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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
VTIVanguard Index Fds
Recent Activity
Exited
0%
$883,589
3,303 shares@ $267.52 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Exited
0%
$343,332
1,697 shares@ $202.32 avg price
SHMSpdr Ser Tr
Recent Activity
Exited
0%
$336,948
7,140 shares@ $47.2 avg price
IJUNInnovator Etfs Trust
Recent Activity
Exited
0%
$310,129
12,435 shares@ $24.95 avg price
EMBIshares Tr
Recent Activity
Exited
0%
$263,384
2,977 shares@ $88.48 avg price
6706⤦Nvidia Corporation
Recent Activity
Exited
0%
$247,080
2,000 shares@ $123.54 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Exited
0%
$233,356
4,795 shares@ $48.67 avg price
VOOVanguard Index Fds
Recent Activity
Exited
0%
$226,459
453 shares@ $499.91 avg price
GEGe Aerospace
Recent Activity
Exited
0%
$222,399
1,399 shares@ $158.97 avg price