Instuitional Investor - Discipline Wealth Solutions, Llc
Fund Profile
Filing Period:
| Fund Name: | Discipline Wealth Solutions, Llc |
| Portfolio Value | $266,678,763 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 541,909 | $41,911,209 | 16.05% | |
| 2. | Dimensional Etf Trust | 958,576 | $34,355,376 | 13.16% | |
| 3. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 441,039 | $21,835,834 | 8.36% | |
| 4. | Vanguard Tax-Managed Fds | 295,844 | $16,866,076 | 6.46% | |
| 5. | Ishares Tr | 274,889 | $14,503,132 | 5.55% |
