Instuitional Investor - Discipline Wealth Solutions, Llc
Fund Profile
Filing Period:
| Fund Name: | Discipline Wealth Solutions, Llc |
| Portfolio Value | $379,231,255 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 559,883 | $43,721,247 | 11.53% | |
| 2. | Dimensional Etf Trust | 1,122,928 | $43,311,352 | 11.42% | |
| 3. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 462,494 | $22,874,945 | 6.03% | |
| 4. | Vanguard Tax-Managed Fds | 314,212 | $18,827,568 | 4.96% | |
| 5. | Ishares Tr | 284,150 | $15,068,498 | 3.97% |
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