Instuitional Investor - Discipline Wealth Solutions, Llc
Fund Profile
Filing Period:
| Fund Name: | Discipline Wealth Solutions, Llc |
| Portfolio Value | $215,907,252 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 503,304 | $37,611,885 | 17.42% | |
| 2. | Dimensional Etf Trust | 875,071 | $30,268,709 | 14.02% | |
| 3. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 409,981 | $20,109,592 | 9.31% | |
| 4. | Vanguard Tax-Managed Fds | 280,762 | $13,426,051 | 6.22% | |
| 5. | Ishares Tr | 259,130 | $13,397,014 | 6.2% |
