13F-HR filed by DecisionMap Wealth Management, LLC
DecisionMap Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-21, with 118 holding rows worth $131,474,812.
- Accession
- 0002001526-25-000005
- Filer
- CIK 2001526
- Filed
- 2025-04-21
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 118 entries on the cover page, a total value of $131,474,812 stated on the cover page (in dollars after the unit check, H1), rows summing to $131,474,812 with VALUE read as dollars as filed, 13F file number 028-24842. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 16,156 | $9,077,988 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 80,095 | $6,437,235 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 96,468 | $4,926,621 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 64,761 | $4,899,141 | dollars as filed | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 114,578 | $4,158,036 | dollars as filed | |
| ABACUS FCF ETF TR | 89628W302 | LEADERS ETF | 62,360 | $3,985,428 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 91,234 | $3,837,302 | dollars as filed | |
| Apple Inc | 037833100 | COM | 15,299 | $3,398,466 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 6,508 | $3,344,759 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 60,318 | $3,255,388 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 30,329 | $3,000,145 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 7,755 | $2,911,141 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 38,336 | $2,745,624 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 48,184 | $2,523,878 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 21,721 | $2,354,100 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 24,393 | $2,287,602 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 21,855 | $2,285,429 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 23,718 | $2,221,428 | dollars as filed | |
| Fidelity Wise Origin Bitcoin Fund | 315948109 | SHS | 30,213 | $2,174,409 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 46,801 | $2,136,466 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,904 | $2,078,926 | dollars as filed | |
| VTI | 922908769 | COM | 6,684 | $1,836,915 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 31,428 | $1,493,459 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 7,749 | $1,474,387 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 12,955 | $1,340,454 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,205 | $1,270,874 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 13,192 | $1,257,198 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,574 | $1,252,551 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 24,034 | $1,197,134 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 22,115 | $1,158,163 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 8,173 | $1,147,816 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 7,311 | $1,130,596 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,873 | $1,047,875 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 6,136 | $1,045,673 | dollars as filed | |
| ROLLINS INC COM | 775711104 | Stock | 18,817 | $1,016,683 | dollars as filed | |
| PACCAR INC COM | 693718108 | Stock | 10,030 | $976,621 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 5,818 | $964,784 | dollars as filed | |
| BROADSTONE NET LEASE INC COM | 11135E203 | REIT | 55,754 | $950,048 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,509 | $919,688 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 10,074 | $917,036 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 36,595 | $916,339 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 8,406 | $886,329 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 34,048 | $858,691 | dollars as filed | |
| STRATEGY INC CL A NEW | 594972408 | Stock | 2,817 | $812,057 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 4,434 | $765,929 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,947 | $763,745 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 8,697 | $763,502 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 34,127 | $734,754 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,957 | $725,352 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 10,074 | $703,260 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 5,005 | $699,750 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 5,242 | $694,351 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 2,174 | $678,270 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 6,884 | $675,263 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 1,696 | $650,275 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 6,225 | $614,432 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 2,315 | $598,794 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 2,182 | $594,701 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 5,280 | $586,555 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 6,241 | $584,746 | dollars as filed | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 9,681 | $576,481 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,376 | $565,196 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,589 | $560,709 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 28,296 | $559,695 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 3,681 | $551,956 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 11,741 | $549,612 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 6,107 | $548,784 | dollars as filed | |
| ISHARES TR | 46434VBD1 | IBONDS DEC25 ETF | 20,399 | $513,047 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 7,366 | $511,523 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 22,217 | $510,658 | dollars as filed | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 4,843 | $495,964 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 746 | $494,022 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 598 | $493,894 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 7,480 | $474,858 | dollars as filed | |
| iShares iBonds Dec 2026 Term Corporate ETF | 46435GAA0 | SHS | 18,542 | $448,898 | dollars as filed | |
| DIAGEO PLC SPON ADR NEW | 25243Q205 | ADR | 4,279 | $448,379 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 963 | $430,182 | dollars as filed | |
| iShares iBonds Dec. 2028 Corporate Bond ETF | 46435U515 | ETF | 16,724 | $422,449 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 766 | $419,860 | dollars as filed | |
| iShares iBonds Dec. 2027 Corporate Bond ETF | 46435UAA9 | ETF | 17,307 | $418,487 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 766 | $401,193 | dollars as filed | |
| iShares iBonds Dec. 2029 Corporate Bond ETF | 46436E205 | ETF | 17,235 | $398,646 | dollars as filed | |
| ISHARES TR | 46436E726 | IBONDS DEC 2030 | 18,336 | $398,258 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 421 | $398,173 | dollars as filed | |
| PIMCO ETF TR | 72201R874 | SHTRM MUN BD ACT | 7,588 | $379,552 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 387 | $360,889 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 13,244 | $352,026 | dollars as filed | |
| ISHARES TR | 46436E486 | IBONDS DEC 2031 | 16,634 | $345,156 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,378 | $342,653 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,776 | $330,150 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 2,697 | $329,012 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,379 | $325,775 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,924 | $321,866 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,418 | $314,491 | dollars as filed | |
| ISHARES TR | 46435G219 | INVESTMENT GRADE | 6,522 | $293,555 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 5,835 | $289,533 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 1,514 | $282,043 | dollars as filed | |
| ISHARES TR | 46436E825 | IBONDS 29 TRM TS | 12,918 | $281,225 | dollars as filed | |
| ISHARES TR | 46436E593 | IBOND DEC 2030 | 14,194 | $279,054 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 3,303 | $278,773 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 744 | $276,954 | dollars as filed | |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 46431W838 | ETF | 5,238 | $263,157 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 786 | $259,095 | dollars as filed | |
| IJH | 464287507 | COM | 4,359 | $254,348 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,200 | $251,424 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 789 | $246,460 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 5,194 | $239,340 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,955 | $238,119 | dollars as filed | |
| Linde plc | G54950103 | COM | 509 | $237,011 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 2,611 | $236,360 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 633 | $234,729 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 1,624 | $215,357 | dollars as filed | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 4,437 | $211,201 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 691 | $211,121 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 651 | $206,822 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 2,003 | $200,300 | dollars as filed | |
| ISHARES TR | 46436E833 | IBONDS 28 TRM TS | 9,002 | $200,295 | dollars as filed | |
| BIGBEAR AI HLDGS INC COM | 08975B109 | Stock | 18,000 | $51,480 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002001526-25-000005 | this filing | 2025-04-21 | acceptance time not in the bulk data set |