Discipline Wealth Solutions, LLC Incresed Positions in Q2 2025

Discipline Wealth Solutions, LLC

  • $246 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
50.3K
+ 5.54%
$29.12 - $35.84 $1.46M - $1.8M
959K $34.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
39.4K
+ 7.83%
$75.05 - $77.34 $2.95M - $3.04M
542K $41.9M
VEA
Vanguard Ftse Developed Market

ETFs
13.8K
+ 4.91%
$45.65 - $57.01 $632K - $789K
296K $16.9M
BNDX
Vanguard Total International B

ETFs
40K
+ 9.96%
$48.77 - $49.55 $1.95M - $1.98M
441K $21.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.82K
+ 11.28%
$456.74 - $568.03 $833K - $1.04M
18K $10.2M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
40K
+ 296.97%
$36.23 - $44.97 $1.45M - $1.8M
53.5K $2.41M
VBR
Vanguard Small Cap Value ETF

ETFs
8.03K
+ 157.62%
$162.76 - $195.77 $1.31M - $1.57M
13.1K $2.56M
DFIS
Dimensional ETF Tr Dimensional

ETFs
13.1K
+ 4.47%
$23.2 - $29.84 $304K - $390K
306K $9.14M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
21K
+ 7.31%
$23.4 - $29.68 $492K - $624K
309K $9.16M
TILT
Flexshares Tr

ETFs
6.3K
+ 356.5%
$181.13 - $224.01 $1.14M - $1.41M
8.07K $1.81M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
22.4K
+ 8.89%
$51.68 - $52.76 $1.16M - $1.18M
275K $14.5M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
15K
+ 415.25%
$66.99 - $83.47 $1M - $1.25M
18.6K $1.54M
AAPL
Apple Inc.

Technology
6.53K
+ 69.7%
$172.42 - $223.89 $1.13M - $1.46M
15.9K $3.26M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12.1K
+ 58.58%
$77.74 - $78.78 $942K - $955K
32.8K $2.58M
MSFT
Microsoft Corp

Technology
943
+ 34.91%
$354.56 - $497.45 $334K - $469K
3.64K $1.81M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.4K
+ 13.51%
$52.31 - $63.72 $439K - $535K
70.6K $4.5M
IVE
Ishares S&P 500 Value ETF

ETFs
3.73K
+ 106.39%
$168.34 - $195.42 $628K - $729K
7.23K $1.41M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.13K
+ 63.37%
$96.84 - $99.46 $691K - $709K
18.4K $1.82M
VB
Vanguard Small Cap ETF

ETFs
2.47K
+ 69.28%
$193.73 - $237.37 $479K - $587K
6.04K $1.43M
DFSV
Dimensional ETF Tr Dimensional

ETFs
16K
+ 12.65%
$24.21 - $29.47 $388K - $472K
143K $4.2M
NVDA
Nvidia Corp

Technology
1.73K
+ 25.83%
$94.31 - $157.99 $164K - $274K
8.45K $1.33M
GLD
Spdr Gold Trust

ETFs
1.54K
+ 20.41%
$273.71 - $316.29 $420K - $486K
9.06K $2.76M
IVV
Ishares Core S&P 500 ETF

ETFs
501
+ 11.0%
$498.8 - $620.9 $250K - $311K
5.06K $3.14M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.89K
+ 105.11%
$82.21 - $83.12 $567K - $573K
13.5K $1.11M
EFV
Msci Eafe Value ETF

ETFs
7.77K
+ 68.56%
$52.4 - $64.65 $407K - $502K
19.1K $1.21M
VTI
Vanguard Total Stock Market Et

ETFs
1.41K
+ 49.04%
$243.75 - $303.93 $343K - $428K
4.28K $1.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.99K
+ 27.42%
$100.35 - $100.71 $501K - $503K
23.2K $2.34M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
2.43K
+ 6.71%
$54.03 - $67.61 $131K - $164K
38.7K $2.61M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.95K
+ 109.3%
$72.96 - $90.39 $288K - $357K
7.56K $675K
VTV
Vanguard Value ETF

ETFs
1.65K
+ 43.71%
$153.67 - $176.74 $254K - $292K
5.43K $958K
SSO
Proshares Ultra S&P 500

ETFs
853
+ 6.05%
$64.8 - $97.72 $55.3K - $83.4K
15K $1.46M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.99K
+ 102.41%
$72.02 - $73.82 $287K - $295K
7.89K $580K
DGS
Wisdomtree Emerging Markets Sm

ETFs
4.7K
+ 111.26%
$43.34 - $55.24 $204K - $260K
8.93K $493K
MUB
Ishares National Muni Bond ETF

ETFs
2.73K
+ 73.88%
$102.31 - $105.8 $279K - $289K
6.42K $671K
SLV
I Shares Silver Trust

ETFs
5.43K
+ 15.7%
$27.08 - $33.74 $147K - $183K
40K $1.31M
IWC
Russell Micro Cap ETF

ETFs
1.46K
+ 53.17%
$97.43 - $127.66 $142K - $186K
4.21K $536K
GOOGL
Alphabet Inc.

Communication Services
52
+ 1.37%
$144.7 - $178.6 $7.52K - $9.29K
3.85K $678K
TSLA
Tesla, Inc.

Consumer Cyclical
49
+ 4.87%
$221.86 - $362.89 $10.9K - $17.8K
1.06K $335K
Aim ETF Products Trust
136
+ 0.07%
N/A
195K $0
Direxion Shs ETF Tr
92.7K
+ 52.09%
N/A
271K $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
154
+ 0.75%
$18.94 - $21.67 $2.92K - $3.34K
20.6K $435K
UNH
Unitedhealth Group Inc

Healthcare
24
+ 2.2%
$274.35 - $599.47 $6.58K - $14.4K
1.12K $348K
Activity Summary
Buys All Purchases 64 New Holdings 21 Increased Positions 43 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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