Disciplined Investments, LLC has disclosed 121 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $185.00 Mil. The turnover rate is 5%.
In Disciplined Investments, LLC's current portfolio as of 2024-06-30, the top 5 holdings are
Dimensional International Value ETF (DFIV), Phillips 66 (PSX), Vanguard Short-Term Corporate Bond ETF (VCSH), Vanguard Growth ETF (VUG), Vanguard Short-Term Government Bond ETF (VGSH), not including call and put options.
Disciplined Investments, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Disciplined Investments, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Disciplined Investments, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Disciplined Investments, LLC.