DecisionMap Wealth Management, LLC
- SEC CIK
- 0002001526
- 最新申報
- 2026/7/21
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/10 申報。只含多頭部位。
- 持股檔數
- 111
- 2024 年第 3 季沒有申報
- 總值
- $1.26 億
- 2024 年第 3 季沒有申報
DecisionMap Wealth Management, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 16,008 | $942.3 萬 | 7.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 72,332 | $635.8 萬 | 5.0% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 63,731 | $447.9 萬 | 3.5% | – | – | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 114,726 | $398.7 萬 | 3.2% | – | – | – |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 57,994 | $385.5 萬 | 3.1% | – | – | – |
| AAPLApple Inc. | Stock | 14,922 | $373.7 萬 | 3.0% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 37,938 | $367.6 萬 | 2.9% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 89,068 | $367.6 萬 | 2.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,551 | $353.0 萬 | 2.8% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 68,731 | $351.5 萬 | 2.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 7,650 | $322.4 萬 | 2.6% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 22,144 | $297.4 萬 | 2.4% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 30,480 | $279.4 萬 | 2.2% | – | – | – |
| iShares Flexible Income Active ETF092528603 | ETF | 52,272 | $271.9 萬 | 2.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 50,768 | $265.1 萬 | 2.1% | – | – | – |
| KOCoca Cola Co | Stock | 41,496 | $258.4 萬 | 2.0% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 17,215 | $198.4 萬 | 1.6% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 21,930 | $194.7 萬 | 1.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,375 | $184.7 萬 | 1.5% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,876 | $175.7 萬 | 1.4% | – | – | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 34,520 | $161.8 萬 | 1.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 8,538 | $161.6 萬 | 1.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,326 | $160.7 萬 | 1.3% | – | – | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 19,355 | $157.9 萬 | 1.3% | – | – | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 13,992 | $133.6 萬 | 1.1% | – | – | – |
| BNLBroadstone Net Lease, Inc. | COM | 81,703 | $129.6 萬 | 1.0% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,116 | $123.9 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 7,455 | $118.9 萬 | 0.9% | – | – | – |
| VVisa Inc. | Stock | 3,655 | $115.5 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 22,079 | $114.1 萬 | 0.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,881 | $110.2 萬 | 0.9% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 2,631 | $106.3 萬 | 0.8% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 12,109 | $103.7 萬 | 0.8% | – | – | – |
| PCARPaccar Inc | COM | 9,970 | $103.7 萬 | 0.8% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,514 | $97.8 萬 | 0.8% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,441 | $91.2 萬 | 0.7% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,816 | $88.5 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,263 | $88.0 萬 | 0.7% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 34,349 | $87.9 萬 | 0.7% | – | – | – |
| ROLRollins Inc | COM | 18,817 | $87.2 萬 | 0.7% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 9,517 | $86.0 萬 | 0.7% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 29,992 | $83.6 萬 | 0.7% | – | – | – |
| MSTRStrategy Inc | Stock | 2,813 | $81.5 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 9,117 | $79.6 萬 | 0.6% | – | – | – |
| ACNAccenture plc | Stock | 2,240 | $78.8 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,645 | $78.6 萬 | 0.6% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 34,212 | $77.7 萬 | 0.6% | – | – | – |
| JNJJohnson & Johnson | Stock | 5,330 | $77.1 萬 | 0.6% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 6,899 | $76.8 萬 | 0.6% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 4,540 | $75.7 萬 | 0.6% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,884 | $74.0 萬 | 0.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,971 | $71.2 萬 | 0.6% | – | – | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 15,053 | $67.5 萬 | 0.5% | – | – | – |
| ADBEAdobe Inc. | Stock | 1,485 | $66.0 萬 | 0.5% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 9,641 | $63.8 萬 | 0.5% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 6,264 | $63.0 萬 | 0.5% | – | – | – |
| SBUXStarbucks Corp | Stock | 6,767 | $61.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,320 | $61.3 萬 | 0.5% | – | – | – |
| RTXRTX Corp | Stock | 5,071 | $58.7 萬 | 0.5% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,256 | $56.0 萬 | 0.4% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 28,493 | $52.7 萬 | 0.4% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 1,994 | $52.5 萬 | 0.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 6,833 | $51.7 萬 | 0.4% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 8,936 | $50.7 萬 | 0.4% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 729 | $50.5 萬 | 0.4% | – | – | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 19,855 | $49.7 萬 | 0.4% | – | – | – |
| LMTLockheed Martin Corp | Stock | 1,021 | $49.6 萬 | 0.4% | – | – | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 4,767 | $49.3 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 3,228 | $49.1 萬 | 0.4% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 5,705 | $49.1 萬 | 0.4% | – | – | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 9,006 | $47.8 萬 | 0.4% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 3,738 | $47.5 萬 | 0.4% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 5,933 | $47.4 萬 | 0.4% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 20,188 | $46.4 萬 | 0.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 562 | $43.4 萬 | 0.3% | – | – | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 7,697 | $39.8 萬 | 0.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 781 | $39.5 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 742 | $39.1 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 416 | $38.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,503 | $36.1 萬 | 0.3% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 13,656 | $35.6 萬 | 0.3% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,737 | $35.2 萬 | 0.3% | – | – | – |
| NFLXNetflix Inc | Stock | 385 | $34.3 萬 | 0.3% | – | – | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 13,646 | $32.8 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,566 | $31.0 萬 | 0.2% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,338 | $30.5 萬 | 0.2% | – | – | 歷史 |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 11,939 | $29.7 萬 | 0.2% | – | – | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 12,393 | $29.7 萬 | 0.2% | – | – | – |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 5,909 | $29.5 萬 | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 809 | $29.3 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,707 | $29.1 萬 | 0.2% | – | – | 歷史 |
| SYKStryker Corp | Stock | 779 | $28.0 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,444 | $27.7 萬 | 0.2% | – | – | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 12,918 | $27.5 萬 | 0.2% | – | – | – |
| iShares Tr46436E593 | IBOND DEC 2030 | 14,194 | $27.2 萬 | 0.2% | – | – | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 11,878 | $27.1 萬 | 0.2% | – | – | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 12,595 | $26.9 萬 | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 1,181 | $26.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 5,176 | $25.9 萬 | 0.2% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 5,441 | $25.8 萬 | 0.2% | – | – | – |