Discipline Wealth Solutions, LLC
- SEC CIK
- 0002010507
- 最新申報
- 2026/7/21
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/9 申報。只含多頭部位。
- 持股檔數
- 26
- 2023 年第 3 季沒有申報
- 總值
- $1.00 億
- 2023 年第 3 季沒有申報
Discipline Wealth Solutions, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 278,521 | $2,113 萬 | 21.1% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 536,880 | $1,599 萬 | 16.0% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 276,319 | $1,350 萬 | 13.5% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 251,989 | $1,291 萬 | 12.9% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 165,213 | $785.4 萬 | 7.8% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 12,052 | $547.5 萬 | 5.5% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 172,362 | $416.8 萬 | 4.2% | – | – | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 163,044 | $386.1 萬 | 3.9% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 39,070 | $227.1 萬 | 2.3% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 80,309 | $225.9 萬 | 2.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 25,428 | $185.6 萬 | 1.9% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 19,690 | $151.4 萬 | 1.5% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 18,948 | $115.9 萬 | 1.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,684 | $90.3 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,806 | $73.2 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,445 | $60.9 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,663 | $56.0 萬 | 0.6% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 7,220 | $55.8 萬 | 0.6% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 11,628 | $55.2 萬 | 0.6% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 7,435 | $41.2 萬 | 0.4% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,258 | $35.9 萬 | 0.4% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,998 | $34.2 萬 | 0.3% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 2,810 | $31.3 萬 | 0.3% | – | – | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 4,324 | $31.1 萬 | 0.3% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 4,841 | $30.8 萬 | 0.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,199 | $20.6 萬 | 0.2% | – | – | – |