Decisionmap-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "ASML",
  "CAT",
  "AVGO",
  null,
  "GD",
  "HD",
  "MCD",
  "UNP",
  null,
  "MUB",
  "META",
  null,
  null,
  "HEFA",
  "IJH",
  null,
  null,
  "LIN",
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  null,
  "PCAR",
  "IJR",
  "EFG",
  "ORCL",
  null,
  null,
  "PEP",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "LMT",
  "PG",
  "MSTR",
  "IEFA",
  null,
  "RTX",
  "SPYG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TJX",
  "UL",
  "VNQ",
  "VO",
  "IWV",
  null,
  null,
  "DEO",
  null,
  "NVO",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "VUG",
  "VTEB",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  null,
  "SCHG",
  "SCHF",
  null,
  "ROL",
  null,
  "IXUS",
  null,
  "SPYV",
  null,
  "ADP",
  "BRK-B",
  "BBAI",
  "BNL",
  "CHRW",
  "CVX",
  "KO",
  "CL",
  "COST",
  "USMV",
  "NKE",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 118
Total Value: 131474812
Accession Number: 0002001526-25-000005
Form Type: 13F-HR
CIK: decisionmap-wealth-management
Manager Name: Decisionmap-Wealth-Management

Data Enrichment

71% identified

84 identified34 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

118 positions • $131.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:16.2K

Value:$9.1M

% of Portfolio:6.9% ($9.1M/$131.5M)

78464A409

SPYG|78464A409

Shares:80.1K

Value:$6.4M

% of Portfolio:4.9% ($6.4M/$131.5M)

78464A508

SPYV|78464A508

Shares:96.5K

Value:$4.9M

% of Portfolio:3.7% ($4.9M/$131.5M)

46432F842

IEFA|46432F842

Shares:64.8K

Value:$4.9M

% of Portfolio:3.7% ($4.9M/$131.5M)

46434V803

HEFA|46434V803

Shares:114.6K

Value:$4.2M

% of Portfolio:3.2% ($4.2M/$131.5M)

89628W302

Shares:62.4K

Value:$4.0M

% of Portfolio:3.0% ($4.0M/$131.5M)

25434V872

Shares:91.2K

Value:$3.8M

% of Portfolio:2.9% ($3.8M/$131.5M)

Apple Inc.

AAPL|037833100

Shares:15.3K

Value:$3.4M

% of Portfolio:2.6% ($3.4M/$131.5M)

922908363

VOO|922908363

Shares:6.5K

Value:$3.3M

% of Portfolio:2.5% ($3.3M/$131.5M)

46434G103

IEMG|46434G103

Shares:60.3K

Value:$3.3M

% of Portfolio:2.5% ($3.3M/$131.5M)

464287226

Shares:30.3K

Value:$3.0M

% of Portfolio:2.3% ($3.0M/$131.5M)

MICROSOFT CORP

MSFT|594918104

Shares:7.8K

Value:$2.9M

% of Portfolio:2.2% ($2.9M/$131.5M)

COCA COLA CO

KO|191216100

Shares:38.3K

Value:$2.7M

% of Portfolio:2.1% ($2.7M/$131.5M)

092528603

Shares:48.2K

Value:$2.5M

% of Portfolio:1.9% ($2.5M/$131.5M)

NVIDIA CORP

NVDA|67066G104

Shares:21.7K

Value:$2.4M

% of Portfolio:1.8% ($2.4M/$131.5M)

464288588

Shares:24.4K

Value:$2.3M

% of Portfolio:1.7% ($2.3M/$131.5M)

464287804

IJR|464287804

Shares:21.9K

Value:$2.3M

% of Portfolio:1.7% ($2.3M/$131.5M)

46429B697

USMV|46429B697

Shares:23.7K

Value:$2.2M

% of Portfolio:1.7% ($2.2M/$131.5M)

315948109

Shares:30.2K

Value:$2.2M

% of Portfolio:1.7% ($2.2M/$131.5M)

316188309

Shares:46.8K

Value:$2.1M

% of Portfolio:1.6% ($2.1M/$131.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	16.2K	QoQ +0.92% (-148) YoY-	All Managers (Combined)	$9.1M	6.9% ($9.1M/$131.5M)	QoQ -3.66% (-$345.5K) YoY-
(SPYGcusip78464A409)	80.1K	QoQ +10.73% (+7.8K) YoY-	All Managers (Combined)	$6.4M	4.9% ($6.4M/$131.5M)	QoQ +1.24% (+$79.3K) YoY-
(SPYVcusip78464A508)	96.5K	QoQ +40.35% (+27.7K) YoY-	All Managers (Combined)	$4.9M	3.7% ($4.9M/$131.5M)	QoQ +40.16% (+$1.4M) YoY-
(IEFAcusip46432F842)	64.8K	QoQ +1.61% (+1.0K) YoY-	All Managers (Combined)	$4.9M	3.7% ($4.9M/$131.5M)	QoQ +9.38% (+$420.2K) YoY-
(HEFAcusip46434V803)	114.6K	QoQ -0.12% (-148) YoY-	All Managers (Combined)	$4.2M	3.2% ($4.2M/$131.5M)	QoQ +4.29% (-$171.3K) YoY-
(cusip89628W302)✕	62.4K	QoQ +7.52% (+4.4K) YoY-	All Managers (Combined)	$4.0M	3.0% ($4.0M/$131.5M)	QoQ +3.39% (+$130.8K) YoY-
(cusip25434V872)✕	91.2K	QoQ +2.43% (+2.2K) YoY-	All Managers (Combined)	$3.8M	2.9% ($3.8M/$131.5M)	QoQ +4.39% (+$161.5K) YoY-
Apple Inc.(AAPLcusip037833100)	15.3K	QoQ +2.52% (-377) YoY-	All Managers (Combined)	$3.4M	2.6% ($3.4M/$131.5M)	QoQ -9.05% (-$338.4K) YoY-
(VOOcusip922908363)	6.5K	QoQ -0.65% (-43) YoY-	All Managers (Combined)	$3.3M	2.5% ($3.3M/$131.5M)	QoQ -5.24% (-$185.0K) YoY-
(IEMGcusip46434G103)	60.3K	QoQ +18.81% (+9.6K) YoY-	All Managers (Combined)	$3.3M	2.5% ($3.3M/$131.5M)	QoQ +22.79% (+$604.3K) YoY-
(cusip464287226)✕	30.3K	QoQ -20.05% (-7.6K) YoY-	All Managers (Combined)	$3.0M	2.3% ($3.0M/$131.5M)	QoQ -18.38% (-$676.0K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	7.8K	QoQ +1.37% (-105) YoY-	All Managers (Combined)	$2.9M	2.2% ($2.9M/$131.5M)	QoQ -9.71% (-$313.3K) YoY-
COCA COLA CO(KOcusip191216100)	38.3K	QoQ -7.61% (-3.2K) YoY-	All Managers (Combined)	$2.7M	2.1% ($2.7M/$131.5M)	QoQ +6.27% (-$162.1K) YoY-
(cusip092528603)✕	48.2K	QoQ -7.82% (-4.1K) YoY-	All Managers (Combined)	$2.5M	1.9% ($2.5M/$131.5M)	QoQ -7.18% (-$195.3K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	21.7K	QoQ -1.91% (-423) YoY-	All Managers (Combined)	$2.4M	1.8% ($2.4M/$131.5M)	QoQ -20.83% (-$619.6K) YoY-
(cusip464288588)✕	24.4K	QoQ -19.97% (-6.1K) YoY-	All Managers (Combined)	$2.3M	1.7% ($2.3M/$131.5M)	QoQ -18.13% (-$506.8K) YoY-
(IJRcusip464287804)	21.9K	QoQ +26.95% (+4.6K) YoY-	All Managers (Combined)	$2.3M	1.7% ($2.3M/$131.5M)	QoQ +15.21% (+$301.9K) YoY-
(USMVcusip46429B697)	23.7K	QoQ +8.15% (+1.8K) YoY-	All Managers (Combined)	$2.2M	1.7% ($2.2M/$131.5M)	QoQ +14.08% (+$274.3K) YoY-
(cusip315948109)✕	30.2K	QoQ +56.09% (+10.9K) YoY-	All Managers (Combined)	$2.2M	1.7% ($2.2M/$131.5M)	QoQ +37.71% (+$595.5K) YoY-
(cusip316188309)✕	46.8K	QoQ +210.90% (+31.7K) YoY-	All Managers (Combined)	$2.1M	1.6% ($2.1M/$131.5M)	QoQ +216.31% (+$1.5M) YoY-