Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DISCIPLINED INVESTMENTS LLC | 04-15-2024 | 03-31-2024 | 117 | 183,311,994 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PHILLIPS 66 | COM | 1 | $8,441,477 | 51,680 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 2 | $7,626,798 | 207,532 | 0.00 | 0.00 | 14,317 | 7.41 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 3 | $6,907,022 | 89,342 | 0.00 | 0.00 | 3,061 | 3.55 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 4 | $6,172,847 | 17,934 | 0.00 | 0.00 | -510 | -2.77 | 03-31-2024 |
