Instuitional Investor - Discipline Wealth Solutions, Llc
Fund Profile
Filing Period:
| Fund Name: | Discipline Wealth Solutions, Llc |
| Portfolio Value | $539,478,697 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,600,389 | $63,359,392 | 11.74% | |
| 2. | BND | 630,329 | $49,090,004 | 9.1% | |
| 3. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 534,839 | $25,843,438 | 4.79% | |
| 4. | Vanguard Tax-Managed Fds | 371,413 | $23,202,154 | 4.3% | |
| 5. | Dimensional Etf Trust | 591,483 | $19,483,466 | 3.61% |
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