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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
 249,830 $8,863,960 4.37%
2.
Vanguard Scottsdale Funds
 99,467 $7,759,459 3.82%
3.
Vanguard Index Fds - GROWTH ETF
 17,548 $7,202,558 3.55%
4.
Spdr Ser Tr
 281,015 $7,095,641 3.49%
5.
Dimensional Etf Trust
 121,760 $6,777,177 3.34%
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)