Discipline Wealth Solutions, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Greenville, SC
CIK
0002010507
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 68 189,437 BIV, DFAC, BNDX, VEA 13F-HR 11/19/2024 000201050724000006
Q2 2024 28 126,665 BIV, DFAC, BNDX, IGSB 13F-HR 8/7/2024 000201050724000005
Q1 2024 20 107,947 BIV, DFAC, BNDX, IGSB 13F-HR 5/3/2024 000201050724000003
Q4 2023 26 100,114 BIV, DFAC, BNDX, IGSB 13F-HR 2/9/2024 000201050724000002