Disciplined Investments, LLC
CIK:0001812492
Investment Adviser
$497M AUM
124 holdings
Tulsa, OK, USA
Disciplined Investments, LLC, d/b/a HoganTaylor Wealth, is a registered investment advisor that offers services to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and charitable organizations.
Top Buys
D
DFSDDIMENSIONAL ETF TRUST+$2.0M
D
DFLVDIMENSIONAL ETF TRUST+$2.0M
D
DFIVDIMENSIONAL ETF TRUST+$1.8M
D
DUHPDIMENSIONAL ETF TRUST+$1.7M
D
DFISDIMENSIONAL ETF TRUST+$1.6M
Top Sells
P
PSXPHILLIPS 66-$950.5K
P
PCARPACCAR INC-$735.3K
C
COPCONOCOPHILLIPS-$733.7K
A
AGGISHARES TR-$483.8K
O
OKEONEOK INC NEW-$398.6K
Top Holdings
D
DFIVDIMENSIONAL ETF TRUST+5.5%$13.0M
V
VCSHVANGUARD SCOTTSDALE FDS+4.1%$9.7M
D
DFLVDIMENSIONAL ETF TRUST+4.1%$9.7M
V
VGSHVANGUARD SCOTTSDALE FDS+3.9%$9.2M
S
SJNKSPDR SERIES TRUST+3.7%$8.7M
Equity Positions (124)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFIV | DIMENSIONAL ETF TRUST | 5.48% | $13.0M | 302,493 | $34.49 | $42.83 | +$1.8M |
V VCSH | VANGUARD SCOTTSDALE FDS | 4.12% | $9.7M | 122,603 | $80.08 | $79.50 | +$608.1K |
D DFLV | DIMENSIONAL ETF TRUST | 4.12% | $9.7M | 314,162 | $28.90 | $31.02 | +$2.0M |
V VGSH | VANGUARD SCOTTSDALE FDS | 3.88% | $9.2M | 156,026 | $59.87 | $58.78 | +$1.4M |
S SJNK | SPDR SERIES TRUST | 3.69% | $8.7M | 342,722 | $26.00 | $25.48 | +$490.0K |
Industry Allocation
PETROLEUM REFINING
+4.1%
TRUCKING (NO LOCAL)
+2.3%
RETAIL-VARIETY STORES
+1.4%
SEMICONDUCTORS & RELATED DEVICES
+1.3%
INSURANCE AGENTS, BROKERS & SERVICE
+0.8%