Fund HoldingsDisciplined Equity Management, Inc.

Total Portfolio Value
$119.60M
Total Bought
$1.50M
Total Sold
$2.94M
Net Transaction
-$1.44M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
PIONEER NAT RES CO8,0518,181+1301,6681,8781.57%+210
BLACKSTONE INC(BX)10,47210,752+2809741,1520.96%+178
FIDELITY NATIONAL FINANCIAL(FNF)25,07625,07609031,0360.87%+133
INTERNATIONAL PAPER CO(IP)30,82030,930+1109801,0970.92%+117
PRUDENTIAL FINL INC(PFH)17,24017,24001,5211,6361.37%+115
IRON MTN INC DEL(IRM)40,60540,60502,3072,4142.02%+107
BOOKING HOLDINGS INC(BKNG)25725706947930.66%+99
INTERNATIONAL BUSINESS MACHS(IBM)12,51412,51401,6741,7561.47%+81
CATERPILLAR INC(CAT)2,8102,81006917670.64%+76
CF INDS HLDGS INC(CF)3,6103,61002513100.26%+59
UNITEDHEALTH GROUP INC(UNH)1,9751,97509499960.83%+47
T-MOBILE US INC(TMUS)4,9105,180+2706827250.61%+43
NVIDIA CORPORATION(NVDA)3,0503,05001,2901,3271.11%+37
ONEOK INC NEW(OKE)16,91516,91501,0441,0730.90%+29
ALLIANCEBERNSTEIN HLDG L P(AB)45,88349,323+3,4401,4761,4971.25%+21
NEW YORK CMNTY BANCORP INC112,698112,69801,2671,2781.07%+11
CHEVRON CORP NEW(CVX)90090001421520.13%+10
AT&T INC(T)45,28248,722+3,4407227320.61%+10
MASTERCARD INCORPORATED(MA)2,1202,12008348390.70%+6
COSTCO WHSL CORP NEW(COST)2020011110.01%+1
ALPHABET INC(GOOG)20200230.00%0
GILEAD SCIENCES INC(GILD)200200015150.01%-0
PFIZER INC(PFE)2102100870.01%-1
MCDONALDS CORP(MCD)5151015130.01%-2
JPMORGAN CHASE & CO(JPM)5,9135,91308608580.72%-2
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
6,6006,60001591540.13%-5
TESLA INC(TSLA)47247201241180.10%-5
AMAZON COM INC(AMZN)1,9001,90002482420.20%-6
V F CORP(VFC)5,2505,2500100930.08%-7
SPDR S&P 500 ETF TR(SPY)54654602422330.20%-9
MICROSOFT CORP(MSFT)43043001461360.11%-11
LOCKHEED MARTIN CORP(LMT)2432430112990.08%-12
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
16,37016,410+403973830.32%-14
APPLE INC(AAPL)73673601431260.11%-17
LOWES COS INC(LOW)1,1901,19002692470.21%-21
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
31,42031,480+608538250.69%-28
TEXAS INSTRS INC(TXN)1,4601,46002632320.19%-31
PHILIP MORRIS INTL INC(PM)10,08010,08009849330.78%-51
DOW INC(DOW)34,22934,22901,8231,7651.48%-58
3M CO(MMM)14,50814,878+3701,4521,3931.16%-59
BOEING CO(BA)3,3703,37007126460.54%-66
STRYKER CORPORATION(SYK)3,2803,28001,0018960.75%-104
ORACLE CORP(ORCL)9,2709,27001,1049820.82%-122
ALTRIA GROUP INC(MO)40,65540,65501,8421,7101.43%-132
WALGREENS BOOTS ALLIANCE INC43,04347,223+4,1801,2261,0500.88%-176
BEST BUY INC(BBY)14,87314,933+601,2191,0370.87%-181
VERIZON COMMUNICATIONS INC(VZ)48,74549,935+1,1901,8131,6181.35%-194
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
351,688348,004-3,68411,55311,3529.49%-201
OMNICOM GROUP INC(OMC)13,12713,167+401,2499810.82%-268
DIMENSIONAL ETF TRUST
US TARGETED VLU
324,871318,884-5,98715,07114,57012.18%-501
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
600,610591,641-8,96920,72120,12816.83%-593
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
271,166270,248-91814,86014,18511.86%-675
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
458,317453,266-5,05122,07321,10017.64%-973
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