Disciplined Investments, LLC

13F filer, CIK 1812492, TULSA, OK

Disciplined Investments, LLC reported $202,736,477 across 124 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-06. Its ten largest share positions make up 32.82% of the portfolio.

Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001951757-25-000188

Period: 2024-12-31
Reported value: $203M
Holdings: 124
Top 10 weight: 32.82%
New: 10
Sold out: 3

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AGGnew	+10,190	$987K
SCHBadded	+41,247	$936K
DFSDadded	+12,591	$590K
JBHTadded	+3,136	$535K
ITOTnew	+4,136	$532K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SCHWAB CHARLES FAMILY FDexited	-2,522,772	-$2.52M
WMTreduced	-3,478	-$314K
TFLOreduced	-4,709	-$238K
COMTexited	-7,755	-$201K
TIPexited	-1,815	-$201K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001951757-25-000188, largest first. % of portfolio is the value over $202,736,477, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DFIVDIMENSIONAL ETF TRUST	249,830	$8.86M	4.37%	+13,486	Timeline
VCSHVANGUARD SCOTTSDALE FDS	99,467	$7.76M	3.83%	+5,559	Timeline
VUGVANGUARD INDEX FDS	17,548	$7.2M	3.55%	-99	Timeline
SJNKSPDR SERIES TRUST	281,015	$7.1M	3.5%	-156	Timeline
DFATDIMENSIONAL ETF TRUST	121,760	$6.78M	3.34%	+2,930	Timeline
JBHTHUNT J B TRANS SVCS INC	38,142	$6.51M	3.21%	+3,136	Timeline
VGSHVANGUARD SCOTTSDALE FDS	101,565	$5.91M	2.91%	+711	Timeline
PSXPHILLIPS 66	51,474	$5.86M	2.89%	-297	Timeline
IWDISHARES TR	29,153	$5.4M	2.66%	+50	Timeline
DFLVDIMENSIONAL ETF TRUST	171,785	$5.16M	2.54%	+14,171	Timeline
TFLOISHARES TR	101,530	$5.12M	2.53%	-4,709	Timeline
DFSDDIMENSIONAL ETF TRUST	105,203	$4.93M	2.43%	+12,591	Timeline
DFAEDIMENSIONAL ETF TRUST	193,564	$4.91M	2.42%	+12,760	Timeline
IWFISHARES TR	11,877	$4.77M	2.35%	-224	Timeline
VNQVANGUARD INDEX FDS	47,959	$4.27M	2.11%	-419	Timeline
COPCONOCOPHILLIPS	38,781	$3.85M	1.9%	+19	Timeline
VTVVANGUARD INDEX FDS	22,256	$3.77M	1.86%	-11	Timeline
DFISDIMENSIONAL ETF TRUST	153,089	$3.76M	1.85%	+8,437	Timeline
EFVISHARES TR	61,789	$3.24M	1.6%	+202	Timeline
VBKVANGUARD INDEX FDS	10,798	$3.02M	1.49%	-334	Timeline
EFGISHARES TR	30,745	$2.98M	1.47%	-6	Timeline
DFUVDIMENSIONAL ETF TRUST	69,576	$2.85M	1.4%	-1,103	Timeline
VWOVANGUARD INTL EQUITY INDEX F	64,368	$2.83M	1.4%	+2,136	Timeline
SCZISHARES TR	44,444	$2.7M	1.33%	+809	Timeline
VNQIVANGUARD INTL EQUITY INDEX F	67,588	$2.67M	1.32%	-692	Timeline
IEMGISHARES INC	51,020	$2.66M	1.31%	+483	Timeline
PFFISHARES TR	79,537	$2.5M	1.23%	+25	Timeline
DFARDIMENSIONAL ETF TRUST	99,706	$2.32M	1.14%	+229	Timeline
VTIPVANGUARD MALVERN FDS	45,607	$2.21M	1.09%	+402	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	3,723	$2.18M	1.08%	+18	Timeline
OKEONEOK INC NEW	21,666	$2.18M	1.07%	-661	Timeline
IVVISHARES TR	3,654	$2.15M	1.06%	+379	Timeline
VWOBVANGUARD WHITEHALL FDS	29,283	$1.85M	0.91%	+320	Timeline
WMTWALMART INC	19,950	$1.8M	0.89%	-3,478	Timeline
AAPLAPPLE INC	7,166	$1.79M	0.89%	+51	Timeline
IEFAISHARES TR	25,057	$1.76M	0.87%	+2,923	Timeline
CWBSPDR SERIES TRUST	22,176	$1.73M	0.85%	-230	Timeline
IWMISHARES TR	7,674	$1.7M	0.84%	+506	Timeline
XLESELECT SECTOR SPDR TR	19,759	$1.69M	0.83%	+269	Timeline
NVDANVIDIA CORPORATION	12,442	$1.67M	0.82%	+273	Timeline
AJGGALLAGHER ARTHUR J & CO	5,852	$1.66M	0.82%	+3	Timeline
ARLPALLIANCE RESOURCE PARTNERS L	59,984	$1.58M	0.78%	+1,509	Timeline
DUHPDIMENSIONAL ETF TRUST	45,842	$1.55M	0.76%	+7,147	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	2,648	$1.51M	0.74%	+23	Timeline
SCHBSCHWAB STRATEGIC TR	61,871	$1.4M	0.69%	+41,247	Timeline
IJHISHARES TR	21,293	$1.33M	0.65%	+181	Timeline
QQQINVESCO QQQ TR	2,590	$1.32M	0.65%	+6	Timeline
LQDISHARES TR	11,743	$1.25M	0.62%	+1,162	Timeline
VGKVANGUARD INTL EQUITY INDEX F	19,723	$1.25M	0.62%	-400	Timeline
BSVVANGUARD BD INDEX FDS	14,972	$1.16M	0.57%	+3,267	Timeline
XOMEXXON MOBIL CORP	9,858	$1.06M	0.52%	+33	Timeline
DIHPDIMENSIONAL ETF TRUST	39,684	$1M	0.49%	+9,670	Timeline
VBVANGUARD INDEX FDS	4,144	$996K	0.49%	+4	Timeline
AGGISHARES TR	10,190	$987K	0.49%	new	Timeline
IWOISHARES TR	3,379	$973K	0.48%	-31	Timeline
VMBSVANGUARD SCOTTSDALE FDS	20,329	$922K	0.45%	+1,884	Timeline
XLKSELECT SECTOR SPDR TR	3,854	$896K	0.44%	-314	Timeline
VBRVANGUARD INDEX FDS	4,434	$879K	0.43%	+65	Timeline
ETENERGY TRANSFER L P	42,360	$830K	0.41%	+1,615	Timeline
GARPISHARES TR	14,566	$819K	0.4%	0	Timeline
PCARPACCAR INC	7,525	$783K	0.39%	+25	Timeline
DFSVDIMENSIONAL ETF TRUST	25,407	$782K	0.39%	0	Timeline
IWNISHARES TR	4,696	$771K	0.38%	+161	Timeline
EFAISHARES TR	10,157	$768K	0.38%	+156	Timeline
MSFTMICROSOFT CORP	1,784	$752K	0.37%	+407	Timeline
EWTISHARES INC	14,187	$734K	0.36%	-301	Timeline
DFNMDIMENSIONAL ETF TRUST	15,333	$732K	0.36%	0	Timeline
TXNTEXAS INSTRS INC	3,769	$707K	0.35%	+2	Timeline
FLOTISHARES TR	13,522	$688K	0.34%	-564	Timeline
IVWISHARES TR	6,457	$656K	0.32%	-38	Timeline
VOVANGUARD INDEX FDS	2,459	$649K	0.32%	+750	Timeline
STIPISHARES TR	6,328	$637K	0.31%	-425	Timeline
SDYSPDR SERIES TRUST	4,654	$615K	0.3%	+506	Timeline
IVEISHARES TR	3,189	$609K	0.3%	+44	Timeline
DFEMDIMENSIONAL ETF TRUST	22,350	$585K	0.29%	0	Timeline
SLQDISHARES TR	11,588	$576K	0.28%	-1,917	Timeline
PBAPEMBINA PIPELINE CORP	15,500	$573K	0.28%	0	Timeline
VCITVANGUARD SCOTTSDALE FDS	6,908	$555K	0.27%	+4,480	Timeline
ITOTISHARES TR	4,136	$532K	0.26%	new	Timeline
SHYGISHARES TR	12,474	$532K	0.26%	+957	Timeline
HOMBHOME BANCSHARES INC	17,838	$505K	0.25%	-1,772	Timeline
GOFGUGGENHEIM STRATEGIC OPPORTU	32,500	$496K	0.24%	+6,000	Timeline
DISVDIMENSIONAL ETF TRUST	17,836	$474K	0.23%	+7	Timeline
NUVNUVEEN MUN VALUE FD INC	55,082	$473K	0.23%	+619	Timeline
QUALISHARES TR	2,644	$471K	0.23%	0	Timeline
VTEBVANGUARD MUN BD FDS	9,111	$457K	0.23%	+1,004	Timeline
AVLVAMERICAN CENTY ETF TR	6,497	$434K	0.21%	+89	Timeline
VIGVANGUARD SPECIALIZED FUNDS	2,214	$434K	0.21%	+377	Timeline
FSKFS KKR CAP CORP	19,500	$424K	0.21%	+4,500	Timeline
VDEVANGUARD WORLD FD	3,458	$420K	0.21%	+36	Timeline
TRPTC ENERGY CORP	8,400	$391K	0.19%	0	Timeline
CATHGLOBAL X FDS	5,499	$390K	0.19%	0	Timeline
VYMVANGUARD WHITEHALL FDS	2,993	$382K	0.19%	+3	Timeline
VEAVANGUARD TAX-MANAGED FDS	7,513	$359K	0.18%	+2,357	Timeline
IGSBISHARES TR	6,487	$335K	0.17%	-2,736	Timeline
DFASDIMENSIONAL ETF TRUST	4,978	$324K	0.16%	-73	Timeline
GISGENERAL MILLS INC	4,896	$312K	0.15%	-94	Timeline
USHYISHARES TR	8,431	$310K	0.15%	new	Timeline
IUSBISHARES TR	6,831	$309K	0.15%	new	Timeline
VRPINVESCO EXCH TRADED FD TR II	12,678	$307K	0.15%	+109	Timeline
VVVANGUARD INDEX FDS	1,104	$298K	0.15%	-3	Timeline
AMZNAMAZON COM INC	1,324	$290K	0.14%	+186	Timeline
REZISHARES TR	3,583	$290K	0.14%	0	Timeline
VGITVANGUARD SCOTTSDALE FDS	4,987	$289K	0.14%	new	Timeline
CATCATERPILLAR INC	785	$285K	0.14%	+6	Timeline
BNDVANGUARD BD INDEX FDS	3,939	$283K	0.14%	new	Timeline
PEPPEPSICO INC	1,851	$281K	0.14%	-20	Timeline
FRELFIDELITY COVINGTON TRUST	10,399	$281K	0.14%	-2,300	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	615	$279K	0.14%	+14	Timeline
PDIPIMCO DYNAMIC INCOME FD	15,000	$275K	0.14%	+5,000	Timeline
AMDADVANCED MICRO DEVICES INC	2,273	$275K	0.14%	0	Timeline
VTIVANGUARD INDEX FDS	897	$260K	0.13%	new	Timeline
EMBISHARES TR	2,910	$259K	0.13%	new	Timeline
LLYELI LILLY & CO	335	$259K	0.13%	-18	Timeline
SHYISHARES TR	2,900	$238K	0.12%	-1,054	Timeline
IWBISHARES TR	736	$237K	0.12%	+60	Timeline
KOCOCA COLA CO	3,563	$222K	0.11%	+16	Timeline
JPMJPMORGAN CHASE & CO	904	$217K	0.11%	new	Timeline
PTYPIMCO CORPORATE & INCOME OPP	15,000	$216K	0.11%	0	Timeline
GEGE AEROSPACE	1,205	$201K	0.1%	new	Timeline
TCPCBLACKROCK TCP CAPITAL CORP	20,000	$174K	0.09%	0	Timeline
ABRARBOR REALTY TRUST INC	10,000	$138K	0.07%	0	Timeline
PFFLUBS AG LONDON BRANCH	10,000	$91.4K	0.05%	0	Timeline
CLEARSIGN TECHNOLOGIES CORPCLEARSIGN TECHNOLOGIES CORP	47,148	$67.9K	0.03%	0

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
SCHWAB CHARLES FAMILY FDSCHWAB CHARLES FAMILY FD	2,522,772	$2.52M	shares
COMTISHARES U S ETF TR	7,755	$201K	shares
TIPISHARES TR	1,815	$201K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001951757-25-000188	base		2025-02-06	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC