Discipline Wealth Solutions, LLC Portfolio Holdings by Sector

Discipline Wealth Solutions, LLC

$182 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BIV DFAC BNDX VEA IGSB VOO DFEM DFIS 48 stocks	$171,200 94.06% of portfolio	45	3	24	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,012 1.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,143 0.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$1,097 0.6% of portfolio	2	-	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$959 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$853 0.47% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$792 0.44% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$779 0.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$630 0.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$557 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$347 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$339 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$319 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$314 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$259 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive POST 1 stocks	$234 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services GGN 1 stocks	$183 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts

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