Discipline Wealth Solutions, LLC Portfolio Holdings by Sector
Discipline Wealth Solutions, LLC
- $109 Million
- Q1 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BIV DFAC BNDX IGSB VEA VOO DFEM DFIS 19 stocks |
$108,080
99.54% of portfolio
|
10
|
9
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$502
0.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|