Disciplined Equity Management, Inc. Diversified Active

Location: Neptune Beach, FL

CIK: 0001909380 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 5, 2022

Total Value: $110M (100.0% shares, 0.0% debt)

Holdings (66)

DFUV DIMENSIONAL ETF TRUST 16.6%
Value $18.26M Shares 577,833 Est. Cost $31.60 Unrealized
DFUS DIMENSIONAL ETF TRUST 16.0%
Value $17.65M Shares 433,149 Est. Cost $51.13 Unrealized
DFAT DIMENSIONAL ETF TRUST 12.2%
Value $13.47M Shares 334,918 Est. Cost $47.34 Unrealized
DFAS DIMENSIONAL ETF TRUST 11.6%
Value $12.77M Shares 266,025 Est. Cost $59.46 Unrealized
DFIV DIMENSIONAL ETF TRUST 9.1%
Value $10.05M Shares 347,894 Est. Cost $32.72 Unrealized
IRM IRON MTN INC NEW 2.1%
Value $2.296M Shares 47,165 Est. Cost $40.12 Unrealized +14.1%
XOM EXXON MOBIL CORP 2.0%
Value $2.152M Shares 25,126 Est. Cost $53.90 Unrealized +47.6%
IBM INTERNATIONAL BUSINESS MACHS 1.7%
Value $1.917M Shares 13,574 Est. Cost $106.79 Unrealized +10.0%
AB ALLIANCEBERNSTEIN HLDG L P 1.7%
Value $1.863M Shares 44,803 Est. Cost $48.72 Unrealized
LUMN LUMEN TECHNOLOGIES INC 1.6%
Value $1.806M Shares 165,505 Est. Cost $11.56 Unrealized -6.4%
GILD GILEAD SCIENCES INC 1.6%
Value $1.711M Shares 27,676 Est. Cost $55.14 Unrealized -1.9%
PRU PRUDENTIAL FINL INC 1.4%
Value $1.542M Shares 16,120 Est. Cost $90.44 Unrealized -2.2%
MO ALTRIA GROUP INC 1.4%
Value $1.526M Shares 36,545 Est. Cost $32.91 Unrealized +16.8%
DOW DOW INC 1.3%
Value $1.428M Shares 27,678 Est. Cost $45.28 Unrealized +14.4%
WALGREENS BOOTS ALLIANCE INC 1.2%
Value $1.373M Shares 36,232 Est. Cost $51.34 Unrealized
PFE PFIZER INC 1.2%
Value $1.353M Shares 25,803 Est. Cost $40.79 Unrealized +2.9%
ABBV ABBVIE INC 1.0%
Value $1.081M Shares 7,055 Est. Cost $101.71 Unrealized +31.9%
PM PHILIP MORRIS INTL INC 0.9%
Value $1.001M Shares 10,140 Est. Cost $76.48 Unrealized +11.7%
KHC KRAFT HEINZ CO 0.9%
Value $999K Shares 26,205 Est. Cost $29.59 Unrealized +13.4%
MMM 3M CO 0.9%
Value $991K Shares 7,658 Est. Cost $123.78 Unrealized -15.0%
OKE ONEOK INC NEW 0.9%
Value $981K Shares 17,680 Est. Cost $49.67 Unrealized +7.6%
AAPL APPLE INC 0.9%
Value $942K Shares 6,888 Est. Cost $154.71 Unrealized -3.9%
T AT&T INC 0.8%
Value $928K Shares 44,292 Est. Cost $14.80 Unrealized +10.2%
QSR RESTAURANT BRANDS INTL INC 0.8%
Value $891K Shares 17,770 Est. Cost $56.70 Unrealized -5.7%
IP INTERNATIONAL PAPER CO 0.8%
Value $861K Shares 20,590 Est. Cost $40.91 Unrealized -3.9%
NEW YORK CMNTY BANCORP INC 0.7%
Value $800K Shares 87,650 Est. Cost $11.92 Unrealized
IVZ INVESCO LTD 0.7%
Value $753K Shares 46,685 Est. Cost $19.85 Unrealized -19.5%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value $685K Shares 1,260 Est. Cost $567.60 Unrealized -4.0%
MSFT MICROSOFT CORP 0.6%
Value $663K Shares 2,580 Est. Cost $263.43 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.6%
Value $628K Shares 1,310 Est. Cost $500.47 Unrealized -3.1%
TSLA TESLA INC 0.5%
Value $592K Shares 879 Est. Cost $333.97 Unrealized -18.3%
MA MASTERCARD INCORPORATED 0.5%
Value $567K Shares 1,796 Est. Cost $337.78 Unrealized -0.1%
CHTR CHARTER COMMUNICATIONS INC N 0.5%
Value $562K Shares 1,199 Est. Cost $669.95 Unrealized -27.2%
JPM JPMORGAN CHASE & CO 0.5%
Value $544K Shares 4,832 Est. Cost $144.90 Unrealized -22.0%
INTU INTUIT 0.5%
Value $515K Shares 1,337 Est. Cost $569.49 Unrealized -29.0%
NVDA NVIDIA CORPORATION 0.4%
Value $433K Shares 2,858 Est. Cost $26.50 Unrealized -28.9%
UNH UNITEDHEALTH GROUP INC 0.3%
Value $339K Shares 660 Est. Cost $422.19 Unrealized +11.6%
NSC NORFOLK SOUTHN CORP 0.3%
Value $309K Shares 1,359 Est. Cost $226.47 Unrealized 0.0%
CF CF INDS HLDGS INC 0.3%
Value $309K Shares 3,610 Est. Cost $57.35 Unrealized +56.5%
BRO BROWN & BROWN INC 0.3%
Value $284K Shares 4,870 Est. Cost $59.93 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.2%
Value $224K Shares 1,460 Est. Cost $170.14 Unrealized -11.3%
LOW LOWES COS INC 0.2%
Value $208K Shares 1,190 Est. Cost $219.81 Unrealized -18.3%
SPY SPDR S&P 500 ETF TR 0.2%
Value $206K Shares 546 Est. Cost $474.36 Unrealized
AMZN AMAZON COM INC 0.2%
Value $202K Shares 1,900 Est. Cost $127.43 Unrealized -1.8%
SYK STRYKER CORPORATION 0.1%
Value $155K Shares 780 Est. Cost $251.12 Unrealized -10.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value $147K Shares 343 Est. Cost $397.88 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value $144K Shares 1,000 Est. Cost $137.29 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value $141K Shares 1,120 Est. Cost $132.58 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.1%
Value $136K Shares 10,136 Est. Cost $18.55 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.1%
Value $130K Shares 900 Est. Cost $142.70 Unrealized 0.0%
GM GENERAL MTRS CO 0.1%
Value $94,000 Shares 2,970 Est. Cost $36.19 Unrealized 0.0%
SHEL SHELL PLC 0.1%
Value $90,000 Shares 1,730 Est. Cost $52.02 Unrealized
KSS KOHLS CORP 0.1%
Value $86,000 Shares 2,400 Est. Cost $49.02 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value $71,000 Shares 260 Est. Cost $269.01 Unrealized 0.0%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value $69,000 Shares 2,950 Est. Cost $23.39 Unrealized
LVS LAS VEGAS SANDS CORP 0.1%
Value $68,000 Shares 2,030 Est. Cost $33.04 Unrealized 0.0%
ICF ISHARES TR 0.0%
Value $42,000 Shares 690 Est. Cost $60.87 Unrealized
MCD MCDONALDS CORP 0.0%
Value $39,000 Shares 156 Est. Cost $226.36 Unrealized 0.0%
DFIC DIMENSIONAL ETF TRUST 0.0%
Value $34,000 Shares 1,570 Est. Cost $21.66 Unrealized
SDY SPDR SER TR 0.0%
Value $30,000 Shares 250 Est. Cost $120.00 Unrealized
VTRS VIATRIS INC 0.0%
Value $14,000 Shares 1,364 Est. Cost $9.29 Unrealized 0.0%
DFEM DIMENSIONAL ETF TRUST 0.0%
Value $12,000 Shares 510 Est. Cost $23.53 Unrealized
GOOG ALPHABET INC 0.0%
Value $11,000 Shares 5 Est. Cost $117.28 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.0%
Value $11,000 Shares 40 Est. Cost $275.00 Unrealized
ORCL ORACLE CORP 0.0%
Value $9,000 Shares 128 Est. Cost $69.84 Unrealized 0.0%
VCYT VERACYTE INC 0.0%
Value $4,000 Shares 225 Est. Cost $20.20 Unrealized 0.0%