account_balance
Investment manager · 13F filer · SEC CIK 2056242
Disciplined Investors, L.l.c.
Reported value$221Mas of Sep 30, 2026
Positions159 20 new, 6 sold out
Top 10 weight40.5%VUG alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
7.4%Added +12%
IDViShares Tr
6.8%Added +4%
CPBCampbell's Co
5.4%New
SCHBSchwab Strategic Tr
4.3%
VXUSVanguard Star FDS
3.6%Added +8%
VOOVanguard Index FDS
3.0%Added +28%
DFSVDfa Invt Dimensions Group In
2.9%Added +6%
VEUVanguard Intl Equity Index F
2.6%
XLKSelect Sector SPDR Tr
2.5%
AAPLApple Inc.
2.1%
DFGPDimensional ETF Trust
2.0%
MSFTMicrosoft Corp
1.8%
VUGVanguard Index FDS
7.4%Added +12%
IDViShares Tr
6.8%Added +4%
CPBCampbell's Co
5.4%
SCHBSchwab Strategic Tr
4.3%
VXUSVanguard Star FDS
3.6%+8%
VOOVanguard Index FDS
3.0%
DFSVDfa Invt Dimensions Group In
2.9%
VEUVanguard Intl Equity Index F
2.6%
XLK2.5%
AAPLDFGP2.0%
MSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 7.4% Added +12%
IDV iShares Tr 6.8% Added +4%
CPB Campbell's Co 5.4% NewSCHB Schwab Strategic Tr 4.3% Held
VXUS Vanguard Star FDS 3.6% Added +8%
VOO Vanguard Index FDS 3.0% Added +28%
DFSV Dfa Invt Dimensions Group In 2.9% Added +6%
VEU Vanguard Intl Equity Index F 2.6% Held
XLK Select Sector SPDR Tr 2.5% Held
AAPL Apple Inc. 2.1% HeldDFGP Dimensional ETF Trust 2.0% Held
MSFT Microsoft Corp 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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