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| Name: |
Disciplined Investments LLC |
| City: |
TULSA |
| State: |
OK |
| Zip: |
74114 |
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data |
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Filing Period: |
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| Holdings
Found :
15 |
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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 |
|
NVDA |
NVIDIA Corporation |
35 |
New |
$913.56 |
$1,518,000 |
1,680 |
0.83% |
1,518,000 |
1,680 |
0 |
Semiconductor - Speci... |
|
|
PTY |
Pimco Corporate Opportunity... |
64 |
New |
$14.08 |
$744,000 |
50,000 |
0.41% |
744,000 |
50,000 |
0 |
Closed - End Fund - Debt |
|
|
TLT |
iShares Tr Lehman 20+yr Tres |
65 |
New |
$90.86 |
$727,000 |
7,680 |
0.4% |
727,000 |
7,680 |
0.016 |
Closed - End Fund - E... |
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FXI |
iShares FTSE/Xinhua China 25 |
67 |
New |
$28.01 |
$628,000 |
26,106 |
0.34% |
628,000 |
26,106 |
0.002 |
Closed - End Fund - E... |
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PBA |
Pembina Pipeline Corp |
73 |
New |
$37.08 |
$548,000 |
15,500 |
0.3% |
548,000 |
15,500 |
0.003 |
Oil & Gas Pipelines &... |
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AMD |
Advanced Micro Devices Inc |
84 |
New |
$153.16 |
$409,000 |
2,266 |
0.22% |
409,000 |
2,266 |
0 |
Semiconductor- Broad... |
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LQD |
iShares Trust Goldman Sachs |
86 |
New |
$106.66 |
$369,000 |
3,384 |
0.2% |
369,000 |
3,384 |
0.001 |
Closed - End Fund - E... |
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AVLV |
Avantis Us Large Cap Value Etf |
93 |
New |
$0.00 |
$339,000 |
5,276 |
0.18% |
339,000 |
5,276 |
0 |
N/A |
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VRP |
Invesco Variable Rate Prefe... |
100 |
New |
$23.88 |
$306,000 |
12,863 |
0.17% |
306,000 |
12,863 |
0.022 |
N/A |
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VV |
Vanguard Large Cap VIPERS |
106 |
New |
$239.97 |
$265,000 |
1,107 |
0.14% |
265,000 |
1,107 |
0.001 |
Closed - End Fund - E... |
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BRK.B |
Berkshire Hathaway B |
108 |
New |
$410.24 |
$257,000 |
612 |
0.14% |
257,000 |
612 |
0 |
Property & Casualty I... |
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DIHP |
Dfa Dimensional Internatl H... |
109 |
New |
$0.00 |
$243,000 |
9,007 |
0.13% |
243,000 |
9,007 |
0.01 |
N/A |
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FSK |
Fs Kkr Capital Inc |
110 |
New |
$4.20 |
$238,000 |
12,500 |
0.13% |
238,000 |
12,500 |
0.01 |
N/A |
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HD |
Home Depot Inc |
114 |
New |
$340.50 |
$215,000 |
561 |
0.12% |
215,000 |
561 |
0 |
Home Improvement Stores |
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JEPI |
Jpmorgan Equity Premium Inc... |
116 |
New |
$0.00 |
$203,000 |
3,500 |
0.11% |
203,000 |
3,500 |
0 |
N/A |
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