Instuitional Investor - Discipline Wealth Solutions, Llc
Fund Profile
Filing Period:
| Fund Name: | Discipline Wealth Solutions, Llc |
| Portfolio Value | $223,744,221 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 502,557 | $38,480,764 | 18.37% | |
| 2. | Dimensional Etf Trust | 908,297 | $29,964,703 | 14.3% | |
| 3. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 401,087 | $19,581,078 | 9.35% | |
| 4. | Vanguard Tax-Managed Fds | 282,003 | $14,334,214 | 6.84% | |
| 5. | Ishares Tr | 252,453 | $13,220,956 | 6.31% |
