MondegarAI
Disciplined Investments, LLC

Q4 2024 · 13F-HR

Disciplined Investments, LLCholdings as filed

Filed 2025-02-06 · accession 0001951757-25-000188

$202.7M
Reported value
124
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V807DFIVDIMENSIONAL ETF TRUST$8.9M4.37%249,830CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$7.8M3.83%99,467CommonNONE
922908736VUGVANGUARD INDEX FDS$7.2M3.55%17,548CommonNONE
78468R408SJNKSPDR SER TR$7.1M3.50%281,015CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$6.8M3.34%121,760CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$6.5M3.21%38,142CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$5.9M2.91%101,565CommonNONE
718546104PSXPHILLIPS 66$5.9M2.89%51,474CommonNONE
464287598IWDISHARES TR$5.4M2.66%29,153CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$5.2M2.54%171,785CommonNONE
46434V860TFLOISHARES TR$5.1M2.53%101,530CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$4.9M2.43%105,203CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$4.9M2.42%193,564CommonNONE
464287614IWFISHARES TR$4.8M2.35%11,877CommonNONE
922908553VNQVANGUARD INDEX FDS$4.3M2.11%47,959CommonNONE
20825C104COPCONOCOPHILLIPS$3.8M1.90%38,781CommonNONE
922908744VTVVANGUARD INDEX FDS$3.8M1.86%22,256CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$3.8M1.85%153,089CommonNONE
464288877EFVISHARES TR$3.2M1.60%61,789CommonNONE
922908595VBKVANGUARD INDEX FDS$3.0M1.49%10,798CommonNONE
464288885EFGISHARES TR$3.0M1.47%30,745CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$2.8M1.40%69,576CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.8M1.40%64,368CommonNONE
464288273SCZISHARES TR$2.7M1.33%44,444CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$2.7M1.32%67,588CommonNONE
46434G103IEMGISHARES INC$2.7M1.31%51,020CommonNONE
464288687PFFISHARES TR$2.5M1.23%79,537CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$2.3M1.14%99,706CommonNONE
922020805VTIPVANGUARD MALVERN FDS$2.2M1.09%45,607CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.2M1.08%3,723CommonNONE
682680103OKEONEOK INC NEW$2.2M1.07%21,666CommonNONE
464287200IVVISHARES TR$2.2M1.06%3,654CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$1.8M0.91%29,283CommonNONE
931142103WMTWALMART INC$1.8M0.89%19,950CommonNONE
037833100AAPLAPPLE INC$1.8M0.89%7,166CommonNONE
46432F842IEFAISHARES TR$1.8M0.87%25,057CommonNONE
78464A359CWBSPDR SER TR$1.7M0.85%22,176CommonNONE
464287655IWMISHARES TR$1.7M0.84%7,674CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.7M0.83%19,759CommonNONE
67066G104NVDANVIDIA CORPORATION$1.7M0.82%12,442CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1.7M0.82%5,852CommonNONE
01877R108ARLPALLIANCE RESOURCE PARTNERS L$1.6M0.78%59,984CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$1.5M0.76%45,842CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.5M0.74%2,648CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.4M0.69%61,871CommonNONE
464287507IJHISHARES TR$1.3M0.65%21,293CommonNONE
46090E103QQQINVESCO QQQ TR$1.3M0.65%2,590CommonNONE
464287242LQDISHARES TR$1.3M0.62%11,743CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$1.3M0.62%19,723CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.2M0.57%14,972CommonNONE
30231G102XOMEXXON MOBIL CORP$1.1M0.52%9,858CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$1.0M0.49%39,684CommonNONE
922908751VBVANGUARD INDEX FDS$995,7200.49%4,144CommonNONE
464287226AGGISHARES TR$987,4410.49%10,190CommonNONE
464287648IWOISHARES TR$972,5970.48%3,379CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$921,7330.45%20,329CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$896,2180.44%3,854CommonNONE
922908611VBRVANGUARD INDEX FDS$878,6420.43%4,434CommonNONE
29273V100ETENERGY TRANSFER L P$829,8270.41%42,360CommonNONE
46436E403GARPISHARES TR$819,3380.40%14,566CommonNONE
693718108PCARPACCAR INC$782,7380.39%7,525CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$782,0270.39%25,407CommonNONE
464287630IWNISHARES TR$770,9330.38%4,696CommonNONE
464287465EFAISHARES TR$767,9980.38%10,157CommonNONE
594918104MSFTMICROSOFT CORP$751,9560.37%1,784CommonNONE
46434G772EWTISHARES INC$734,3150.36%14,187CommonNONE
25434V849DFNMDIMENSIONAL ETF TRUST$732,4570.36%15,333CommonNONE
882508104TXNTEXAS INSTRS INC$706,6660.35%3,769CommonNONE
46429B655FLOTISHARES TR$688,0190.34%13,522CommonNONE
464287309IVWISHARES TR$655,5870.32%6,457CommonNONE
922908629VOVANGUARD INDEX FDS$649,3770.32%2,459CommonNONE
46429B747STIPISHARES TR$636,5880.31%6,328CommonNONE
78464A763SDYSPDR SER TR$614,7930.30%4,654CommonNONE
464287408IVEISHARES TR$608,6620.30%3,189CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$585,3460.29%22,350CommonNONE
46434V100SLQDISHARES TR$576,3660.28%11,588CommonNONE
706327103PBAPEMBINA PIPELINE CORP$572,7250.28%15,500CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$554,5070.27%6,908CommonNONE
464287150ITOTISHARES TR$531,9720.26%4,136CommonNONE
46434V407SHYGISHARES TR$531,5340.26%12,474CommonNONE
436893200HOMBHOME BANCSHARES INC$504,8080.25%17,838CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$495,9500.24%32,500CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$473,9150.23%17,836CommonNONE
670928100NUVNUVEEN MUN VALUE FD INC$473,1500.23%55,082CommonNONE
46432F339QUALISHARES TR$470,8440.23%2,644CommonNONE
922907746VTEBVANGUARD MUN BD FDS$456,7340.23%9,111CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$433,8050.21%6,497CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$433,6260.21%2,214CommonNONE
302635206FSKFS KKR CAP CORP$423,5400.21%19,500CommonNONE
92204A306VDEVANGUARD WORLD FD$419,5360.21%3,458CommonNONE
87807B107TRPTC ENERGY CORP$390,8520.19%8,400CommonNONE
37954Y889CATHGLOBAL X FDS$389,5490.19%5,499CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$381,9250.19%2,993CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$359,2720.18%7,513CommonNONE
464288646IGSBISHARES TR$335,3780.17%6,487CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$323,9520.16%4,978CommonNONE
370334104GISGENERAL MLS INC$312,2070.15%4,896CommonNONE
46435U853USHYISHARES TR$310,1610.15%8,431CommonNONE
46434V613IUSBISHARES TR$308,7610.15%6,831CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$306,6850.15%12,678CommonNONE
922908637VVVANGUARD INDEX FDS$297,7490.15%1,104CommonNONE
023135106AMZNAMAZON COM INC$290,4720.14%1,324CommonNONE
464288562REZISHARES TR$290,2950.14%3,583CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$289,2340.14%4,987CommonNONE
149123101CATCATERPILLAR INC$284,7670.14%785CommonNONE
921937835BNDVANGUARD BD INDEX FDS$283,2350.14%3,939CommonNONE
713448108PEPPEPSICO INC$281,4870.14%1,851CommonNONE
316092857FRELFIDELITY COVINGTON TRUST$280,9810.14%10,399CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$278,7670.14%615CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$275,1000.14%15,000CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$274,5560.14%2,273CommonNONE
922908769VTIVANGUARD INDEX FDS$260,0930.13%897CommonNONE
464288281EMBISHARES TR$259,0890.13%2,910CommonNONE
532457108LLYELI LILLY & CO$258,7570.13%335CommonNONE
464287457SHYISHARES TR$237,7120.12%2,900CommonNONE
464287622IWBISHARES TR$237,1100.12%736CommonNONE
191216100KOCOCA COLA CO$221,8510.11%3,563CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$216,6980.11%904CommonNONE
72201B101PTYPIMCO CORPORATE & INCOME OPP$215,5500.11%15,000CommonNONE
369604301GEGE AEROSPACE$200,9820.10%1,205CommonNONE
09259E108TCPCBLACKROCK TCP CAPITAL CORP$174,2000.09%20,000CommonNONE
038923108ABRARBOR REALTY TRUST INC$138,5000.07%10,000CommonNONE
90274E174PFFLUBS AG LONDON BRANCH$91,4110.05%10,000CommonNONE
185064102CLIRUSDCLEARSIGN TECHNOLOGIES CORP$67,8930.03%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.