadcom Inc. 0.00 3.38 0.96 70.09 0.6597 0.2298
HD / The Home Depot, Inc. 0.00 4.38 0.96 4.46 0.6585 -0.0410
PCAR / PACCAR Inc 0.01 -0.23 0.95 -2.56 0.6524 -0.0904
ORCL / Oracle Corporation 0.00 -16.24 0.92 31.04 0.6285 0.0963
MUB / iShares Trust - iShares National Muni Bond ETF 0.01 -0.19 0.88 -1.13 0.6012 -0.0730
JPM / JPMorgan Chase & Co. 0.00 1.69 0.87 20.14 0.5979 0.0462
JNJ / Johnson & Johnson 0.01 -3.40 0.86 -11.00 0.5887 -0.1451
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF 0.03 -2.16 0.83 -3.85 0.5661 -0.0870
BNL / Broadstone Net Lease, Inc. 0.05 -8.81 0.82 -14.11 0.5596 -0.1630
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF 0.01 4.61 0.81 15.79 0.5587 0.0238
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.03 -0.25 0.81 10.49 0.5563 -0.0025
TSLA / Tesla, Inc. 0.00 -14.90 0.80 4.33 0.5464 -0.0345
IBIT / iShares Bitcoin Trust ETF 0.01 6.79 0.77 39.71 0.5264 0.1083
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 -4.42 0.75 -2.09 0.5137 -0.0689
DIS / The Walt Disney Company 0.01 -5.94 0.73 18.24 0.4980 0.0306
ADBE / Adobe Inc. 0.00 6.84 0.70 7.69 0.4806 -0.0140
ACN / Accenture plc 0.00 6.90 0.69 2.36 0.4764 -0.0395
RTX / RTX Corporation 0.00 -12.80 0.67 -3.89 0.4577 -0.0704
GD / General Dynamics Corporation 0.00 3.85 0.66 11.11 0.4533 0.0010
SBUX / Starbucks Corporation 0.01 4.21 0.66 -2.67 0.4508 -0.0628
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 0.00 0.65 8.19 0.4443 -0.0111
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF 0.03 24.64 0.64 24.76 0.4391 0.0489
GOOG / Alphabet Inc. 0.00 -1.25 0.63 12.14 0.4312 0.0047
TIP / iShares Trust - iShares TIPS Bond ETF 0.01 4.68 0.61 3.75 0.4171 -0.0290
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.03 -3.12 0.61 8.23 0.4155 -0.0102
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF 0.02 32.70 0.60 33.04 0.4092 0.0678
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 -0.40 0.60 20.45 0.4082 0.0324
ZTS / Zoetis Inc. 0.00 0.59 0.4069 0.4069
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0.01 14.28 0.58 13.70 0.3985 0.0094
CL / Colgate-Palmolive Company 0.01 1.38 0.58 -1.54 0.3944 -0.0503
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF 0.02 34.87 0.57 35.78 0.3932 0.0719
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF 0.02 35.14 0.57 35.65 0.3893 0.0710
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF 0.02 36.99 0.55 38.19 0.3778 0.0746
UL / Unilever PLC - Depositary Receipt (Common Stock) 0.01 -7.01 0.55 -4.51 0.3777 -0.0608
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF 0.02 36.20 0.55 37.69 0.3765 0.0736
MDT / Medtronic plc 0.01 2.95 0.55 0.00 0.3759 -0.0415
NFLX / Netflix, Inc. 0.00 3.62 0.54 48.89 0.3683 0.0938
CHRW / C.H. Robinson Worldwide, Inc. 0.01 12.49 0.52 5.45 0.3585 -0.0187
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF 0.02 0.86 0.51 0.78 0.3531 -0.0353
DEO / Diageo plc - Depositary Receipt (Common Stock) 0.01 18.42 0.51 13.84 0.3504 0.0094
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF 0.02 42.90 0.50 44.93 0.3430 0.0805
LMT / Lockheed Martin Corporation 0.00 -1.66 0.44 1.86 0.3008 -0.0264
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund 0.01 11.77 0.43 12.14 0.2918 0.0031
MA / Mastercard Incorporated 0.00 -1.57 0.42 0.95 0.2906 -0.0288
COST / Costco Wholesale Corporation 0.00 -2.61 0.41 1.76 0.2784 -0.0245
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.01 0.00 0.37 3.98 0.2513 -0.0164
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.00 0.04 0.36 10.64 0.2499 -0.0004
PLTR / Palantir Technologies Inc. 0.00 -19.83 0.36 29.50 0.2476 0.0355
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.01 21.85 0.35 20.42 0.2391 0.0189
WMT / Walmart Inc. 0.00 -59.49 0.34 -54.91 0.2363 -0.3444
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF 0.02 21.06 0.34 21.71 0.2351 0.0212
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF 0.02 21.38 0.34 22.22 0.2344 0.0222
IBM / International Business Machines Corporation 0.00 -16.55 0.34 -1.17 0.2325 -0.0281
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 -5.15 0.32 1.27 0.2186 -0.0206
CAT / Caterpillar Inc. 0.00 1.15 0.31 18.92 0.2116 0.0145
WFC / Wells Fargo & Company 0.00 0.30 0.2056 0.2056
UNP / Union Pacific Corporation 0.00 -5.73 0.30 -8.00 0.2051 -0.0427
XOM / Exxon Mobil Corporation 0.00 -3.93 0.29 -13.03 0.1972 -0.0539
SYK / Stryker Corporation 0.00 -2.42 0.29 3.99 0.1970 -0.0137
LIN / Linde plc 0.00 17.49 0.28 18.14 0.1924 0.0122
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF 0.01 -5.47 0.28 -4.44 0.1921 -0.0312
CVX / Chevron Corporation 0.00 1.25 0.28 -13.40 0.1913 -0.0535
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 -6.08 0.28 -1.77 0.1902 -0.0243
INTU / Intuit Inc. 0.00 0.27 0.1826 0.1826
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF 0.01 29.66 0.26 30.00 0.1790 0.0266
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF 0.01 0.26 0.1784 0.1784
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.00 -4.36 0.26 1.57 0.1773 -0.0161
GS / The Goldman Sachs Group, Inc. 0.00 0.25 0.1718 0.1718
TJX / The TJX Companies, Inc. 0.00 2.05 0.25 3.36 0.1690 -0.0122
AXP / American Express Company 0.00 0.24 0.1656 0.1656
MCD / McDonald's Corporation 0.00 4.69 0.24 -2.03 0.1655 -0.0219
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF 0.01 -0.65 0.24 -0.42 0.1636 -0.0184
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF 0.00 -10.25 0.24 -10.27 0.1621 -0.0381
EFG / iShares Trust - iShares MSCI EAFE Growth ETF 0.00 4.34 0.23 17.00 0.1605 0.0082
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 -15.80 0.23 -0.43 0.1603 -0.0183
OEF / iShares Trust - iShares S&P 100 ETF 0.00 0.22 0.1517 0.1517
ABT / Abbott Laboratories 0.00 -0.12 0.22 2.33 0.1513 -0.0125
ADP / Automatic Data Processing, Inc. 0.00 2.32 0.22 3.32 0.1495 -0.0110
EMGF / iShares, Inc. - iShares Emerging Markets Equity Factor ETF 0.00 0.22 0.1485 0.1485
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF 0.00 0.21 0.1472 0.1472
ABBV / AbbVie Inc. 0.00 -5.08 0.21 -15.94 0.1450 -0.0462
NOW / ServiceNow, Inc. 0.00 0.20 0.1400 0.1400
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF 0.01 0.20 0.1398 0.1398
IBTL / iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF 0.01 0.20 0.1381 0.1381
IWV / iShares Trust - iShares Russell 3000 ETF 0.00 -100.00 0.00 0.0000
PEP / PepsiCo, Inc. 0.00 -100.00 0.00 0.0000
UNH / UnitedHealth Group Incorporated 0.00 -100.00 0.00 0.0000
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.00 -100.00 0.00 0.0000
NKE / NIKE, Inc. 0.00 -100.00 0.00 0.0000
BBAI / BigBear.ai Holdings, Inc. 0.00 -100.00 0.00 -100.00 -0.0392
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF 0.00 -100.00 0.00 0.0000