Universe · entity
Disciplined Investments, LLC
Institutional manager (13F) · CIK 1812492
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $236M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $17M | 322,412 |
| 2 | DIMENSIONAL ETF TRUST | $14M | 397,623 |
| 3 | DIMENSIONAL ETF TRUST | $12M | 252,013 |
| 4 | DIMENSIONAL ETF TRUST | $11M | 170,123 |
| 5 | VANGUARD SCOTTSDALE FDS | $10M | 173,730 |
| 6 | VANGUARD SCOTTSDALE FDS | $10M | 127,680 |
| 7 | DIMENSIONAL ETF TRUST | $10M | 292,372 |
| 8 | SPDR SERIES TRUST | $9M | 353,834 |
| 9 | DIMENSIONAL ETF TRUST | $9M | 262,018 |
| 10 | HUNT J B TRANS SVCS INC | $8M | 37,370 |
| 11 | PHILLIPS 66 | $8M | 42,781 |
| 12 | DIMENSIONAL ETF TRUST | $7M | 191,629 |
| 13 | VANGUARD INDEX FDS | $7M | 15,715 |
| 14 | ISHARES TR | $6M | 29,637 |
| 15 | ISHARES TR | $5M | 11,319 |
| 16 | DIMENSIONAL ETF TRUST | $5M | 144,509 |
| 17 | ISHARES TR | $5M | 62,462 |
| 18 | ISHARES TR | $4M | 84,682 |
| 19 | CONOCOPHILLIPS | $4M | 31,686 |
| 20 | VANGUARD INDEX FDS | $4M | 20,730 |
| 21 | DIMENSIONAL ETF TRUST | $4M | 167,639 |
| 22 | VANGUARD INDEX FDS | $4M | 44,391 |
| 23 | WALMART INC | $4M | 31,614 |
| 24 | ISHARES INC | $3M | 49,048 |
| 25 | DIMENSIONAL ETF TRUST | $3M | 65,552 |
| 26 | ISHARES TR | $3M | 28,447 |
| 27 | VANGUARD INTL EQUITY INDEX F | $3M | 57,752 |
| 28 | ISHARES TR | $3M | 38,493 |
| 29 | VANGUARD INDEX FDS | $3M | 9,316 |
| 30 | VANGUARD INTL EQUITY INDEX F | $3M | 62,413 |
| 31 | APPLE INC | $3M | 9,988 |
| 32 | ONEOK INC NEW | $3M | 27,928 |
| 33 | NVIDIA CORPORATION | $2M | 14,084 |
| 34 | ISHARES TR | $2M | 3,491 |
| 35 | ISHARES TR | $2M | 72,892 |
| 36 | SPDR SERIES TRUST | $2M | 23,991 |
| 37 | EXXON MOBIL CORP | $2M | 12,547 |
| 38 | STATE STR SPDR S&P 500 ETF T | $2M | 3,233 |
| 39 | ISHARES TR | $2M | 22,867 |
| 40 | VANGUARD SCOTTSDALE FDS | $2M | 23,981 |
| 41 | ALLIANCE RESOURCE PARTNERS L | $2M | 67,716 |
| 42 | VANGUARD WHITEHALL FDS | $2M | 27,266 |
| 43 | VANGUARD MALVERN FDS | $2M | 35,793 |
| 44 | ISHARES TR | $2M | 6,665 |
| 45 | VANGUARD MUN BD FDS | $2M | 32,023 |
| 46 | VANGUARD INTL EQUITY INDEX F | $2M | 19,281 |
| 47 | STATE STR SPDR S&P MIDCAP 40 | $2M | 2,464 |
| 48 | INVESCO QQQ TR | $2M | 2,616 |
| 49 | ISHARES TR | $1M | 12,565 |
| 50 | ISHARES TR | $1M | 20,020 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.