Loading…
CIK 0002001526 • 6 13F filings • Apr 21, 2025 – Jul 21, 2026
Import this data to Google Sheets with:
=jivedata("decisionmap-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $303K | 0.2%Prev: 0.2% | 1,326 SH | Increased+40 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $665K | 0.4%Prev: 0.4% | 2,477 SH | Decreased-239 SH |
| ALPHABET INC | CAP STK CL A | $2.2M | 1.4%Prev: 1.1% | 6,999 SH | Increased-57 SH |
| ALPHABET INC | CAP STK CL C | $1.1M | 0.7%Prev: 0.6% | 3,546 SH | Increased-46 SH |
| AMAZON COM INC | COM | $1.7M | 1.1%Prev: 1.0% | 7,429 SH | Increased+10 SH |
| AMERICAN EXPRESS CO | COM | $287K | 0.2%Prev: 0.2% | 777 SH | Increased+12 SH |
| APPLE INC | COM | $4.0M | 2.5%Prev: 2.4% | 14,718 SH | Increased+4 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $590K | 0.4%Prev: 0.4% | 552 SH | Decreased-151 SH |
| BANK AMERICA CORP | COM | $223K | 0.1%Prev: 0.1% | 4,061 SH | Increased+182 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 1.2%Prev: 1.2% | 3,883 SH | Increased+41 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $746K | 0.5% | 22,404 SH | New |
| BLACKROCK ETF TRUST II | FLEXIBLE INCOME | $2.8M | 1.7%Prev: 1.7% | 52,396 SH | Increased+2,929 SH |
| BROADCOM INC | COM | $1.3M | 0.8%Prev: 0.8% | 3,784 SH | Increased-35 SH |
| BROADSTONE NET LEASE INC | COM | $921K | 0.6%Prev: 0.6% | 53,022 SH | Increased+2,180 SH |
| C H ROBINSON WORLDWIDE INC | COM NEW | $543K | 0.3%Prev: 0.3% | 3,380 SH | Increased-674 SH |
| CATERPILLAR INC | COM | $460K | 0.3%Prev: 0.2% | 803 SH | Increased-7 SH |
| CHEVRON CORP NEW | COM | $326K | 0.2%Prev: 0.2% | 2,138 SH | Decreased-17 SH |
| COCA COLA CO | COM | $2.6M | 1.6%Prev: 1.6% | 37,286 SH | Increased+59 SH |
| COSTCO WHSL CORP NEW | COM | $352K | 0.2%Prev: 0.2% | 408 SH | Increased+30 SH |
| DIAGEO PLC | SPON ADR NEW | $473K | 0.3%Prev: 0.3% | 5,482 SH | Increased+752 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $3.6M | 2.2%Prev: 2.3% | 85,154 SH | Decreased+182 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $1.3M | 0.8%Prev: 0.9% | 27,496 SH | Decreased-123 SH |
| DISNEY WALT CO | COM | $708K | 0.4%Prev: 0.4% | 6,224 SH | Increased+297 SH |
| ELI LILLY & CO | COM | $1.2M | 0.8%Prev: 0.6% | 1,151 SH | Increased-122 SH |
| EXXON MOBIL CORP | COM | $342K | 0.2%Prev: 0.2% | 2,841 SH | Increased+65 SH |
| FIDELITY COVINGTON TRUST | ENHANCED SMALL | $1.4M | 0.9% | 37,002 SH | New |
| FIDELITY COVINGTON TRUST | QLTY FCTOR ETF | $224K | 0.1%Prev: 0.1% | 2,962 SH | Increased+151 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $3.1M | 1.9%Prev: 1.4% | 67,320 SH | Increased+18,813 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $4.3M | 2.6%Prev: 2.6% | 56,200 SH | Increased+15,936 SH |
| GENERAL DYNAMICS CORP | COM | $643K | 0.4%Prev: 0.4% | 1,909 SH | Decreased-33 SH |
| GENERAL ELECTRIC CO | COM NEW | $229K | 0.1%Prev: 0.1% | 744 SH | Increased+22 SH |
| GOLDMAN SACHS GROUP INC | COM | $318K | 0.2%Prev: 0.2% | 362 SH | Increased+2 SH |
| HOME DEPOT INC | COM | $842K | 0.5%Prev: 0.6% | 2,447 SH | Decreased+77 SH |
| HONEYWELL INTL INC | COM | $593K | 0.4%Prev: 0.4% | 3,038 SH | Decreased+109 SH |
| INTER MUN BD ACT | PIMCO ETF TR | $233K | 0.1%Prev: 0.1% | 4,450 SH | Increased+527 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $280K | 0.2%Prev: 0.2% | 944 SH | Increased-7 SH |
| INTUIT | COM | $234K | 0.1%Prev: 0.2% | 353 SH | Decreased-16 SH |
| INVESCO QQQ TR | UNIT SER 1 | $275K | 0.2% | 448 SH | New |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $971K | 0.6%Prev: 0.6% | 19,552 SH | Increased+5,000 SH |
| ISHARES INC | CORE MSCI EMKT | $4.5M | 2.8%Prev: 2.7% | 67,437 SH | Increased+3,252 SH |
| ISHARES INC | EMNG MKTS EQT | $253K | 0.2%Prev: 0.2% | 4,371 SH | Increased+220 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $359K | 0.2% | 3,574 SH | New |
| ISHARES TR | 0-5 YR TIPS ETF | $1.5M | 0.9%Prev: 0.9% | 14,782 SH | Increased+1,047 SH |
| ISHARES TR | 10-20 YR TRS ETF | $971K | 0.6% | 9,548 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $231K | 0.1%Prev: 0.7% | 2,646 SH | Decreased-9,344 SH |
| ISHARES TR | CORE MSCI EAFE | $6.3M | 3.9%Prev: 3.6% | 70,878 SH | Increased+7,092 SH |
| ISHARES TR | CORE MSCI TOTAL | $900K | 0.6%Prev: 0.6% | 10,635 SH | Increased-101 SH |
| ISHARES TR | CORE S&P MCP ETF | $264K | 0.2%Prev: 0.2% | 3,999 SH | Decreased-170 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.5M | 0.9%Prev: 1.8% | 12,637 SH | Decreased-11,209 SH |
| ISHARES TR | CORE S&P TTL STK | $363K | 0.2%Prev: 0.2% | 2,443 SH | Decreased-77 SH |
| ISHARES TR | CORE S&P500 ETF | $14.2M | 8.7%Prev: 7.2% | 20,721 SH | Increased+3,885 SH |
| ISHARES TR | CORE TOTAL USD | $238K | 0.1%Prev: 0.1% | 5,121 SH | Increased+387 SH |
| ISHARES TR | CORE US AGGBD ET | $3.3M | 2.0%Prev: 2.0% | 32,901 SH | Increased+2,303 SH |
| ISHARES TR | EAFE GRWTH ETF | $234K | 0.1%Prev: 0.2% | 2,056 SH | Decreased-11 SH |
| ISHARES TR | GLOBAL TECH ETF | $265K | 0.2% | 2,522 SH | New |
| ISHARES TR | HDG MSCI EAFE | $4.7M | 2.9%Prev: 3.0% | 113,274 SH | Increased-4,680 SH |
| ISHARES TR | IBDS DEC28 ETF | $713K | 0.4%Prev: 0.4% | 28,024 SH | Increased+3,705 SH |
| ISHARES TR | IBOND DEC 2030 | $347K | 0.2%Prev: 0.2% | 17,502 SH | Increased+274 SH |
| ISHARES TR | IBONDS 26 TRM TS | $212K | 0.1%Prev: 0.1% | 9,270 SH | Increased+380 SH |
| ISHARES TR | IBONDS 27 ETF | $707K | 0.4%Prev: 0.4% | 29,116 SH | Increased+3,882 SH |
| ISHARES TR | IBONDS 27 TRM TS | $265K | 0.2%Prev: 0.2% | 11,799 SH | Increased+236 SH |
| ISHARES TR | IBONDS 28 TRM TS | $268K | 0.2%Prev: 0.2% | 11,981 SH | Increased+309 SH |
| ISHARES TR | IBONDS 29 TRM TS | $347K | 0.2%Prev: 0.2% | 15,827 SH | Increased+188 SH |
| ISHARES TR | IBONDS DEC 2030 | $691K | 0.4%Prev: 0.4% | 31,290 SH | Increased+4,271 SH |
| ISHARES TR | IBONDS DEC 2031 | $986K | 0.6%Prev: 0.5% | 47,093 SH | Increased+11,361 SH |
| ISHARES TR | IBONDS DEC 2032 | $334K | 0.2%Prev: 0.1% | 13,091 SH | Increased+4,994 SH |
| ISHARES TR | IBONDS DEC 29 | $692K | 0.4%Prev: 0.4% | 29,563 SH | Increased+4,029 SH |
| ISHARES TR | IBONDS DEC2026 | $684K | 0.4%Prev: 0.4% | 28,229 SH | Increased+1,784 SH |
| ISHARES TR | INVESTMENT GRADE | $287K | 0.2%Prev: 0.2% | 6,283 SH | Increased+88 SH |
| ISHARES TR | ISHS 1-5YR INVS | $1.0M | 0.6%Prev: 0.8% | 19,251 SH | Decreased-4,333 SH |
| ISHARES TR | MBS ETF | $2.2M | 1.3%Prev: 1.5% | 22,622 SH | Decreased-2,155 SH |
| ISHARES TR | MSCI USA MIN VOL | $1.7M | 1.1%Prev: 1.5% | 18,280 SH | Decreased-6,823 SH |
| ISHARES TR | NATIONAL MUN ETF | $932K | 0.6%Prev: 0.6% | 8,699 SH | Decreased-227 SH |
| ISHARES TR | RUSSELL 3000 ETF | $216K | 0.1%Prev: 0.1% | 559 SH | Increased |
| ISHARES TR | S&P 100 ETF | $300K | 0.2%Prev: 0.2% | 876 SH | Increased+160 SH |
| ISHARES TR | TIPS BD ETF | $680K | 0.4%Prev: 0.4% | 6,189 SH | Increased+490 SH |
| ISHARES TR | U.S. TECH ETF | $296K | 0.2%Prev: 1.1% | 1,481 SH | Decreased-7,040 SH |
| ISHARES TR | US TREAS BD ETF | $492K | 0.3%Prev: 0.3% | 21,349 SH | Increased+219 SH |
| ISHARES U S ETF TR | BLACKROCK SHORT | $219K | 0.1%Prev: 0.2% | 4,343 SH | Decreased-492 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $205K | 0.1% | 4,033 SH | New |
| JOHNSON & JOHNSON | COM | $1.1M | 0.7%Prev: 0.6% | 5,128 SH | Increased+33 SH |
| JPMORGAN CHASE & CO | COM | $984K | 0.6%Prev: 0.6% | 3,054 SH | Increased+27 SH |
| LINDE PLC | SHS | $245K | 0.2%Prev: 0.2% | 575 SH | Decreased-16 SH |
| LOCKHEED MARTIN CORP | COM | $335K | 0.2%Prev: 0.3% | 693 SH | Decreased-212 SH |
| MASTERCARD INCORPORATED | CL A | $400K | 0.2%Prev: 0.3% | 700 SH | Decreased-56 SH |
| MCDONALDS CORP | COM | $237K | 0.1%Prev: 0.1% | 777 SH | Increased+9 SH |
| MEDTRONIC PLC | SHS | $563K | 0.3%Prev: 0.4% | 5,857 SH | Decreased-81 SH |
| META PLATFORMS INC | CL A | $1.4M | 0.8%Prev: 1.0% | 2,053 SH | Decreased+14 SH |
| MICROSOFT CORP | COM | $3.8M | 2.3%Prev: 2.6% | 7,834 SH | Decreased-22 SH |
| MICROSTRATEGY INC | CL A NEW | $423K | 0.3%Prev: 0.6% | 2,785 SH | Decreased-41 SH |
| NETFLIX INC | COM | $338K | 0.2%Prev: 0.3% | 3,610 SH | Decreased+3,226 SH |
| NOVO-NORDISK A S | ADR | $578K | 0.4%Prev: 0.4% | 11,352 SH | Decreased+670 SH |
| NVIDIA CORPORATION | COM | $4.8M | 2.9%Prev: 2.7% | 25,515 SH | Increased+2,976 SH |
| ORACLE CORP | COM | $702K | 0.4%Prev: 0.6% | 3,600 SH | Decreased+376 SH |
| PACCAR INC | COM | $1.1M | 0.7%Prev: 0.6% | 10,025 SH | Increased+39 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $464K | 0.3%Prev: 0.3% | 2,612 SH | Decreased+49 SH |
| PIMCO ETF TR | SHTRM MUN BD ACT | $377K | 0.2%Prev: 0.2% | 7,484 SH | Decreased-78 SH |
| PROCTER AND GAMBLE CO | COM | $1.3M | 0.8%Prev: 0.9% | 8,835 SH | Decreased-98 SH |
| RAYTHEON TECHNOLOGIES CORP | COM | $733K | 0.5%Prev: 0.5% | 3,998 SH | Decreased-394 SH |
| ROLLINS INC | COM | $1.1M | 0.7%Prev: 0.7% | 18,817 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $670K | 0.4%Prev: 0.4% | 27,866 SH | Increased+620 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $914K | 0.6%Prev: 0.6% | 34,833 SH | Increased+793 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.2M | 0.7%Prev: 0.7% | 36,522 SH | Increased+392 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $343K | 0.2%Prev: 0.2% | 11,571 SH | Increased+411 SH |
| SELECT SECTOR SPDR TR | FINANCIAL | $1.5M | 0.9%Prev: 0.9% | 27,112 SH | Increased+1,950 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.8%Prev: 0.8% | 1,823 SH | Increased |
| SPDR SER TR | BLOOMBERG HIGH Y | $1.1M | 0.7%Prev: 0.8% | 11,205 SH | Decreased-1,036 SH |
| SPDR SER TR | NUVEEN BLOOMBERG | $931K | 0.6%Prev: 0.6% | 37,321 SH | Decreased-1,366 SH |
| SPDR SER TR | PRTFLO S&P500 GW | $9.5M | 5.9%Prev: 5.5% | 89,099 SH | Increased+6,950 SH |
| SPDR SER TR | PRTFLO S&P500 VL | $4.8M | 3.0%Prev: 3.7% | 84,606 SH | Decreased-18,455 SH |
| STARBUCKS CORP | COM | $614K | 0.4%Prev: 0.4% | 7,288 SH | Decreased-279 SH |
| STRYKER CORPORATION | COM | $251K | 0.2%Prev: 0.2% | 713 SH | Decreased+8 SH |
| TCW ETF TRUST | TRANSFORM SYSTEM | $1.4M | 0.8% | 14,134 SH | New |
| TESLA INC | COM | $1.2M | 0.7%Prev: 0.7% | 2,599 SH | Increased+66 SH |
| TJX COS INC NEW | COM | $311K | 0.2%Prev: 0.2% | 2,025 SH | Increased+27 SH |
| TRIMTABS ETF TR | FCF US QLTY ETF | $3.2M | 2.0%Prev: 3.1% | 44,963 SH | Decreased-21,291 SH |
| UNILEVER PLC | SPON ADR NEW | $538K | 0.3%Prev: 0.3% | 8,220 SH | Increased-769 SH |
| UNION PAC CORP | COM | $292K | 0.2%Prev: 0.2% | 1,261 SH | Decreased+3 SH |
| UNITEDHEALTH GROUP INC | COM | $237K | 0.1% | 719 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $261K | 0.2% | 3,311 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $260K | 0.2%Prev: 0.2% | 533 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $672K | 0.4%Prev: 0.4% | 2,315 SH | Decreased |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $228K | 0.1%Prev: 0.1% | 2,576 SH | Increased+368 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.9M | 2.4%Prev: 2.5% | 6,273 SH | Increased+1 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $290K | 0.2%Prev: 0.2% | 1,371 SH | Decreased-49 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $321K | 0.2%Prev: 0.2% | 1,245 SH | Decreased-23 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.1M | 1.3%Prev: 1.3% | 6,342 SH | Increased+17 SH |
| VANGUARD INDEX FDS | VALUE ETF | $788K | 0.5%Prev: 0.5% | 4,128 SH | Decreased-108 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $380K | 0.2%Prev: 0.2% | 7,555 SH | Increased+326 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $213K | 0.1%Prev: 0.1% | 2,303 SH | Increased+2 SH |
| VISA INC | COM CL A | $1.2M | 0.7%Prev: 0.8% | 3,325 SH | Decreased-149 SH |
| WALMART INC | COM | $909K | 0.6%Prev: 0.2% | 8,159 SH | Increased+4,756 SH |
| WELLS FARGO CO NEW | COM | $362K | 0.2%Prev: 0.2% | 3,888 SH | Increased+919 SH |
| 13F-HR |
| 0002001526-26-000004 |
| $178.7M |
| View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0002001526-25-000008 | $145.8M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002001526-26-000003 | $154.5M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0002001526-25-000005 | $131.5M | View |