Disciplined Investments, LLC Portfolio Holdings
Disciplined Investments, LLC
- $197 Million
- Q4 2024
Disciplined Investments, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $197 Million distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $8.86M, Vanguard Sht Term Corp Bd ETF with a value of $7.76M, Vanguard Growth ETF with a value of $7.2M, Spdr Bloomberg Short Term High with a value of $7.1M, and Dimensional ETF Tr U S Target with a value of $6.78M.
Examining the 13F form we can see an increase of $2.76M in the current position value, from $195M to 197M.
Disciplined Investments, LLC is based out at Tulsa, OK
Below you can find more details about Disciplined Investments, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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