Disciplined Investments, LLC
CIK: 0001812492SEC EDGAR →
Portfolio Value
$260.1M
Holdings
130
As of
Q4 2025
New Positions
130
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 314,276 | $15.7M | 6.03% |
| 2 | DIMENSIONAL ETF TRUST | 350,864 | $12.0M | 4.61% |
| 3 | DIMENSIONAL ETF TRUST | 214,919 | $10.3M | 3.96% |
| 4 | VANGUARD SCOTTSDALE FDS | 123,096 | $9.8M | 3.77% |
| 5 | DIMENSIONAL ETF TRUST | 164,150 | $9.8M | 3.76% |
| 6 | VANGUARD SCOTTSDALE FDS | 160,149 | $9.4M | 3.62% |
| 7 | DIMENSIONAL ETF TRUST | 281,042 | $9.2M | 3.52% |
| 8 | SPDR SERIES TRUST | 355,969 | $9.0M | 3.46% |
| 9 | DIMENSIONAL ETF TRUST | 247,726 | $8.2M | 3.14% |
| 10 | VANGUARD INDEX FDS | 15,791 | $7.7M | 2.96% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (130)
$15.7M · 314K shares
$12.0M · 351K shares
$10.3M · 215K shares
$9.8M · 123K shares
$9.8M · 164K shares
$9.4M · 160K shares
$9.2M · 281K shares
$9.0M · 356K shares
$8.2M · 248K shares
$7.7M · 16K shares
$7.2M · 37K shares
$6.3M · 165K shares
$6.2M · 30K shares
$5.9M · 45K shares
$5.4M · 11K shares
$4.5M · 62K shares
$4.3M · 86K shares
$4.3M · 135K shares
$4.0M · 21K shares
$3.9M · 44K shares
$3.5M · 152K shares
$3.5M · 31K shares
$3.3M · 35K shares
$3.3M · 49K shares
$3.2M · 28K shares
$3.1M · 58K shares
$3.1M · 66K shares
$3.0M · 39K shares
$2.9M · 62K shares
$2.8M · 9K shares
$2.7M · 10K shares
$2.6M · 14K shares
$2.5M · 4K shares
$2.4M · 4K shares
$2.3M · 74K shares
$2.1M · 24K shares
$2.0M · 23K shares
$1.9M · 23K shares
$1.8M · 27K shares
$1.8M · 36K shares
$1.6M · 7K shares
$1.6M · 19K shares
$1.6M · 3K shares
$1.6M · 22K shares
$1.5M · 66K shares
$1.5M · 2K shares
$1.4M · 13K shares
$1.4M · 5K shares
$1.3M · 27K shares
$1.3M · 20K shares
$1.2M · 10K shares
$1.1M · 2K shares
$1.1M · 17K shares
$1.1M · 7K shares
$1.0M · 4K shares
$1.0M · 17K shares
$971K · 3K shares
$961K · 5K shares
$862K · 4K shares
$861K · 14K shares
$830K · 9K shares
$776K · 3K shares
$721K · 44K shares
$710K · 22K shares
$692K · 9K shares
$687K · 6K shares
$685K · 14K shares
$662K · 20K shares
$653K · 4K shares
$647K · 5K shares
$641K · 3K shares
$626K · 3K shares
$626K · 6K shares
$622K · 24K shares
$615K · 13K shares
$595K · 18K shares
$570K · 63K shares
$568K · 8K shares
$542K · 13K shares
$508K · 13K shares
$497K · 3K shares
$495K · 11K shares
$476K · 2K shares
$476K · 17K shares
$473K · 9K shares
$452K · 5K shares
$450K · 787 shares
$443K · 2K shares
$440K · 4K shares
$439K · 9K shares
$425K · 2K shares
$406K · 17K shares
$402K · 1K shares
$389K · 2K shares
$375K · 349 shares
$375K · 14K shares
$358K · 20K shares
$357K · 2K shares
$357K · 1K shares
$350K · 27K shares
$340K · 5K shares
$336K · 7K shares
$330K · 5K shares
$325K · 9K shares
$324K · 1K shares
$296K · 4K shares
$292K · 582 shares
$268K · 5K shares
$252K · 5K shares
$249K · 4K shares
$240K · 645 shares
$232K · 1K shares
$232K · 743 shares
$230K · 2K shares
$228K · 4K shares
$217K · 3K shares
$212K · 1K shares
$211K · 1K shares
$209K · 334 shares
$207K · 315 shares
$204K · 461 shares
$204K · 7K shares
$202K · 5K shares
$202K · 450 shares
$193K · 15K shares
$145K · 10K shares
$120K · 12K shares
$103K · 13K shares
$101K · 17K shares
$31K · 56K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 90 | $216.6M | 83.3% |
| Energy | 8 | $15.0M | 5.7% |
| Technology | 10 | $8.8M | 3.4% |
| Industrials | 5 | $8.3M | 3.2% |
| Unknown | 5 | $4.8M | 1.9% |
| Consumer Defensive | 3 | $3.9M | 1.5% |
| Consumer Cyclical | 3 | $1.2M | 0.5% |
| Healthcare | 3 | $818K | 0.3% |
| Communication Services | 2 | $439K | 0.2% |
| Real Estate | 1 | $120K | 0.0% |