 |
Size ($ in 1000's)
At 12/31/2023: $100,115
At 09/30/2023: $0
Discipline Wealth Solutions LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Discipline Wealth Solutions LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Discipline Wealth Solutions LLC top holdings by largest position size, as per the latest 13f filing made by Discipline Wealth Solutions LLC.
In the Discipline Wealth Solutions LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Discipline Wealth Solutions LLC in that top holding, then the share count change between reporting periods, and finally the Discipline Wealth Solutions LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD BD INDEX FDS (BIV) |
278,521 |
+278,521 |
$21,129 | | BIV | 278,521 | +278,521 | $21,129 | | DIMENSIONAL ETF TRUST (DFAC) |
536,880 |
+536,880 |
$15,994 | | DFAC | 536,880 | +536,880 | $15,994 | | VANGUARD CHARLOTTE FDS (BNDX) |
276,319 |
+276,319 |
$13,501 | | BNDX | 276,319 | +276,319 | $13,501 | | ISHARES TR (IGSB) |
251,989 |
+251,989 |
$12,909 | | IGSB | 251,989 | +251,989 | $12,909 | | VANGUARD TAX MANAGED FDS (VEA) |
165,213 |
+165,213 |
$7,854 | | VEA | 165,213 | +165,213 | $7,854 | | VANGUARD INDEX FDS (VOO) |
12,052 |
+12,052 |
$5,475 | | VOO | 12,052 | +12,052 | $5,475 | | DIMENSIONAL ETF TRUST (DFEM) |
172,362 |
+172,362 |
$4,168 | | DFEM | 172,362 | +172,362 | $4,168 | | DIMENSIONAL ETF TRUST (DFIS) |
163,044 |
+163,044 |
$3,861 | | DFIS | 163,044 | +163,044 | $3,861 | | DIMENSIONAL ETF TRUST (DFAS) |
39,070 |
+39,070 |
$2,271 | | DFAS | 39,070 | +39,070 | $2,271 | | DIMENSIONAL ETF TRUST (DFSV) |
80,309 |
+80,309 |
$2,259 | | DFSV | 80,309 | +80,309 | $2,259 | | VANGUARD BD INDEX FDS (BND) |
25,428 |
+25,428 |
$1,856 | | BND | 25,428 | +25,428 | $1,856 | | VANGUARD BD INDEX FDS (BSV) |
19,690 |
+19,690 |
$1,514 | | BSV | 19,690 | +19,690 | $1,514 | | AMERICAN CENTY ETF TR (AVDV) |
18,948 |
+18,948 |
$1,159 | | AVDV | 18,948 | +18,948 | $1,159 | | VANGUARD INDEX FDS (VTI) |
3,684 |
+3,684 |
$903 | | VTI | 3,684 | +3,684 | $903 | | VANGUARD INDEX FDS (VTV) |
4,806 |
+4,806 |
$732 | | VTV | 4,806 | +4,806 | $732 | | VANGUARD INDEX FDS (VBR) |
3,445 |
+3,445 |
$609 | | VBR | 3,445 | +3,445 | $609 | | VANGUARD INDEX FDS (VB) |
2,663 |
+2,663 |
$560 | | VB | 2,663 | +2,663 | $560 | | VANGUARD SCOTTSDALE FDS (VCSH) |
7,220 |
+7,220 |
$558 | | VCSH | 7,220 | +7,220 | $558 | | VANGUARD MALVERN FDS (VTIP) |
11,628 |
+11,628 |
$552 | | VTIP | 11,628 | +11,628 | $552 | | VANGUARD INTL EQUITY INDEX F (VEU) |
7,435 |
+7,435 |
$412 | | VEU | 7,435 | +7,435 | $412 | | VANGUARD INDEX FDS (VNQ) |
4,258 |
+4,258 |
$359 | | VNQ | 4,258 | +4,258 | $359 | | VANGUARD STAR FDS (VXUS) |
5,998 |
+5,998 |
$342 | | VXUS | 5,998 | +5,998 | $342 | | VANGUARD INTL EQUITY INDEX F (VSS) |
2,810 |
+2,810 |
$313 | | VSS | 2,810 | +2,810 | $313 | | VANGUARD INTL EQUITY INDEX F (VPL) |
4,324 |
+4,324 |
$311 | | VPL | 4,324 | +4,324 | $311 | | VANGUARD INTL EQUITY INDEX F (VGK) |
4,841 |
+4,841 |
$308 | | VGK | 4,841 | +4,841 | $308 |
See Full List: All Stocks Held By Discipline Wealth Solutions LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Discipline Wealth Solutions LLC
|
|
