Disciplined Investments, LLC Incresed Positions in Q4 2024

Disciplined Investments, LLC

  • $197 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
12.6K
+ 13.6%
$46.75 - $47.8 $589K - $602K
105K $4.93M
JBHT
Hunt J B Transport Services Inc

Industrials
3.14K
+ 8.96%
$164.22 - $197.19 $515K - $618K
38.1K $6.51M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.48K
+ 184.51%
$80.13 - $83.77 $359K - $375K
6.91K $554K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.56K
+ 5.92%
$77.86 - $79.27 $433K - $441K
99.5K $7.76M
IVV
Ishares Core S&P 500 ETF

ETFs
379
+ 11.57%
$570.51 - $610.59 $216K - $231K
3.65K $2.15M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.27K
+ 27.91%
$77.02 - $78.58 $252K - $257K
15K $1.16M
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.15K
+ 18.47%
$33.62 - $35.69 $240K - $255K
45.8K $1.55M
VO
Vanguard Mid Cap ETF

ETFs
750
+ 43.89%
$261.5 - $284.63 $196K - $213K
2.46K $649K
NVDA
Nvidia Corp

Technology
273
+ 2.24%
$117.0 - $148.88 $31.9K - $40.6K
12.4K $1.67M
ET
Energy Transfer LP

Energy
1.62K
+ 3.96%
$16.05 - $19.86 $25.9K - $32.1K
42.4K $829K
DFAT
Dimensional ETF Tr U S Target

ETFs
2.93K
+ 2.47%
$54.54 - $61.04 $160K - $179K
122K $6.78M
MSFT
Microsoft Corp

Technology
407
+ 29.56%
$406.35 - $454.46 $165K - $185K
1.78K $751K
AAPL
Apple Inc.

Technology
51
+ 0.72%
$221.69 - $259.02 $11.3K - $13.2K
7.17K $1.79M
FSK
Fs Kkr Capital Corp

Financial Services
4.5K
+ 30.0%
$19.71 - $22.22 $88.7K - $100K
19.5K $423K
ARLP
Alliance Resource Partners LP

Energy
1.51K
+ 2.58%
$24.84 - $28.58 $37.5K - $43.1K
60K $1.58M
IWM
Ishares Russell 2000 ETF

ETFs
506
+ 7.06%
$216.13 - $242.4 $109K - $123K
7.67K $1.7M
VEA
Vanguard Ftse Developed Market

ETFs
2.36K
+ 45.71%
$47.57 - $52.44 $112K - $124K
7.51K $359K
AMZN
Amazon Com Inc

Consumer Cyclical
186
+ 16.34%
$180.88 - $232.93 $33.6K - $43.3K
1.32K $290K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
6K
+ 22.64%
$15.05 - $16.03 $90.3K - $96.2K
32.5K $495K
PDI
Pimco Dynamic Income Fund

Financial Services
5K
+ 50.0%
$18.33 - $20.85 $91.6K - $104K
15K $275K
VIG
Vanguard Dividend Appreciation

ETFs
377
+ 20.52%
N/A
2.21K $403K
QQQ
Invesco Qqq Trust, Series 1

ETFs
6
+ 0.23%
$481.22 - $538.17 $2.89K - $3.23K
2.59K $1.32M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.16K
+ 10.98%
$106.56 - $113.11 $124K - $131K
11.7K $1.25M
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 0.49%
$567.81 - $607.81 $10.2K - $10.9K
3.72K $2.18M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.88K
+ 10.21%
$45.17 - $47.23 $85.1K - $89K
20.3K $921K
PCAR
Paccar Inc

Industrials
25
+ 0.33%
$97.92 - $118.41 $2.45K - $2.96K
7.53K $782K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1K
+ 12.38%
$49.79 - $51.14 $50K - $51.3K
9.11K $456K
IEFA
Ishares Tr

ETFs
2.92K
+ 13.21%
$70.06 - $77.43 $205K - $226K
25.1K $1.76M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
41.2K
+ 200.0%
$22.01 - $66.82 $908K - $2.76M
61.9K $1.4M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
957
+ 8.31%
$42.33 - $43.3 $40.5K - $41.4K
12.5K $531K
IEMG
Ishares Inc

ETFs
483
+ 0.96%
N/A
51K $2.74M
IWB
Ishares Tr Russell 1000 ETF

ETFs
60
+ 8.88%
$311.11 - $335.64 $18.7K - $20.1K
736 $237K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
506
+ 12.2%
$131.66 - $144.0 $66.6K - $72.9K
4.65K $614K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
320
+ 1.1%
N/A
29.3K $1.83M
AJG
Arthur J. Gallagher & Co.

Financial Services
3
+ 0.05%
$278.49 - $315.16 $835 - $945
5.85K $1.66M
IWN
Ishares Russell2000 Val ETF

ETFs
161
+ 3.55%
$162.69 - $181.35 $26.2K - $29.2K
4.7K $770K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
23
+ 0.88%
$563.99 - $620.12 $13K - $14.3K
2.65K $1.51M
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.1%
$233.76 - $261.58 $935 - $1.05K
4.14K $995K
AVLV
American Centy ETF Tr Avantis
89
+ 1.39%
$65.51 - $71.22 $5.83K - $6.34K
6.5K $433K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
181
+ 0.86%
$61.68 - $67.87 $11.2K - $12.3K
21.3K $1.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14
+ 2.33%
$442.29 - $483.08 $6.19K - $6.76K
615 $278K
VBR
Vanguard Small Cap Value ETF

ETFs
65
+ 1.49%
$197.36 - $217.3 $12.8K - $14.1K
4.43K $878K
TXN
Texas Instruments Inc

Technology
2
+ 0.05%
N/A
3.77K $733K
VDE
Vanguard Energy ETF

ETFs
36
+ 1.05%
$116.67 - $136.78 $4.2K - $4.92K
3.46K $419K
Dimensional ETF Trust
14.2K
+ 8.99%
N/A
172K $0
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
109
+ 0.87%
$24.19 - $24.63 $2.64K - $2.68K
12.7K $306K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.1%
$126.68 - $134.74 $380 - $404
2.99K $381K
IVE
Ishares S&P 500 Value ETF

ETFs
44
+ 1.4%
$189.5 - $206.17 $8.34K - $9.07K
3.19K $608K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
619
+ 1.14%
$8.51 - $9.15 $5.27K - $5.66K
55.1K $473K
Activity Summary
Buys All Purchases 78 New Holdings 10 Increased Positions 68 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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