Instuitional Investor - Discipline Wealth Solutions, Llc
Fund Profile
Filing Period:
| Fund Name: | Discipline Wealth Solutions, Llc |
| Portfolio Value | $100,328,960 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 278,521 | $21,128,607 | 21.1% | |
| 2. | Dimensional Etf Trust | 536,880 | $15,993,666 | 15.97% | |
| 3. | Vanguard Charlotte Fds | 276,319 | $13,500,966 | 13.48% | |
| 4. | Ishares Tr | 251,989 | $12,909,396 | 12.89% | |
| 5. | Vanguard Tax-Managed Fds | 165,213 | $7,854,235 | 7.84% |
