Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DISCIPLINED EQUITY MANAGEMENT INC | 04-18-2024 | 03-31-2024 | 59 | 150,541,278 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TEXAS INSTRS INC | COM | 101 | $254,347 | 1,460 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 102 | $198,313 | 7,780 | 0.00 | 0.00 | 40 | 0.52 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | Liquidated | $0 | 0 | 0.00 | 1,406 | +Inf | 03-31-2024 | |
| MICROSOFT CORP | COM | 104 | $180,910 | 430 | 0.00 | 0.00 | -566 | -56.83 | 03-31-2024 |
