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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808524300

SCHG|808524300

Shares:36.6K

Value:$916.3K

% of Portfolio:0.7% ($916.3K/$131.5M)

464288414

MUB|464288414

Shares:8.4K

Value:$886.3K

% of Portfolio:0.7% ($886.3K/$131.5M)

78464A284

Shares:34.0K

Value:$858.7K

% of Portfolio:0.7% ($858.7K/$131.5M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:2.8K

Value:$812.1K

% of Portfolio:0.6% ($812.1K/$131.5M)

922908744

VTV|922908744

Shares:4.4K

Value:$765.9K

% of Portfolio:0.6% ($765.9K/$131.5M)

Tesla, Inc.

TSLA|88160R101

Shares:2.9K

Value:$763.7K

% of Portfolio:0.6% ($763.7K/$131.5M)

Walmart Inc.

WMT|931142103

Shares:8.7K

Value:$763.5K

% of Portfolio:0.6% ($763.5K/$131.5M)

808524102

SCHB|808524102

Shares:34.1K

Value:$734.8K

% of Portfolio:0.6% ($734.8K/$131.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.0K

Value:$725.4K

% of Portfolio:0.6% ($725.4K/$131.5M)

46432F834

IXUS|46432F834

Shares:10.1K

Value:$703.3K

% of Portfolio:0.5% ($703.3K/$131.5M)

ORACLE CORP

ORCL|68389X105

Shares:5.0K

Value:$699.8K

% of Portfolio:0.5% ($699.8K/$131.5M)

RTX Corp

RTX|75513E101

Shares:5.2K

Value:$694.4K

% of Portfolio:0.5% ($694.4K/$131.5M)

Accenture plc

ACN|G1151C101

Shares:2.2K

Value:$678.3K

% of Portfolio:0.5% ($678.3K/$131.5M)

STARBUCKS CORP

SBUX|855244109

Shares:6.9K

Value:$675.3K

% of Portfolio:0.5% ($675.3K/$131.5M)

ADOBE INC.

ADBE|00724F101

Shares:1.7K

Value:$650.3K

% of Portfolio:0.5% ($650.3K/$131.5M)

Walt Disney Co

DIS|254687106

Shares:6.2K

Value:$614.4K

% of Portfolio:0.5% ($614.4K/$131.5M)

922908629

VO|922908629

Shares:2.3K

Value:$598.8K

% of Portfolio:0.5% ($598.8K/$131.5M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:2.2K

Value:$594.7K

% of Portfolio:0.5% ($594.7K/$131.5M)

464287176

Shares:5.3K

Value:$586.6K

% of Portfolio:0.4% ($586.6K/$131.5M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:6.2K

Value:$584.7K

% of Portfolio:0.4% ($584.7K/$131.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHGcusip808524300)	36.6K	QoQ +22.01% (+6.6K) YoY-	All Managers (Combined)	$916.3K	0.7% ($916.3K/$131.5M)	QoQ +9.62% (+$80.5K) YoY-
(MUBcusip464288414)	8.4K	QoQ +1.73% (+143) YoY-	All Managers (Combined)	$886.3K	0.7% ($886.3K/$131.5M)	QoQ +0.67% (+$5.9K) YoY-
(cusip78464A284)✕	34.0K	QoQ -0.87% (-301) YoY-	All Managers (Combined)	$858.7K	0.7% ($858.7K/$131.5M)	QoQ -2.27% (-$20.0K) YoY-
MICROSTRATEGY Inc(MSTRcusip594972408)	2.8K	QoQ +0.14% (-4) YoY-	All Managers (Combined)	$812.1K	0.6% ($812.1K/$131.5M)	QoQ -0.32% (-$2.6K) YoY-
(VTVcusip922908744)	4.4K	QoQ -4.54% (-211) YoY-	All Managers (Combined)	$765.9K	0.6% ($765.9K/$131.5M)	QoQ -2.60% (-$20.5K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	2.9K	QoQ +12.01% (-316) YoY-	All Managers (Combined)	$763.7K	0.6% ($763.7K/$131.5M)	QoQ -28.11% (-$298.8K) YoY-
Walmart Inc.(WMTcusip931142103)	8.7K	QoQ -8.61% (-820) YoY-	All Managers (Combined)	$763.5K	0.6% ($763.5K/$131.5M)	QoQ -11.20% (-$96.3K) YoY-
(SCHBcusip808524102)	34.1K	QoQ -0.24% (-85) YoY-	All Managers (Combined)	$734.8K	0.6% ($734.8K/$131.5M)	QoQ -5.38% (-$41.9K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.0K	QoQ -0.47% (-14) YoY-	All Managers (Combined)	$725.4K	0.6% ($725.4K/$131.5M)	QoQ +1.84% (-$13.2K) YoY-
(IXUScusip46432F834)	10.1K	QoQ +4.49% (+433) YoY-	All Managers (Combined)	$703.3K	0.5% ($703.3K/$131.5M)	QoQ +10.28% (+$65.6K) YoY-
ORACLE CORP(ORCLcusip68389X105)	5.0K	QoQ +10.24% (-465) YoY-	All Managers (Combined)	$699.8K	0.5% ($699.8K/$131.5M)	QoQ -7.50% (-$56.8K) YoY-
RTX Corp(RTXcusip75513E101)	5.2K	QoQ +3.37% (+171) YoY-	All Managers (Combined)	$694.4K	0.5% ($694.4K/$131.5M)	QoQ +18.33% (+$107.6K) YoY-
Accenture plc(ACNcusipG1151C101)	2.2K	QoQ -2.94% (-66) YoY-	All Managers (Combined)	$678.3K	0.5% ($678.3K/$131.5M)	QoQ -13.90% (-$109.6K) YoY-
STARBUCKS CORP(SBUXcusip855244109)	6.9K	QoQ +1.72% (+117) YoY-	All Managers (Combined)	$675.3K	0.5% ($675.3K/$131.5M)	QoQ +9.36% (+$57.8K) YoY-
ADOBE INC.(ADBEcusip00724F101)	1.7K	QoQ +14.20% (-211) YoY-	All Managers (Combined)	$650.3K	0.5% ($650.3K/$131.5M)	QoQ -1.49% (-$9.9K) YoY-
Walt Disney Co(DIScusip254687106)	6.2K	QoQ -9.76% (-674) YoY-	All Managers (Combined)	$614.4K	0.5% ($614.4K/$131.5M)	QoQ -20.01% (-$153.7K) YoY-
(VOcusip922908629)	2.3K	QoQ -0.21% (-5) YoY-	All Managers (Combined)	$598.8K	0.5% ($598.8K/$131.5M)	QoQ -2.29% (-$14.1K) YoY-
GENERAL DYNAMICS CORP(GDcusip369550108)	2.2K	QoQ +9.42% (+188) YoY-	All Managers (Combined)	$594.7K	0.5% ($594.7K/$131.5M)	QoQ +13.21% (+$69.4K) YoY-
(cusip464287176)✕	5.3K	QoQ +0.45% (+24) YoY-	All Managers (Combined)	$586.6K	0.4% ($586.6K/$131.5M)	QoQ +4.73% (+$26.5K) YoY-
COLGATE PALMOLIVE CO(CLcusip194162103)	6.2K	QoQ NEW(+6.2K) YoY-	All Managers (Combined)	$584.7K	0.4% ($584.7K/$131.5M)	QoQ NEW(+$584.7K) YoY-