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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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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 |
|
CSJ |
iShares Barclays 1-3 Year C... |
4 |
- |
$51.11 |
$9,868,000 |
193,534 |
9.14% |
-3,041,000 |
-58,455 |
0.023 |
Closed - End Fund - E... |
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BSV |
Vanguard Short-Term Bond |
12 |
- |
$76.40 |
$1,119,000 |
14,659 |
1.04% |
-395,000 |
-5,031 |
0.003 |
Closed - End Fund - E... |
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BND |
Vanguard Total Bond Market ETF |
13 |
- |
$71.81 |
$543,000 |
7,557 |
0.5% |
-1,313,000 |
-17,871 |
0.001 |
Closed - End Fund - E... |
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VTI |
Vanguard Total Stock Market... |
14 |
- |
$262.30 |
$502,000 |
1,934 |
0.47% |
-401,000 |
-1,750 |
0 |
Closed - End Fund - E... |
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VTV |
Vanguard Value VIPERS |
15 |
- |
$163.65 |
$439,000 |
2,709 |
0.41% |
-293,000 |
-2,097 |
0 |
Closed - End Fund - E... |
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VBR |
Vanguard Small Cap Val VIPER |
16 |
- |
$190.08 |
$427,000 |
2,247 |
0.4% |
-182,000 |
-1,198 |
0.002 |
Closed - End Fund - E... |
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VB |
Vanguard Small Cap VIPERS |
17 |
- |
$225.56 |
$350,000 |
1,546 |
0.32% |
-210,000 |
-1,117 |
0.001 |
Closed - End Fund - E... |
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VEU |
Vanguard FTSE All-World ETF |
18 |
- |
$57.31 |
$242,000 |
4,143 |
0.22% |
-170,000 |
-3,292 |
0.001 |
Closed - End Fund - F... |
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VNQ |
Vanguard REIT Index VIPERs |
20 |
- |
$84.89 |
$205,000 |
2,410 |
0.19% |
-154,000 |
-1,848 |
0 |
Closed - End Fund - E... |
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VTIP |
Vanguard Short Term Inflati... |
19 |
- |
$48.16 |
$205,000 |
4,285 |
0.19% |
-347,000 |
-7,343 |
0.001 |
N/A |
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