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Home > Institutional Investor > Disciplined Investors, L.l.c. > Profile

Instuitional Investor - Disciplined Investors, L.l.c.

Fund Profile
Filing Period:
Fund Name: Disciplined Investors, L.l.c.
Portfolio Value $199,941,012
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - INTL SEL DIV ETF
 343,245 $14,220,656 7.11%
2.
Vanguard Index Fds - GROWTH ETF
 160,363 $13,813,685 6.91%
3.
Schwab Strategic Trust
 SCHD 327,667 $9,489,232 4.75%
4.
Vanguard Star Fds
 87,300 $7,463,274 3.73%
5.
Dimensional Etf Trust
 DFAC 160,505 $6,226,000 3.11%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.