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Discipline Wealth Solutions

Latest statistics and disclosures from Discipline Wealth Solutions's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002010507

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Positions held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Discipline Wealth Solutions

Discipline Wealth Solutions holds 26 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Bd Index Fds Intermed Term (BIV)	21.1	$21M	279k	75.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	16.0	$16M	537k	29.79	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	13.5	$14M	276k	48.86	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	12.9	$13M	252k	51.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.8	$7.9M	165k	47.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.5	$5.5M	12k	454.26	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.2	$4.2M	172k	24.18	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	3.9	$3.9M	163k	23.68	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.3	$2.3M	39k	58.13	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	2.3	$2.3M	80k	28.13	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.9	$1.9M	25k	73.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.5	$1.5M	20k	76.88	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.2	$1.2M	19k	61.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$903k	3.7k	245.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$732k	4.8k	152.23	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$609k	3.4k	176.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$560k	2.7k	210.21	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$558k	7.2k	77.30	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$552k	12k	47.47	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$412k	7.4k	55.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$359k	4.3k	84.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$343k	6.0k	57.10	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$313k	2.8k	111.28	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.3	$311k	4.3k	72.01	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$308k	4.8k	63.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$206k	5.2k	39.63	View chart

Past Filings by Discipline Wealth Solutions

SEC 13F filings are viewable for Discipline Wealth Solutions going back to 2023

Discipline Wealth Solutions 2023 Q4 filed Feb. 9, 2024

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