Disciplined Investors, L.L.C. - Portfolio overview

Disciplined Investors, L.L.C. has 149 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IDV - ISHARES TR, 7.47%
2. VUG - VANGUARD INDEX FDS, 5.30%
3. SCHB - SCHWAB STRATEGIC TR, 4.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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