Disciplined Investments, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Tulsa, OK
CIK
0001812492
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 108 170,699 PSX, VCSH, DFIV, VUG 13F-HR 1/12/2024 000195175724000050
Q3 2023 106 164,388 VCSH, PSX, VGSH, DFIV 13F-HR 11/14/2023 000195175723000703
Q2 2023 1,695 187,122 VCSH, VGSH, VUG, DFIV 13F-HR 7/10/2023 000181249223000004
Q1 2023 1,683 237,432 IWF, IWD, VCSH, VGSH 13F-HR 5/10/2023 000181249223000003
Q4 2022 1,639 204,456 IWF, IWD, VCSH, VGSH 13F-HR 2/1/2023 000181249223000001
Q3 2022 1,661 217,663 VCSH, IWF, IWD, VGSH 13F-HR 11/3/2022 000181249222000004
Q2 2022 1,662 221,289 IWD, IWF, VCSH, VGSH 13F-HR 8/9/2022 000181249222000003
Q1 2022 1,689 241,902 IWF, IWD, VCSH, VNQ RESTATEMENT 4/21/2022 000181249222000002
Q1 2022 1,689 241,902 IWF, IWD, VCSH, VNQ 13F-HR 4/21/2022 000168063822000004
Q4 2021 499 226,772 IWD, IWF, VCSH, VNQ 13F-HR 1/20/2022 000181249222000001
Q3 2021 447 206,075 IWD, IWF, VCSH, VNQ 13F-HR 11/9/2021 000181249221000005
Q2 2021 432 194,692 IWD, IWF, VNQ, VCSH 13F-HR 8/2/2021 000181249221000004
Q1 2021 408 169,967 IWD, IWF, VNQ, VCSH 13F-HR 5/11/2021 000181249221000002
Q4 2020 330 149,693 IWD, IWF, VNQ, CWB 13F-HR 2/12/2021 000181249221000001
Q3 2020 420 135,606 IWD, IWF, VNQ, STIP 13F-HR 11/5/2020 000181249220000005
Q2 2020 424 128,530 IWD, IWF, VNQ, STIP 13F-HR 8/13/2020 000181249220000004
Q1 2020 448 105,117 IWD, IWF, VNQ, STIP 13F-HR 5/19/2020 000181249220000001
Q4 2019 442 118,553 IWD, IWF, VNQ, SCZ 13F-HR 5/19/2020 000181249220000002