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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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.9K

Value:$2.1M

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

922908769

VTI|922908769

Shares:6.7K

Value:$1.8M

% of Portfolio:1.4% ($1.8M/$131.5M)

25434V864

Shares:31.4K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$131.5M)

AMAZON COM INC

AMZN|023135106

Shares:7.7K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$131.5M)

46429B747

Shares:13.0K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$131.5M)

Meta Platforms, Inc.

META|30303M102

Shares:2.2K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$131.5M)

78468R622

Shares:13.2K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$131.5M)

VISA INC.

V|92826C839

Shares:3.6K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$131.5M)

81369Y605

Shares:24.0K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$131.5M)

464288646

Shares:22.1K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$131.5M)

464287721

Shares:8.2K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$131.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:7.3K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$131.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.9K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$131.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:6.1K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$131.5M)

ROLLINS INC

ROL|775711104

Shares:18.8K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$131.5M)

PACCAR INC

PCAR|693718108

Shares:10.0K

Value:$976.6K

% of Portfolio:0.7% ($976.6K/$131.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:5.8K

Value:$964.8K

% of Portfolio:0.7% ($964.8K/$131.5M)

Broadstone Net Lease, Inc.

BNL|11135E203

Shares:55.8K

Value:$950.0K

% of Portfolio:0.7% ($950.0K/$131.5M)

HOME DEPOT, INC.

HD|437076102

Shares:2.5K

Value:$919.7K

% of Portfolio:0.7% ($919.7K/$131.5M)

464287432

Shares:10.1K

Value:$917.0K

% of Portfolio:0.7% ($917.0K/$131.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.9K	QoQ +0.72% (+28) YoY-	All Managers (Combined)	$2.1M	1.6% ($2.1M/$131.5M)	QoQ +18.34% (+$322.2K) YoY-
(VTIcusip922908769)	6.7K	QoQ +4.84% (-309) YoY-	All Managers (Combined)	$1.8M	1.4% ($1.8M/$131.5M)	QoQ -0.56% (-$10.5K) YoY-
(cusip25434V864)✕	31.4K	QoQ -8.95% (-3.1K) YoY-	All Managers (Combined)	$1.5M	1.1% ($1.5M/$131.5M)	QoQ -7.71% (-$124.8K) YoY-
AMAZON COM INC(AMZNcusip023135106)	7.7K	QoQ +5.77% (-423) YoY-	All Managers (Combined)	$1.5M	1.1% ($1.5M/$131.5M)	QoQ -8.27% (-$132.9K) YoY-
(cusip46429B747)✕	13.0K	QoQ +106.81% (+6.7K) YoY-	All Managers (Combined)	$1.3M	1.0% ($1.3M/$131.5M)	QoQ +112.71% (+$710.3K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	2.2K	QoQ +4.20% (+89) YoY-	All Managers (Combined)	$1.3M	1.0% ($1.3M/$131.5M)	QoQ +2.57% (+$31.9K) YoY-
(cusip78468R622)✕	13.2K	QoQ -5.71% (-800) YoY-	All Managers (Combined)	$1.3M	1.0% ($1.3M/$131.5M)	QoQ -5.88% (-$78.6K) YoY-
VISA INC.(Vcusip92826C839)	3.6K	QoQ -2.21% (-81) YoY-	All Managers (Combined)	$1.3M	1.0% ($1.3M/$131.5M)	QoQ +8.43% (-$97.4K) YoY-
(cusip81369Y605)✕	24.0K	QoQ NEW(+24.0K) YoY-	All Managers (Combined)	$1.2M	0.9% ($1.2M/$131.5M)	QoQ NEW(+$1.2M) YoY-
(cusip464288646)✕	22.1K	QoQ +0.16% (+36) YoY-	All Managers (Combined)	$1.2M	0.9% ($1.2M/$131.5M)	QoQ +1.46% (+$16.7K) YoY-
(cusip464287721)✕	8.2K	QoQ +9.63% (-718) YoY-	All Managers (Combined)	$1.1M	0.9% ($1.1M/$131.5M)	QoQ -3.48% (-$41.4K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	7.3K	QoQ -14.37% (-1.2K) YoY-	All Managers (Combined)	$1.1M	0.9% ($1.1M/$131.5M)	QoQ -30.04% (-$485.6K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.9K	QoQ -0.42% (-8) YoY-	All Managers (Combined)	$1.0M	0.8% ($1.0M/$131.5M)	QoQ -4.94% (-$54.5K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	6.1K	QoQ +12.77% (+695) YoY-	All Managers (Combined)	$1.0M	0.8% ($1.0M/$131.5M)	QoQ +14.63% (+$133.5K) YoY-
ROLLINS INC(ROLcusip775711104)	18.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.0M	0.8% ($1.0M/$131.5M)	QoQ +16.56% (+$144.5K) YoY-
PACCAR INC(PCARcusip693718108)	10.0K	QoQ +0.60% (-60) YoY-	All Managers (Combined)	$976.6K	0.7% ($976.6K/$131.5M)	QoQ -5.82% (-$60.5K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	5.8K	QoQ +9.15% (+488) YoY-	All Managers (Combined)	$964.8K	0.7% ($964.8K/$131.5M)	QoQ +25.16% (+$193.9K) YoY-
Broadstone Net Lease, Inc.(BNLcusip11135E203)	55.8K	QoQ -31.76% (-25.9K) YoY-	All Managers (Combined)	$950.0K	0.7% ($950.0K/$131.5M)	QoQ -26.68% (-$345.8K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	2.5K	QoQ -0.19% (-5) YoY-	All Managers (Combined)	$919.7K	0.7% ($919.7K/$131.5M)	QoQ -5.95% (-$58.3K) YoY-
(cusip464287432)✕	10.1K	QoQ +10.49% (+957) YoY-	All Managers (Combined)	$917.0K	0.7% ($917.0K/$131.5M)	QoQ +15.17% (+$120.8K) YoY-