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| Name: |
Discipline Wealth Solutions LLC |
| City: |
GREENVILLE |
| State: |
SC |
| Zip: |
29607 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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Increased Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BIV |
Vanguard Intermediate-Term ... |
1 |
- |
$74.40 |
$28,216,000 |
378,032 |
26.14% |
7,087,000 |
99,511 |
0.235 |
Closed - End Fund - Debt |
|
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DFAC |
Dimensional U S Core Equity... |
2 |
- |
$31.88 |
$19,378,000 |
608,980 |
17.95% |
3,384,000 |
72,100 |
0.068 |
N/A |
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BNDX |
Vanguard Total Internationa... |
3 |
- |
$48.46 |
$15,009,000 |
307,060 |
13.9% |
1,508,000 |
30,741 |
0.034 |
N/A |
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VEA |
Vanguard Europe Pacific ETF |
5 |
- |
$49.56 |
$9,131,000 |
182,731 |
8.46% |
1,277,000 |
17,518 |
0.008 |
Closed - End Fund - F... |
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VOO |
Vanguard S&P 500 Etf |
6 |
- |
$484.62 |
$5,966,000 |
12,428 |
5.53% |
491,000 |
376 |
0.001 |
Closed - End Fund - E... |
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DFEM |
Dfa Dimensional Emerging Ma... |
7 |
- |
$0.00 |
$4,974,000 |
194,462 |
4.61% |
806,000 |
22,100 |
0.188 |
N/A |
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DFIS |
Dfa Dimensional Internation... |
8 |
- |
$0.00 |
$4,625,000 |
185,167 |
4.28% |
764,000 |
22,123 |
0.206 |
N/A |
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DFAS |
Dimensional U S Small Cap Etf |
9 |
- |
$61.42 |
$2,673,000 |
43,311 |
2.48% |
402,000 |
4,241 |
0.048 |
N/A |
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DFSV |
Dfa Dimensional Us Small Ca... |
10 |
- |
$0.00 |
$2,668,000 |
89,502 |
2.47% |
409,000 |
9,193 |
0.099 |
N/A |
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AVDV |
Avantis International Small... |
11 |
- |
$0.00 |
$1,404,000 |
21,432 |
1.3% |
245,000 |
2,484 |
0.014 |
N/A |
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