Universe · entity

Disciplined Investments, LLC

Institutional manager (13F) · CIK 1812492
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $236M
#IssuerValueShares
1DIMENSIONAL ETF TRUST$17M322,412
2DIMENSIONAL ETF TRUST$14M397,623
3DIMENSIONAL ETF TRUST$12M252,013
4DIMENSIONAL ETF TRUST$11M170,123
5VANGUARD SCOTTSDALE FDS$10M173,730
6VANGUARD SCOTTSDALE FDS$10M127,680
7DIMENSIONAL ETF TRUST$10M292,372
8SPDR SERIES TRUST$9M353,834
9DIMENSIONAL ETF TRUST$9M262,018
10HUNT J B TRANS SVCS INC$8M37,370
11PHILLIPS 66$8M42,781
12DIMENSIONAL ETF TRUST$7M191,629
13VANGUARD INDEX FDS$7M15,715
14ISHARES TR$6M29,637
15ISHARES TR$5M11,319
16DIMENSIONAL ETF TRUST$5M144,509
17ISHARES TR$5M62,462
18ISHARES TR$4M84,682
19CONOCOPHILLIPS$4M31,686
20VANGUARD INDEX FDS$4M20,730
21DIMENSIONAL ETF TRUST$4M167,639
22VANGUARD INDEX FDS$4M44,391
23WALMART INC$4M31,614
24ISHARES INC$3M49,048
25DIMENSIONAL ETF TRUST$3M65,552
26ISHARES TR$3M28,447
27VANGUARD INTL EQUITY INDEX F$3M57,752
28ISHARES TR$3M38,493
29VANGUARD INDEX FDS$3M9,316
30VANGUARD INTL EQUITY INDEX F$3M62,413
31APPLE INC$3M9,988
32ONEOK INC NEW$3M27,928
33NVIDIA CORPORATION$2M14,084
34ISHARES TR$2M3,491
35ISHARES TR$2M72,892
36SPDR SERIES TRUST$2M23,991
37EXXON MOBIL CORP$2M12,547
38STATE STR SPDR S&P 500 ETF T$2M3,233
39ISHARES TR$2M22,867
40VANGUARD SCOTTSDALE FDS$2M23,981
41ALLIANCE RESOURCE PARTNERS L$2M67,716
42VANGUARD WHITEHALL FDS$2M27,266
43VANGUARD MALVERN FDS$2M35,793
44ISHARES TR$2M6,665
45VANGUARD MUN BD FDS$2M32,023
46VANGUARD INTL EQUITY INDEX F$2M19,281
47STATE STR SPDR S&P MIDCAP 40$2M2,464
48INVESCO QQQ TR$2M2,616
49ISHARES TR$1M12,565
50ISHARES TR$1M20,020
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.