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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 51 | $2,615,669 | 62,621 | 0.00 | 0.00 | 5,334 | 9.31 | 03-31-2024 |
| ISHARES INC | CORE MSCI EMKT | 52 | $2,603,604 | 50,457 | 0.00 | 0.00 | 89 | 0.18 | 03-31-2024 |
| INNOVATOR ETFS TR | US EQTY PWR BF | Liquidated | $0 | 0 | 0.00 | 0.00 | -337 | -0.45 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 54 | $2,069,788 | 92,525 | 0.00 | 0.00 | 4,608 | 5.24 | 03-31-2024 |
