Decisionmap Wealth Management, LLC Top Holdings and 13F Report (2025) About Decisionmap Wealth Management, LLCInvestment ActivityDecisionmap Wealth Management, LLC has $126.19 million in total holdings as of December 31, 2024.Decisionmap Wealth Management, LLC owns shares of 111 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $9,423,490SPDR Portfolio S&P 500 Growth ETF $6,357,983iShares Core MSCI EAFE ETF $4,478,988iShares Currency Hedged MSCI EAFE ETF $3,986,729FCF US Quality ETF $3,854,652 Sector AllocationMap of 500 Largest Holdings ofDecisionmap Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$9,423,49016,0087.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$6,357,98372,3325.0%ETFIEFAiShares Core MSCI EAFE ETF$4,478,98863,7313.5%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$3,986,729114,7263.2%ETFTTACFCF US Quality ETF$3,854,65257,9943.1%ETFAAPLApple$3,736,86914,9223.0%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$3,676,19237,9382.9%FinanceDFCFDimensional Core Fixed Income ETF$3,675,83689,0682.9%ETFVOOVanguard S&P 500 ETF$3,529,7446,5512.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,514,90368,7312.8%ETFMSFTMicrosoft$3,224,4447,6502.6%Computer and TechnologyNVDANVIDIA$2,973,69022,1442.4%Computer and TechnologyMBBiShares MBS ETF$2,794,43230,4802.2%ETFBINCiShares Flexible Income Active ETF$2,719,18952,2722.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,651,12950,7682.1%ETFKOCoca-Cola$2,583,54141,4962.0%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$1,983,56117,2151.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,947,16521,9301.5%ETFVTIVanguard Total Stock Market ETF$1,847,4176,3751.5%ETFBRK.BBerkshire Hathaway$1,756,6873,8761.4%FinanceDFSDDimensional Short-Duration Fixed Income ETF$1,618,29834,5201.3%ETFGOOGLAlphabet$1,616,2458,5381.3%Computer and TechnologyAMZNAmazon.com$1,607,3227,3261.3%Retail/WholesaleFIDELITY WISE ORIGIN BITCOIN$1,578,95719,3551.3%SHSJNKSPDR Bloomberg High Yield Bond ETF$1,335,81613,9921.1%FinanceBNLBroadstone Net Lease$1,295,81081,7031.0%FinanceMETAMeta Platforms$1,238,9392,1161.0%Computer and TechnologyIYWiShares U.S. Technology ETF$1,189,2227,4550.9%ManufacturingVVisa$1,155,1163,6550.9%Business ServicesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,141,48422,0790.9%ManufacturingSPYSPDR S&P 500 ETF Trust$1,102,3711,8810.9%FinanceTSLATesla$1,062,5032,6310.8%Auto/Tires/TrucksXLEEnergy Select Sector SPDR Fund$1,037,25712,1090.8%ETFPCARPACCAR$1,037,0799,9700.8%Auto/Tires/TrucksHDHome Depot$977,9522,5140.8%Retail/WholesalePGProcter & Gamble$912,1605,4410.7%Consumer StaplesAVGOBroadcom$884,6353,8160.7%Computer and TechnologyMUBiShares National Muni Bond ETF$880,4238,2630.7%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$878,64734,3490.7%ETFROLRollins$872,16818,8170.7%ConstructionWMTWalmart$859,8279,5170.7%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$835,87729,9920.7%ETFMSTRMicroStrategy$814,7012,8130.6%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$796,1889,1170.6%ETFACNAccenture$787,8552,2400.6%Computer and TechnologyVTVVanguard Value ETF$786,3994,6450.6%ETFSCHBSchwab US Broad Market ETF$776,61234,2120.6%ETFJNJJohnson & Johnson$770,8345,3300.6%MedicalDISWalt Disney$768,1786,8990.6%Consumer DiscretionaryORCLOracle$756,5264,5400.6%Computer and TechnologyGOOGAlphabet$739,6693,8840.6%Computer and TechnologyJPMJPMorgan Chase & Co.$712,1782,9710.6%FinanceFBNDFidelity Total Bond ETF$675,42815,0530.5%ETFADBEAdobe$660,1271,4850.5%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$637,6519,6410.5%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$630,1586,2640.5%ETFSBUXStarbucks$617,4486,7670.5%Retail/WholesaleVOVanguard Mid-Cap ETF$612,8722,3200.5%ETFRTXRTX$586,7695,0710.5%AerospaceTIPiShares TIPS Bond ETF$560,0275,2560.4%ETFSCHFSchwab International Equity ETF$527,12128,4930.4%ETFGDGeneral Dynamics$525,2811,9940.4%AerospaceNKENIKE$517,0376,8330.4%Consumer DiscretionaryULUnilever$506,6498,9360.4%Consumer StaplesASMLASML$504,9267290.4%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$497,38019,8550.4%ETFLMTLockheed Martin$496,1451,0210.4%AerospaceCHRWC.H. Robinson Worldwide$492,5104,7670.4%TransportationPEPPepsiCo$490,8873,2280.4%Consumer StaplesNVONovo Nordisk A/S$490,7785,7050.4%MedicalISHARES BITCOIN TRUST ETF$477,7869,0060.4%SHS BEN INTDEODiageo$475,1913,7380.4%Consumer StaplesMDTMedtronic$473,9405,9330.4%MedicalGOVTiShares U.S. Treasury Bond ETF$463,92020,1880.4%ETFLLYEli Lilly and Company$433,8645620.3%MedicalMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$398,1667,6970.3%ETFUNHUnitedHealth Group$395,0777810.3%MedicalMAMastercard$390,7157420.3%Business ServicesCOSTCostco Wholesale$381,1684160.3%Retail/WholesaleVBVanguard Small-Cap ETF$361,1951,5030.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$356,01213,6560.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$352,0812,7370.3%ETFNFLXNetflix$343,1583850.3%Consumer DiscretionaryIBDRiShares iBonds Dec 2026 Term Corporate ETF$328,45513,6460.3%ETFVBRVanguard Small-Cap Value ETF$310,3501,5660.2%ETFUNPUnion Pacific$305,1181,3380.2%TransportationIBDTiShares iBonds Dec 2028 Term Corporate ETF$297,28211,9390.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$296,93912,3930.2%ETFMEARiShares Short Maturity Municipal Bond Active ETF$295,1555,9090.2%ETFCATCaterpillar$293,3338090.2%IndustrialsXOMExxon Mobil$291,1922,7070.2%EnergySYKStryker$280,4797790.2%MedicalIJHiShares Core S&P Mid-Cap ETF$276,9064,4440.2%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$275,49312,9180.2%ManufacturingIBTKiShares iBonds Dec 2030 Term Treasury ETF$272,42414,1940.2%ManufacturingIBDUiShares iBonds Dec 2029 Term Corporate ETF$270,81811,8780.2%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$269,02912,5950.2%ETFIBMInternational Business Machines$259,6191,1810.2%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$259,4735,1760.2%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$257,8495,4410.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
