HoldingsChannel.com
Disciplined Investments LLC Top Holdings
As of  06/30/2022, below is a summary of the Disciplined Investments LLC top holdings by largest position size, as per the latest 13f filing made by Disciplined Investments LLC. In the Disciplined Investments LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Disciplined Investments LLC in that top holding, then the share count change between reporting periods, and finally the Disciplined Investments LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
iShares Russell 1000 Value ETF (IWD) 59,351 +126 $8,604
     IWD59,351+126$8,604
iShares Russell 1000 Growth ETF (IWF) 38,035 +643 $8,318
     IWF38,035+643$8,318
Vanguard Short Term Corporate Bond ETF (VCSH) 108,433 +1,734 $8,269
     VCSH108,433+1,734$8,269
Vanguard Short Term Government Bond ETF (VGSH) 125,125 +10,135 $7,365
     VGSH125,125+10,135$7,365
Vanguard US Real Estate ETF (VNQ) 70,812 +464 $6,452
     VNQ70,812+464$6,452
iShares EAFE Growth ETF (EFG) 67,848 +17,602 $5,461
     EFG67,848+17,602$5,461
Vanguard Short Term TIPS ETF (VTIP) 102,226 +13,571 $5,124
     VTIP102,226+13,571$5,124
SPDR Short Term High Yield Bond ETF (SJNK) 212,157 -3,613 $5,117
     SJNK212,157-3,613$5,117
iShares 0 5 Year TIPS ETF (STIP) 48,275 +3,328 $4,897
     STIP48,275+3,328$4,897
DFA US Targeted Value ETF (DFAT) 120,590 +14,256 $4,850
     DFAT120,590+14,256$4,850
SPDR Convertible Securities ETF (CWB) 69,213 -735 $4,468
     CWB69,213-735$4,468
DFA International Value ETF (DFIV) 154,634 +30,508 $4,467
     DFIV154,634+30,508$4,467
JB Hunt Transport Services 27,221 +52 $4,286
     JBHT27,221+52$4,286
Vanguard US Large Cap Growth ETF (VUG) 18,543 +3,783 $4,133
     VUG18,543+3,783$4,133
iShares EAFE Small Cap ETF (SCZ) 73,301 -7,130 $4,002
     SCZ73,301-7,130$4,002
Vanguard US Large Cap Value ETF (VTV) 29,712 +521 $3,918
     VTV29,712+521$3,918
Phillips 66 45,922 -19,118 $3,765
     PSX45,922-19,118$3,765
iShares Preferred Securities ETF (PFF) 112,972 -1,037 $3,715
     PFF112,972-1,037$3,715
Microsoft Corp 13,883 +874 $3,566
     MSFT13,883+874$3,566
Vanguard International Real Estate ETF (VNQI) 77,602 -1,637 $3,435
     VNQI77,602-1,637$3,435
Vanguard Emerging Markets ETF (VWO) 79,320 +1,236 $3,304
     VWO79,320+1,236$3,304
CONOCOPHILLIPS COM 36,736 -7,413 $3,299
     COP36,736-7,413$3,299
iShares Core S&P 500 ETF (IVV) 8,106 -35 $3,074
     IVV8,106-35$3,074
Vanguard Emerging Market Government Bond ETF (VWOB) 48,447 -5,694 $2,970
     VWOB48,447-5,694$2,970
iShares Russell Mid Cap Value ETF (IWS) 29,012 +1,165 $2,947
     IWS29,012+1,165$2,947
Vanguard Small Cap Growth ETF (VBK) 13,392 -100 $2,639
     VBK13,392-100$2,639
SPDR S&P 400 Mid Cap ETF (MDY) 6,224 -239 $2,574
     MDY6,224-239$2,574
DFA US Marketwide Value ETF (DFUV) 74,899 +74,899 $2,367
     DFUV74,899+74,899$2,367
DFA Emerging Markets Core Equity ETF (DFAE) 102,003 +29,551 $2,362
     DFAE102,003+29,551$2,362
Vanguard Mortgage Backed Securities ETF (VMBS) 47,032 -2,493 $2,249
     VMBS47,032-2,493$2,249
iShares Russell Mid Cap Growth ETF (IWP) 28,100 +11 $2,226
     IWP28,100+11$2,226
SPDR S&P 500 ETF (SPY) 5,442 -16 $2,053
     SPY5,442-16$2,053
iShares EAFE Value ETF (EFV) 46,928 +1,956 $2,037
     EFV46,928+1,956$2,037
iShares S&P 600 Value ETF (IJS) 22,805 +15 $2,030
     IJS22,805+15$2,030
iShares Commodity Select Strategy ETF (COMT) 49,515 +1,783 $2,027
     COMT49,515+1,783$2,027
iShares 1 3 Year Treasury Bond ETF (SHY) 23,270 +1,853 $1,927
     SHY23,270+1,853$1,927
Vanguard Short Term Bond ETF (BSV) 24,158 +4,159 $1,855
     BSV24,158+4,159$1,855
Invesco QQQ Trust 6,317 +10 $1,771
     QQQ6,317+10$1,771
Exxon Mobil Corp 20,566 +6,435 $1,761
     XOM20,566+6,435$1,761
Apple Inc 12,589 +973 $1,721
     AAPL12,589+973$1,721
iShares EAFE ETF (EFA) 27,493 -2,838 $1,718
     EFA27,493-2,838$1,718
iShares Russell 2000 ETF (IWM) 9,137 -307 $1,547
     IWM9,137-307$1,547
iShares Core Emerging Markets ETF (IEMG) 31,246 -88 $1,533
     IEMG31,246-88$1,533
iShares Russell 2000 Value ETF (IWN) 10,601 -44 $1,443
     IWN10,601-44$1,443
Amazon Inc 12,570 +12,520 $1,335
     AMZN12,570+12,520$1,335
Vanguard Tax Exempt Bond ETF (VTEB) 26,058 +531 $1,301
     VTEB26,058+531$1,301
Vanguard US Small Cap Value ETF (VBR) 8,578 +1,298 $1,285
     VBR8,578+1,298$1,285
Vanguard Europe ETF (VGK) 24,130 -646 $1,275
     VGK24,130-646$1,275
Vanguard Total US Equity Market ETF (VTI) 6,536 +171 $1,233
     VTI6,536+171$1,233
Schwab US Broad Market ETF (SCHB) 26,774 +104 $1,183
     SCHB26,774+104$1,183

See Full List: All Stocks Held By Disciplined Investments LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Disciplined Investments LLC

Size ($ in 1000's)
At 06/30/2022: $221,289
At 03/31/2022: $241,902

Disciplined Investments LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Disciplined Investments LLC 13F filings. Link to 13F filings: SEC filings

Disciplined Investments LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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