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Mathew Bacon

@Disciplined Investments, Llc

Latest period2024 - Q3ReportedManaged Assets$202.555MTotal holdings117
Assets growth rate7.85%Assets growth rate (2-Q avg)5.16%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Disciplined Investments, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 117 positions.

Assets under management

The assets under management (AUM) of Disciplined Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 202.555M in assets, with a quarterly growth rate of 7.85% and a 2-quarter average growth rate of 5.16%. The portfolio is managed by Mathew Bacon, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMZNAmazon Com Inc
Recent Activity
New Position
0.11%
$212,044
1,138 shares@ $186.34 avg price
VCITVanguard Scottsdale Fds
Recent Activity
New Position
0.11%
$203,370
2,428 shares@ $83.77 avg price
PDIPimco Dynamic Income Fd
Recent Activity
New Position
0.11%
$202,700
10,000 shares@ $20.27 avg price
ABRArbor Realty Trust Inc
Recent Activity
New Position
0.08%
$155,600
10,000 shares@ $15.56 avg price