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Home > Institutional Investor > Disciplined Investments, Llc > 13F Holdings

Instuitional Investor - Disciplined Investments, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 283,663 $11,164,981 5.13%
2.
Vanguard Scottsdale Funds
 115,770 $9,138,872 4.2%
3.
Spdr Ser Tr
 327,608 $8,242,607 3.79%
4.
Vanguard Scottsdale Funds
 132,298 $7,764,544 3.57%
5.
Dimensional Etf Trust
 253,036 $7,735,309 3.55%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)