Disciplined Equity Management, Inc. Diversified Active

Location: Neptune Beach, FL

CIK: 0001909380 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value: $123M (100.0% shares, 0.0% debt)

Holdings (53)

DFUS DIMENSIONAL ETF TRUST 18.0%
Value $22.07M Shares 458,317 Est. Cost $50.53 Unrealized
DFUV DIMENSIONAL ETF TRUST 16.9%
Value $20.72M Shares 600,610 Est. Cost $31.61 Unrealized
DFAT DIMENSIONAL ETF TRUST 12.3%
Value $15.07M Shares 324,871 Est. Cost $47.24 Unrealized
DFAS DIMENSIONAL ETF TRUST 12.1%
Value $14.86M Shares 271,166 Est. Cost $59.14 Unrealized
DFIV DIMENSIONAL ETF TRUST 9.4%
Value $11.55M Shares 351,688 Est. Cost $32.43 Unrealized
IRM IRON MTN INC DEL 1.9%
Value $2.307M Shares 40,605 Est. Cost $40.12 Unrealized +24.4%
MO ALTRIA GROUP INC 1.5%
Value $1.842M Shares 40,655 Est. Cost $33.05 Unrealized +10.6%
DOW DOW INC 1.5%
Value $1.823M Shares 34,229 Est. Cost $44.41 Unrealized +1.9%
VZ VERIZON COMMUNICATIONS INC 1.5%
Value $1.813M Shares 48,745 Est. Cost $32.54 Unrealized -4.1%
IBM INTERNATIONAL BUSINESS MACHS 1.4%
Value $1.674M Shares 12,514 Est. Cost $107.09 Unrealized +10.2%
PIONEER NAT RES CO 1.4%
Value $1.668M Shares 8,051 Est. Cost $217.18 Unrealized
PRU PRUDENTIAL FINL INC 1.2%
Value $1.521M Shares 17,240 Est. Cost $89.83 Unrealized -18.2%
AB ALLIANCEBERNSTEIN HLDG L P 1.2%
Value $1.476M Shares 45,883 Est. Cost $48.47 Unrealized
MMM 3M CO 1.2%
Value $1.452M Shares 14,508 Est. Cost $103.83 Unrealized -25.3%
NVDA NVIDIA CORPORATION 1.1%
Value $1.29M Shares 3,050 Est. Cost $22.35 Unrealized +48.4%
NEW YORK CMNTY BANCORP INC 1.0%
Value $1.267M Shares 112,698 Est. Cost $10.69 Unrealized
OMC OMNICOM GROUP INC 1.0%
Value $1.249M Shares 13,127 Est. Cost $60.29 Unrealized +40.8%
WALGREENS BOOTS ALLIANCE INC 1.0%
Value $1.226M Shares 43,043 Est. Cost $48.17 Unrealized
BBY BEST BUY INC 1.0%
Value $1.219M Shares 14,873 Est. Cost $62.85 Unrealized +4.4%
ORCL ORACLE CORP 0.9%
Value $1.104M Shares 9,270 Est. Cost $70.15 Unrealized +43.1%
OKE ONEOK INC NEW 0.9%
Value $1.044M Shares 16,915 Est. Cost $49.67 Unrealized +9.0%
SYK STRYKER CORPORATION 0.8%
Value $1.001M Shares 3,280 Est. Cost $256.18 Unrealized +9.8%
PM PHILIP MORRIS INTL INC 0.8%
Value $984K Shares 10,080 Est. Cost $76.48 Unrealized +10.5%
IP INTERNATIONAL PAPER CO 0.8%
Value $980K Shares 30,820 Est. Cost $32.14 Unrealized -9.5%
BX BLACKSTONE INC 0.8%
Value $974K Shares 10,472 Est. Cost $86.77 Unrealized -7.6%
UNH UNITEDHEALTH GROUP INC 0.8%
Value $949K Shares 1,975 Est. Cost $469.92 Unrealized -1.1%
FNF FIDELITY NATIONAL FINANCIAL 0.7%
Value $903K Shares 25,076 Est. Cost $31.35 Unrealized -3.1%
JPM JPMORGAN CHASE & CO 0.7%
Value $860K Shares 5,913 Est. Cost $137.20 Unrealized -5.5%
DFAC DIMENSIONAL ETF TRUST 0.7%
Value $853K Shares 31,420 Est. Cost $24.20 Unrealized
MA MASTERCARD INCORPORATED 0.7%
Value $834K Shares 2,120 Est. Cost $335.69 Unrealized +10.2%
T AT&T INC 0.6%
Value $722K Shares 45,282 Est. Cost $14.82 Unrealized -0.2%
BA BOEING CO 0.6%
Value $712K Shares 3,370 Est. Cost $207.77 Unrealized -0.0%
BKNG BOOKING HOLDINGS INC 0.6%
Value $694K Shares 257 Est. Cost $2394.16 Unrealized +8.6%
CAT CATERPILLAR INC 0.6%
Value $691K Shares 2,810 Est. Cost $230.59 Unrealized -7.3%
TMUS T-MOBILE US INC 0.6%
Value $682K Shares 4,910 Est. Cost $135.67 Unrealized -0.1%
DFIC DIMENSIONAL ETF TRUST 0.3%
Value $397K Shares 16,370 Est. Cost $22.27 Unrealized
LOW LOWES COS INC 0.2%
Value $269K Shares 1,190 Est. Cost $219.81 Unrealized -10.0%
TXN TEXAS INSTRS INC 0.2%
Value $263K Shares 1,460 Est. Cost $170.14 Unrealized -6.5%
CF CF INDS HLDGS INC 0.2%
Value $251K Shares 3,610 Est. Cost $57.35 Unrealized +14.3%
AMZN AMAZON COM INC 0.2%
Value $248K Shares 1,900 Est. Cost $126.84 Unrealized -10.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value $242K Shares 546 Est. Cost $474.36 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.1%
Value $159K Shares 6,600 Est. Cost $22.47 Unrealized
MSFT MICROSOFT CORP 0.1%
Value $146K Shares 430 Est. Cost $234.05 Unrealized +31.3%
AAPL APPLE INC 0.1%
Value $143K Shares 736 Est. Cost $152.97 Unrealized +12.5%
CVX CHEVRON CORP NEW 0.1%
Value $142K Shares 900 Est. Cost $142.70 Unrealized +0.4%
TSLA TESLA INC 0.1%
Value $124K Shares 472 Est. Cost $281.64 Unrealized -29.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value $112K Shares 243 Est. Cost $397.88 Unrealized +8.4%
VFC V F CORP 0.1%
Value $100K Shares 5,250 Est. Cost $29.39 Unrealized -30.3%
GILD GILEAD SCIENCES INC 0.0%
Value $15,414 Shares 200 Est. Cost $55.14 Unrealized +31.6%
MCD MCDONALDS CORP 0.0%
Value $15,219 Shares 51 Est. Cost $226.36 Unrealized +20.6%
COST COSTCO WHSL CORP NEW 0.0%
Value $10,768 Shares 20 Est. Cost $500.30 Unrealized -2.6%
PFE PFIZER INC 0.0%
Value $7,703 Shares 210 Est. Cost $40.79 Unrealized -18.6%
GOOGL ALPHABET INC 0.0%
Value $2,394 Shares 20 Est. Cost $94.32 Unrealized +21.1%