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Home > Institutional Investor > Disciplined Investments, Llc > Profile

Instuitional Investor - Disciplined Investments, Llc

Fund Profile
Filing Period:
Fund Name: Disciplined Investments, Llc
Portfolio Value $170,699,987
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Phillips 66
 PSX 51,680 $6,880,730 4.03%
2.
Vanguard Scottsdale Funds
 86,281 $6,675,547 3.91%
3.
Dimensional Etf Trust
 193,215 $6,638,861 3.88%
4.
Vanguard Index Fds
 18,444 $5,733,864 3.35%
5.
Hunt J B Transport Services Inc
 JBHT 28,655 $5,723,527 3.35%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)