Disciplined Investors, L.L.C. New Holdings in Q4 2024

Disciplined Investors, L.L.C.

  • $104 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
337K
New
$22.01 - $66.82 $7.42M - $22.5M
337K $7.6B
IDV
Ishares Tr

ETFs
173K
New
$27.03 - $29.92 $4.67M - $5.17M
173K $4.68B
VUG
Vanguard Growth ETF

ETFs
10.8K
New
$378.79 - $428.11 $4.07M - $4.6M
10.8K $4.36B
VEU
Vanguard Ftse All World Ex Us

ETFs
65.9K
New
$57.29 - $63.1 $3.77M - $4.16M
65.9K $3.72B
DFSV
Dimensional ETF Tr Dimensional

ETFs
115K
New
$30.18 - $33.87 $3.46M - $3.88M
115K $3.5B
AAPL
Apple Inc.

Technology
13.2K
New
$221.69 - $259.02 $2.92M - $3.41M
13.2K $3.09B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
23.6K
New
$126.68 - $134.74 $2.99M - $3.18M
23.6K $3B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
65.9K
New
$44.33 - $49.55 $2.92M - $3.27M
65.9K $2.92B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.3K
New
$521.84 - $558.82 $2.77M - $2.96M
5.3K $2.83B
Dimensional ETF Trust
45.7K
New
N/A
45.7K $2.38B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
39.6K
New
$58.88 - $64.8 $2.33M - $2.56M
39.6K $2.29B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.1K
New
$442.29 - $483.08 $2.26M - $2.46M
5.1K $2.26B
XLK
Technology Sector Spdr

ETFs
9.86K
New
$220.26 - $241.44 $2.17M - $2.38M
9.86K $2.24B
MSFT
Microsoft Corp

Technology
5.14K
New
$406.35 - $454.46 $2.09M - $2.34M
5.14K $2.14B
CRK
Comstock Resources Inc

Energy
101K
New
$11.15 - $18.92 $1.13M - $1.92M
101K $2.03B
GLD
Spdr Gold Trust

ETFs
7.67K
New
$236.59 - $257.5 $1.82M - $1.98M
7.67K $1.89B
COST
Costco Wholesale Corp

Consumer Defensive
2K
New
$873.59 - $994.69 $1.75M - $1.99M
2K $1.85B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.96K
New
$567.81 - $607.81 $1.68M - $1.8M
2.96K $1.72B
AMZN
Amazon Com Inc

Consumer Cyclical
7.47K
New
$180.88 - $232.93 $1.35M - $1.74M
7.47K $1.63B
VFH
Vanguard Financial ETF

ETFs
13.8K
New
$108.87 - $126.2 $1.5M - $1.74M
13.8K $1.6B
VTV
Vanguard Value ETF

ETFs
9.07K
New
$168.32 - $181.87 $1.53M - $1.65M
9.07K $1.53B
JPM
Jpmorgan Chase & CO

Financial Services
6.27K
New
$205.18 - $250.29 $1.29M - $1.57M
6.27K $1.53B
GS
Goldman Sachs Group Inc

Financial Services
2.67K
New
$486.1 - $608.57 $1.3M - $1.63M
2.67K $1.51B
HEFA
Ishares Currency Hedged Msci E

ETFs
32.8K
New
$34.42 - $35.88 $1.13M - $1.18M
32.8K $1.14B
GOOGL
Alphabet Inc.

Communication Services
5.93K
New
$161.86 - $196.66 $959K - $1.17M
5.93K $1.13B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
22.2K
New
$46.48 - $51.32 $1.03M - $1.14M
22.2K $1.1B
VTI
Vanguard Total Stock Market Et

ETFs
3.81K
New
$280.04 - $302.45 $1.07M - $1.15M
3.81K $1.1B
Dimensional ETF Trust
36.2K
New
N/A
36.2K $1.09B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
39.1K
New
$26.93 - $84.95 $1.05M - $3.32M
39.1K $1.07B
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.98K
New
$174.22 - $187.62 $1.04M - $1.12M
5.98K $1.04B
SCHW
Schwab Charles Corp

Financial Services
14K
New
$63.31 - $82.85 $886K - $1.16M
14K $1.02B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
27.4K
New
$33.92 - $36.6 $928K - $1M
27.4K $942M
XOM
Exxon Mobil Corp

Energy
7.9K
New
$105.51 - $125.37 $834K - $990K
7.9K $863M
VHT
Vanguard Health Care ETF

ETFs
3.31K
New
$250.81 - $283.3 $830K - $937K
3.31K $862M
AVSC
American Centy ETF Tr Avantis
15K
New
$52.7 - $59.57 $788K - $891K
15K $791M
WMT
Walmart Inc.

Consumer Defensive
8.26K
New
$79.1 - $95.7 $653K - $790K
8.26K $756M
DFAX
Dimensional ETF Tr
30.6K
New
$24.76 - $27.04 $757K - $827K
30.6K $748M
BX
Blackstone Inc.

Financial Services
4.5K
New
$148.45 - $199.05 $668K - $895K
4.5K $746M
SCHX
Schwab Strategic Tr Us Large C

ETFs
32K
New
$22.4 - $68.28 $717K - $2.19M
32K $738M
XLU
Utilities Sector Spdr

ETFs
9.56K
New
$74.89 - $82.93 $716K - $793K
9.56K $714M
UNH
Unitedhealth Group Inc

Healthcare
1.26K
New
$485.52 - $625.25 $613K - $790K
1.26K $684M
Ge Vernova Inc
1.77K
New
N/A
1.77K $649M
AVGO
Broadcom Inc.

Technology
2.79K
New
$159.67 - $250.0 $446K - $699K
2.79K $630M
PG
Procter & Gamble CO

Consumer Defensive
3.95K
New
$161.05 - $179.7 $637K - $710K
3.95K $628M
GOOG
Alphabet Inc.

Communication Services
3.19K
New
$163.08 - $198.16 $521K - $633K
3.19K $614M
CAT
Caterpillar Inc

Industrials
1.66K
New
$360.37 - $416.88 $598K - $692K
1.66K $602M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
22.9K
New
$26.63 - $30.23 $609K - $691K
22.9K $590M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.9K
New
$172.07 - $207.36 $498K - $601K
2.9K $583M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.6K
New
$44.04 - $49.49 $599K - $673K
13.6K $578M
Activity Summary
Buys All Purchases 111 New Holdings 111 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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