DecisionMap Wealth Management, LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| ISHARES TR | 0 | 22,206 | +22,206 | 0 | 1,558,417 | +1,558,417 |
| ISHARES TR | 3,999 | 20,557 | +16,558 | 263,934 | 1,388,214 | +1,124,280 |
| BLACKROCK ETF TRUST II | 52,396 | 72,235 | +19,839 | 2,764,919 | 3,751,144 | +986,225 |
| VANGUARD BD INDEX FDS | 0 | 13,367 | +13,367 | 0 | 984,346 | +984,346 |
| FIDELITY MERRIMACK STR TR | 67,320 | 83,864 | +16,544 | 3,099,424 | 3,825,860 | +726,436 |
| PEPSICO INC | 0 | 3,893 | +3,893 | 0 | 604,551 | +604,551 |
| COLGATE PALMOLIVE CO | 0 | 6,600 | +6,600 | 0 | 562,481 | +562,481 |
| TCW ETF TRUST | 0 | 18,308 | +18,308 | 0 | 1,789,900 | +1,789,900 |
| DIMENSIONAL ETF TRUST | 85,154 | 95,926 | +10,772 | 3,624,154 | 4,049,996 | +425,842 |
| ISHARES TR | 70,878 | 73,509 | +2,631 | 6,340,788 | 6,654,797 | +314,009 |
| ISHARES TR | 13,091 | 25,171 | +12,080 | 334,213 | 636,071 | +301,858 |
| VANGUARD TAX-MANAGED FDS | 0 | 3,505 | +3,505 | 0 | 224,600 | +224,600 |
| MICRON TECHNOLOGY INC | 0 | 646 | +646 | 0 | 218,245 | +218,245 |
| ILLINOIS TOOL WKS INC | 0 | 799 | +799 | 0 | 207,972 | +207,972 |
| MERCK & CO INC | 0 | 1,708 | +1,708 | 0 | 205,455 | +205,455 |
| LOCKHEED MARTIN CORP | 693 | 872 | +179 | 335,183 | 527,028 | +191,845 |
| ISHARES TR | 22,622 | 24,633 | +2,011 | 2,154,047 | 2,338,920 | +184,873 |
| EXXON MOBIL CORP | 2,841 | 2,881 | +40 | 341,886 | 488,790 | +146,904 |
| JOHNSON & JOHNSON | 5,128 | 4,820 | -308 | 1,061,214 | 1,178,089 | +116,875 |
| CATERPILLAR INC | 803 | 796 | -7 | 459,793 | 563,660 | +103,867 |
| CHEVRON CORP NEW | 2,138 | 1,995 | -143 | 325,853 | 412,766 | +86,913 |
| DIMENSIONAL ETF TRUST | 27,496 | 29,215 | +1,719 | 1,318,433 | 1,398,814 | +80,381 |
| APPLE INC | 14,718 | 16,067 | +1,349 | 4,001,176 | 4,077,613 | +76,437 |
| ISHARES TR | 21,349 | 24,609 | +3,260 | 491,561 | 563,792 | +72,231 |
| COSTCO WHSL CORP NEW | 408 | 424 | +16 | 351,835 | 422,486 | +70,651 |
| COCA COLA CO | 37,286 | 35,182 | -2,104 | 2,606,664 | 2,675,591 | +68,927 |
| PACCAR INC | 10,025 | 10,044 | +19 | 1,097,838 | 1,160,082 | +62,244 |
| VANGUARD INDEX FDS | 0 | 3,125 | +3,125 | 0 | 277,148 | +277,148 |
| HONEYWELL INTL INC | 3,038 | 2,788 | -250 | 592,640 | 630,265 | +37,625 |
| ISHARES TR | 10,635 | 10,787 | +152 | 900,176 | 934,616 | +34,440 |
| LINDE PLC | 575 | 559 | -16 | 245,174 | 277,130 | +31,956 |
| ACCENTURE PLC IRELAND | 2,477 | 3,504 | +1,027 | 664,602 | 694,868 | +30,266 |
| ISHARES TR | 2,443 | 2,736 | +293 | 363,320 | 389,752 | +26,432 |
| VANGUARD INDEX FDS | 0 | 1,315 | +1,315 | 0 | 344,484 | +344,484 |
| BLACKROCK ETF TRUST | 22,404 | 23,291 | +887 | 746,053 | 767,438 | +21,385 |
| ALPHABET INC | 3,546 | 3,951 | +405 | 1,112,735 | 1,133,384 | +20,649 |
| FIDELITY COVINGTON TRUST | 37,002 | 37,319 | +317 | 1,397,936 | 1,418,122 | +20,186 |
| ISHARES TR | 31,290 | 32,447 | +1,157 | 690,570 | 710,265 | +19,695 |
| ISHARES TR | 29,563 | 30,543 | +980 | 691,922 | 710,430 | +18,508 |
| ISHARES TR | 29,116 | 29,808 | +692 | 706,940 | 722,549 | +15,609 |
| ISHARES TR | 2,522 | 2,792 | +270 | 264,810 | 279,116 | +14,306 |
| ISHARES TR | 9,548 | 9,760 | +212 | 970,745 | 983,027 | +12,282 |
| UNION PAC CORP | 0 | 1,245 | +1,245 | 0 | 302,062 | +302,062 |
| ISHARES TR | 28,024 | 28,478 | +454 | 713,352 | 721,349 | +7,997 |
| ASML HOLDING N V | 552 | 453 | -99 | 590,291 | 598,031 | +7,740 |
| INVESCO QQQ TR | 448 | 490 | +42 | 275,211 | 282,818 | +7,607 |
| TJX COS INC NEW | 0 | 1,967 | +1,967 | 0 | 314,130 | +314,130 |
| ISHARES TR | 3,574 | 3,574 | 0 | 358,758 | 359,759 | +1,001 |
| SPDR SER TR | 0 | 11,388 | +11,388 | 0 | 1,090,059 | +1,090,059 |
| ISHARES TR | 9,270 | 9,270 | 0 | 212,051 | 212,422 | +371 |
| VANGUARD INDEX FDS | 0 | 1,336 | +1,336 | 0 | 290,246 | +290,246 |
| ISHARES TR | 11,799 | 11,799 | 0 | 265,124 | 264,652 | -472 |
| ISHARES TR | 11,981 | 11,981 | 0 | 267,955 | 266,973 | -982 |
| VANGUARD SCOTTSDALE FDS | 0 | 2,252 | +2,252 | 0 | 211,102 | +211,102 |
| ISHARES TR | 15,827 | 15,827 | 0 | 347,324 | 345,709 | -1,615 |
| ISHARES TR | 17,502 | 17,502 | 0 | 347,327 | 345,139 | -2,188 |
| MASTERCARD INCORPORATED | 700 | 787 | +87 | 399,616 | 393,232 | -6,384 |
| INTER MUN BD ACT | 4,450 | 4,320 | -130 | 233,225 | 225,461 | -7,764 |
| ISHARES TR | 47,093 | 47,122 | +29 | 985,567 | 977,383 | -8,184 |
| ISHARES TR | 559 | 558 | -1 | 216,296 | 206,885 | -9,411 |
| SCHWAB STRATEGIC TR | 0 | 10,873 | +10,873 | 0 | 331,627 | +331,627 |
| SCHWAB STRATEGIC TR | 0 | 26,608 | +26,608 | 0 | 658,548 | +658,548 |
| ISHARES TR | 6,189 | 6,058 | -131 | 680,253 | 668,581 | -11,672 |
| MCDONALDS CORP | 777 | 725 | -52 | 237,475 | 225,323 | -12,152 |
| ISHARES TR | 28,229 | 27,645 | -584 | 683,985 | 670,111 | -13,874 |
| ISHARES TR | 113,274 | 109,895 | -3,379 | 4,685,013 | 4,669,989 | -15,024 |
| ISHARES TR | 2,646 | 2,456 | -190 | 230,651 | 212,949 | -17,702 |
| STARBUCKS CORP | 0 | 6,651 | +6,651 | 0 | 595,838 | +595,838 |
| JPMORGAN CHASE & CO | 3,054 | 3,279 | +225 | 984,060 | 964,551 | -19,509 |
| RAYTHEON TECHNOLOGIES CORP | 0 | 3,700 | +3,700 | 0 | 713,653 | +713,653 |
| C H ROBINSON WORLDWIDE INC | 3,380 | 3,129 | -251 | 543,437 | 519,642 | -23,795 |
| ISHARES TR | 876 | 867 | -9 | 300,442 | 275,767 | -24,675 |
| ISHARES TR | 8,699 | 8,518 | -181 | 931,750 | 904,186 | -27,564 |
| PALANTIR TECHNOLOGIES INC | 2,612 | 2,980 | +368 | 464,283 | 435,914 | -28,369 |
| ISHARES TR | 5,121 | 4,516 | -605 | 238,331 | 208,594 | -29,737 |
| STRYKER CORPORATION | 0 | 671 | +671 | 0 | 220,484 | +220,484 |
| GOLDMAN SACHS GROUP INC | 362 | 339 | -23 | 318,198 | 286,791 | -31,407 |
| ISHARES TR | 1,481 | 1,455 | -26 | 295,727 | 263,967 | -31,760 |
| SPDR SER TR | 0 | 84,380 | +84,380 | 0 | 4,774,206 | +4,774,206 |
| NETFLIX INC | 3,610 | 3,140 | -470 | 338,474 | 301,911 | -36,563 |
| ISHARES INC | 4,371 | 3,506 | -865 | 252,862 | 211,868 | -40,994 |
| ISHARES INC | 67,437 | 64,370 | -3,067 | 4,533,109 | 4,489,834 | -43,275 |
| GENERAL DYNAMICS CORP | 1,909 | 1,742 | -167 | 642,672 | 597,985 | -44,687 |
| VANGUARD MUN BD FDS | 0 | 6,704 | +6,704 | 0 | 334,463 | +334,463 |
| VANGUARD INDEX FDS | 0 | 2,167 | +2,167 | 0 | 622,417 | +622,417 |
| SCHWAB STRATEGIC TR | 0 | 34,414 | +34,414 | 0 | 863,791 | +863,791 |
| ABBVIE INC | 1,326 | 1,160 | -166 | 302,978 | 252,288 | -50,690 |
| HOME DEPOT INC | 2,447 | 2,402 | -45 | 841,895 | 790,051 | -51,844 |
| PIMCO ETF TR | 0 | 6,426 | +6,426 | 0 | 324,192 | +324,192 |
| WELLS FARGO CO NEW | 0 | 3,853 | +3,853 | 0 | 306,733 | +306,733 |
| INTERNATIONAL BUSINESS MACHS | 944 | 918 | -26 | 279,622 | 222,514 | -57,108 |
| PROCTER AND GAMBLE CO | 0 | 8,363 | +8,363 | 0 | 1,207,986 | +1,207,986 |
| VANGUARD INDEX FDS | 0 | 3,715 | +3,715 | 0 | 728,883 | +728,883 |
| DIAGEO PLC | 5,482 | 5,507 | +25 | 472,963 | 410,023 | -62,940 |
| SELECT SECTOR SPDR TR | 0 | 28,769 | +28,769 | 0 | 1,420,344 | +1,420,344 |
| AMERICAN EXPRESS CO | 777 | 728 | -49 | 287,451 | 220,205 | -67,246 |
| UNILEVER PLC | 0 | 8,150 | +8,150 | 0 | 464,306 | +464,306 |
| MICROSTRATEGY INC | 2,785 | 2,748 | -37 | 423,181 | 342,950 | -80,231 |
| MEDTRONIC PLC | 5,857 | 5,409 | -448 | 562,660 | 468,720 | -93,940 |
| ISHARES TR | 12,637 | 11,428 | -1,209 | 1,518,707 | 1,420,616 | -98,091 |