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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 201 | $339,036 | 5,276 | 0.00 | 5,276 | +Inf | 03-31-2024 | |
| SPDR SER TR | NUVEEN BLMBRG SH | 202 | $338,733 | 7,140 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TC ENERGY CORP | COM | 203 | $337,680 | 8,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 204 | $334,597 | 1,670 | 0.00 | 0.00 | -2,719 | -61.95 | 03-31-2024 |
