DW

Discipline Wealth Solutions, LLC

13F
Discipline Wealth Solutions, LLC
Last update 2025-04-29 73 Stocks (3 new)
Value $210.00 Mil Turnover 5 %
Countries:
Top Holdings: BIV(18.37%)DFAC(14.30%)BNDX(9.35%)VEA(6.84%)IGSB(6.31%)
Summary Stock Picks Current Portfolio
Discipline Wealth Solutions, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIV 		Vanguard Intermediate-Term Bond ETF2024-12-31Add
+1.48%
●
74.5 ($75.99) 78.24
$76.96
1.28%
Add 9.26%
503,304
42,643
SSUS 		Day Hagan/Ned Davis Research Smart Sector ETF2024-12-31New Buy
+1.47%
●
41.16 ($42.65) 44.07
$40.33
-5.44%
New holding
75,379
75,379
DFAC 		Dimensional U.S. Core Equity 2 ETF2024-12-31Add
+1.38%
●
33.92 ($35.24) 36.6
$32.35
-8.20%
Add 10.96%
875,071
86,443
ZECP 		Zacks Earnings Consistent Portfolio ETF2024-12-31New Buy
+1.30%
●
30.35 ($31.24) 32.25
$29.68
-4.99%
New holding
92,344
92,344
QVOY 		Q3 All-Season Active Rotation ETF2024-12-31Sold Out
-1.02%
●
25.24 ($28.34) 29.27
$24.38
-13.97%
Sold Out
0
-68,569
HCMT 		Direxion HCM Tactical Enhanced US ETF2024-12-31Add
+0.91%
●
34.37 ($36.88) 39.42
$26.52
-28.08%
Add 35.17%
209,321
54,468
VEA 		Vanguard FTSE Developed Markets ETF2024-12-31Add
+0.85%
●
47.57 ($50.18) 52.35
$52.95
5.52%
Add 15.86%
280,762
38,441
BNDX 		Vanguard Total International Bond ETF2024-12-31Add
+0.66%
●
48.91 ($50.01) 50.61
$49.43
-1.16%
Add 7.63%
409,981
29,075
SSO 		ProShares Ultra S&P500 2x Shares2024-12-31Add
+0.51%
●
87.92 ($94.26) 99.73
$79.35
-15.82%
Add 128.58%
21,201
11,926
QLD 		ProShares Ultra QQQ 2x Shares2024-12-31Add
+0.49%
●
98.02 ($107.21) 120.25
$88.60
-17.36%
Add 162.37%
15,805
9,781

Discipline Wealth Solutions, LLC Total Holding History ($B)

To

Discipline Wealth Solutions, LLC's Asset Allocation

To

Discipline Wealth Solutions, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Discipline Wealth Solutions, LLC's Hypothetical Growth since 2025-03-31

Discipline Wealth Solutions, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Discipline Wealth Solutions, LLC News

  • 1

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