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DecisionMap Wealth Management, LLC13F | |
| DecisionMap Wealth Management, LLC | |
| Last update 2025-04-22 | 118 Stocks (11 new) |
| Value $131.00 Mil | Turnover 10 % |
DecisionMap Wealth Management,... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 16,156 | 9,078.0 | +0.92% | 6.900 | +0.06% | 0.000 | +16.68% | +7.37% | 623,772.3 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 80,095 | 6,437.2 | +10.73% | 4.900 | +0.47% | 0.020 | +24.65% | +9.61% | 38,088.9 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 96,468 | 4,926.6 | +40.36% | 3.750 | +1.08% | 0.020 | +8.82% | +4.93% | 27,161.4 | ||
IEFA | iShares Core MSCI EAFE ETF | 64,761 | 4,899.1 | +1.62% | 3.730 | +0.06% | 0.000 | +14.34% | +21.05% | 143,058.9 | ||
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 114,578 | 4,158.0 | -0.13% | 3.160 | 0% | 0.050 | +9.07% | +9.83% | 6,307.1 | ||
TTAC | TTAC | 62,360 | 3,985.4 | +7.53% | 3.030 | +0.21% | - | +8.71% | +6.02% | 0 | ||
DFCF | Dimensional Core Fixed Income ETF | 91,234 | 3,837.3 | +2.43% | 2.920 | +0.07% | 0.060 | +0.67% | +4.11% | 7,072.8 | ||
AAPL | Apple Inc | 15,299 | 3,398.5 | +2.53% | 2.580 | +0.06% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
VOO | Vanguard S&P 500 ETF | 6,508 | 3,344.8 | -0.66% | 2.540 | -0.02% | 0.000 | +16.76% | +7.46% | 616,819.8 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 60,318 | 3,255.4 | +18.81% | 2.480 | +0.39% | 0.000 | +15.43% | +17.51% | 96,608.3 |
DecisionMap Wealth Management, LLC's Historical Top Holdings Breakdowns
DecisionMap Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +1.11% | 44.41 ($45.29) 45.98 | $45.63 | 0.75% | Add 210.91% | 46,801 | 31,748 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-03-31 | Add Add | +1.08% | 49.78 ($51.86) 53.19 | $53.21 | 2.60% | Add 40.36% | 96,468 | 27,737 | |
XLF | Financial Select Sector SPDR | 2025-03-31 | New Buy New Buy | +0.91% | 47.32 ($50.16) 52.19 | $53.19 | 6.04% | New holding | 24,034 | 24,034 | |
XLE | The Energy Select Sector SPDR Fund | 2025-03-31 | Sold Out Sold Out | -0.82% | 85.7 ($90.17) 93.96 | $87.03 | -3.48% | Sold Out | 0 | -12,109 | |
FBTC |
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
| 2025-03-31 | Add Add | +0.59% | 68.98 ($81.32) 92.8 | $95.45 | 17.38% | Add 56.1% | 30,213 | 10,858 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.58% | 95.85 ($97.76) 99.25 | $98.47 | 0.73% | Reduce -20.06% | 30,329 | -7,609 | |
STIP | iShares 0-5 Year TIPS Bond ETF | 2025-03-31 | Add Add | +0.53% | 100.59 ($101.89) 103.47 | $102.40 | 0.50% | Add 106.82% | 12,955 | 6,691 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-03-31 | Add Add | +0.47% | 80.05 ($87.3) 92.39 | $96.07 | 10.05% | Add 10.73% | 80,095 | 7,763 | |
CL | Colgate-Palmolive Co | 2025-03-31 | New Buy New Buy | +0.44% | 85.68 ($89.54) 97.5 | $92.78 | 3.62% | New holding | 6,241 | 6,241 | |
MBB | iShares MBS ETF | 2025-03-31 | Reduce Reduce | -0.44% | 90.37 ($92.49) 94.08 | $93.11 | 0.67% | Reduce -19.97% | 24,393 | -6,087 |
DecisionMap Wealth Management, LLC Total Holding History ($B)
DecisionMap Wealth Management, LLC's Asset Allocation
DecisionMap Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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DecisionMap Wealth Management, LLC's Hypothetical Growth since 2025-03-31
DecisionMap Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
DecisionMap Wealth Management, LLC's Holdings Heat Map
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DecisionMap Wealth Management, LLC's Holdings Bubble Chart
DecisionMap Wealth Management, LLC News
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