MondegarAI
Disciplined Investments, LLC

Q3 2024 · 13F-HR

Disciplined Investments, LLCholdings as filed

Filed 2024-11-04 · accession 0001951757-24-001157

$202.6M
Reported value
117
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V807DFIVDIMENSIONAL ETF TRUST$9.0M4.44%236,344CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$7.5M3.68%93,908CommonNONE
78468R408SJNKSPDR SER TR$7.2M3.57%281,171CommonNONE
718546104PSXPHILLIPS 66$6.8M3.36%51,771CommonNONE
922908736VUGVANGUARD INDEX FDS$6.8M3.34%17,647CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$6.6M3.26%118,830CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$6.0M2.98%35,006CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$6.0M2.94%100,854CommonNONE
464287598IWDISHARES TR$5.5M2.73%29,103CommonNONE
46434V860TFLOISHARES TR$5.4M2.65%106,239CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$5.0M2.45%180,804CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$4.9M2.40%157,614CommonNONE
922908553VNQVANGUARD INDEX FDS$4.7M2.33%48,378CommonNONE
464287614IWFISHARES TR$4.5M2.24%12,101CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$4.4M2.18%92,612CommonNONE
20825C104COPCONOCOPHILLIPS$4.1M2.01%38,762CommonNONE
922908744VTVVANGUARD INDEX FDS$3.9M1.92%22,267CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$3.9M1.92%144,652CommonNONE
464288877EFVISHARES TR$3.5M1.75%61,587CommonNONE
464288885EFGISHARES TR$3.3M1.63%30,751CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$3.2M1.58%68,280CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.0M1.47%62,232CommonNONE
922908595VBKVANGUARD INDEX FDS$3.0M1.47%11,132CommonNONE
464288273SCZISHARES TR$3.0M1.46%43,635CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$2.9M1.45%70,679CommonNONE
46434G103IEMGISHARES INC$2.9M1.43%50,537CommonNONE
464288687PFFISHARES TR$2.6M1.30%79,512CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$2.6M1.26%99,477CommonNONE
808515530SCTXXSCHWAB CHARLES FAMILY FD$2.5M1.25%2,522,772CommonNONE
922020805VTIPVANGUARD MALVERN FDS$2.2M1.10%45,205CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.1M1.05%3,705CommonNONE
682680103OKEONEOK INC NEW$2.0M1.00%22,327CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$1.9M0.95%28,963CommonNONE
931142103WMTWALMART INC$1.9M0.93%23,428CommonNONE
464287200IVVISHARES TR$1.9M0.93%3,275CommonNONE
46432F842IEFAISHARES TR$1.7M0.85%22,134CommonNONE
78464A359CWBSPDR SER TR$1.7M0.85%22,406CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.7M0.84%19,490CommonNONE
037833100AAPLAPPLE INC$1.7M0.82%7,115CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1.6M0.81%5,849CommonNONE
464287655IWMISHARES TR$1.6M0.78%7,168CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.5M0.74%2,625CommonNONE
67066G104NVDANVIDIA CORPORATION$1.5M0.73%12,169CommonNONE
01877R108ARLPALLIANCE RESOURCE PARTNERS L$1.5M0.72%58,475CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$1.4M0.71%20,123CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.4M0.68%20,624CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$1.3M0.65%38,695CommonNONE
464287507IJHISHARES TR$1.3M0.65%21,112CommonNONE
46090E103QQQINVESCO QQQ TR$1.3M0.62%2,584CommonNONE
464287242LQDISHARES TR$1.2M0.59%10,581CommonNONE
30231G102XOMEXXON MOBIL CORP$1.2M0.57%9,825CommonNONE
922908751VBVANGUARD INDEX FDS$982,1630.48%4,140CommonNONE
464287648IWOISHARES TR$968,3550.48%3,410CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$941,0510.46%4,168CommonNONE
921937827BSVVANGUARD BD INDEX FDS$921,0520.45%11,705CommonNONE
922908611VBRVANGUARD INDEX FDS$877,2930.43%4,369CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$870,8000.43%18,445CommonNONE
464287465EFAISHARES TR$836,4240.41%10,001CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$831,3960.41%30,014CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$782,5360.39%25,407CommonNONE
46434G772EWTISHARES INC$780,4550.39%14,488CommonNONE
882508104TXNTEXAS INSTRS INC$778,0850.38%3,767CommonNONE
46436E403GARPISHARES TR$777,8240.38%14,566CommonNONE
464287630IWNISHARES TR$756,5920.37%4,535CommonNONE
25434V849DFNMDIMENSIONAL ETF TRUST$744,2640.37%15,333CommonNONE
693718108PCARPACCAR INC$740,1020.37%7,500CommonNONE
46429B655FLOTISHARES TR$718,9690.35%14,086CommonNONE
46429B747STIPISHARES TR$684,1660.34%6,753CommonNONE
46434V100SLQDISHARES TR$681,0350.34%13,505CommonNONE
29273V100ETENERGY TRANSFER L P$653,9520.32%40,745CommonNONE
706327103PBAPEMBINA PIPELINE CORP$639,2200.32%15,500CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$629,1520.31%22,350CommonNONE
464287309IVWISHARES TR$621,9040.31%6,495CommonNONE
464287408IVEISHARES TR$620,0440.31%3,145CommonNONE
594918104MSFTMICROSOFT CORP$592,5230.29%1,377CommonNONE
78464A763SDYSPDR SER TR$589,1820.29%4,148CommonNONE
436893200HOMBHOME BANCSHARES INC$531,2280.26%19,610CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$518,1030.26%17,829CommonNONE
46434V407SHYGISHARES TR$500,0640.25%11,517CommonNONE
670928100NUVNUVEEN MUN VALUE FD INC$491,2560.24%54,463CommonNONE
464288646IGSBISHARES TR$485,6830.24%9,223CommonNONE
46432F339QUALISHARES TR$474,0690.23%2,644CommonNONE
922908629VOVANGUARD INDEX FDS$450,9040.22%1,709CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$421,8060.21%6,408CommonNONE
92204A306VDEVANGUARD WORLD FD$419,1100.21%3,422CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$417,6400.21%26,500CommonNONE
922907746VTEBVANGUARD MUN BD FDS$414,4300.20%8,107CommonNONE
87807B107TRPTC ENERGY CORP$399,4200.20%8,400CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$383,2690.19%2,990CommonNONE
37954Y889CATHGLOBAL X FDS$381,5760.19%5,499CommonNONE
316092857FRELFIDELITY COVINGTON TRUST$374,3670.18%12,699CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$372,9540.18%2,273CommonNONE
370334104GISGENERAL MLS INC$368,4980.18%4,990CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$363,7650.18%1,837CommonNONE
464287457SHYISHARES TR$328,8160.16%3,954CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$327,5920.16%5,051CommonNONE
464288562REZISHARES TR$318,2420.16%3,583CommonNONE
713448108PEPPEPSICO INC$318,1900.16%1,871CommonNONE
532457108LLYELI LILLY & CO$312,7370.15%353CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$307,4490.15%12,569CommonNONE
149123101CATCATERPILLAR INC$304,6820.15%779CommonNONE
302635206FSKFS KKR CAP CORP$295,9500.15%15,000CommonNONE
922908637VVVANGUARD INDEX FDS$291,4620.14%1,107CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$276,6160.14%601CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$272,2880.13%5,156CommonNONE
191216100KOCOCA COLA CO$254,9090.13%3,547CommonNONE
72201B101PTYPIMCO CORPORATE & INCOME OPP$215,8500.11%15,000CommonNONE
464287622IWBISHARES TR$212,5280.10%676CommonNONE
023135106AMZNAMAZON COM INC$212,0440.10%1,138CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$203,3700.10%2,428CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$202,7000.10%10,000CommonNONE
46431W853COMTISHARES U S ETF TR$200,9340.10%7,755CommonNONE
464287176TIPISHARES TR$200,5030.10%1,815CommonNONE
09259E108TCPCBLACKROCK TCP CAPITAL CORP$165,8000.08%20,000CommonNONE
038923108ABRARBOR REALTY TRUST INC$155,6000.08%10,000CommonNONE
90274E174PFFLUBS AG LONDON BRANCH$105,9650.05%10,000CommonNONE
185064102CLIRUSDCLEARSIGN TECHNOLOGIES CORP$40,0710.02%47,148CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.