Discipline Wealth Solutions
Latest statistics and disclosures from Discipline Wealth Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIV, DFAC, BNDX, IGSB, VEA, and represent 75.59% of Discipline Wealth Solutions's stock portfolio.
- Added to shares of these 10 stocks: BIV (+$7.4M), DFAC, BNDX, VEA, DFEM, DFIS, DFSV, DFAS, VOO, AVDV.
- Reduced shares in these 10 stocks: IGSB, BND, , VTI, BSV, VTIP, VXUS, VTV, VSS, VPL.
- Sold out of its positions in VXUS, VSS, VWO, VPL, VGK, VCSH.
- Discipline Wealth Solutions was a net buyer of stock by $5.4M.
- Discipline Wealth Solutions has $108M in assets under management (AUM), dropping by 7.82%.
- Central Index Key (CIK): 0002010507
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Discipline Wealth Solutions holds 20 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Discipline Wealth Solutions
SEC 13F filings are viewable for Discipline Wealth Solutions going back to 2023
- Discipline Wealth Solutions 2024 Q1 filed May 3, 2024
- Discipline Wealth Solutions 2023 Q4 filed Feb. 9, 2024