Disciplined Investors, L.L.C.
Disciplined Investors, L.L.C. is a fee-only SEC-registered investment adviser headquartered in Waco, Texas. Founded in 1999 by Todd Stoner and Russell Livesay, the firm offers investment management and consultation services tailored to individual client needs, including financial planning and retirement projections. Serving clients in Waco, Central Texas, and the Baylor community, the firm follows a fiduciary standard and employs a team whose compensation is based on salary, discretionary bonus, and profit sharing. As of its most recent filings, the firm has between 6-10 employees.
Investment Strategy
Disciplined Investors, L.L.C. provides customized investment management and consulting services, beginning each relationship with a comprehensive assessment of the client’s financial situation, goals, and risk tolerance. The firm specializes in creating diversified portfolios across stocks, bonds, and money market securities, emphasizing tax-advantaged and income-generating investments as needed. Disciplined Investors uses a disciplined, client-centric approach, offering both ongoing portfolio management and periodic reviews to align investments with changing client objectives. The firm applies fiduciary standards, acting in the best interests of clients and primarily custodies assets with Charles Schwab & Co., Inc.
Top Holdings
Equity Positions (118)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IDV | ISHARES TR | 6.17% | $7.9M | 229,452 | $28.66 | $34.51 | +$1.6M |
S SCHB | SCHWAB STRATEGIC TR | 6.16% | $7.9M | 331,818 | $22.70 | $23.83 | +$745.5K |
V VUG | VANGUARD INDEX FDS | 5.36% | $6.9M | 15,689 | $408.66 | $438.40 | +$2.0M |
V VEU | VANGUARD INTL EQUITY INDEX F | 3.59% | $4.6M | 68,480 | $57.85 | $67.22 | +$637.4K |
V VXUS | VANGUARD STAR FDS | 2.82% | $3.6M | 52,399 | $60.20 | $69.09 | +$594.7K |