Discipline Wealth Solutions, LLC Portfolio Holdings by Sector
Discipline Wealth Solutions, LLC
- $127 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BIV DFAC BNDX IGSB VEA VOO DFEM DFIS 26 stocks |
$125,582
99.16% of portfolio
|
  25  
|
  1  
|
  8  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$838
0.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$232
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|