Disciplined Investments, LLC
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$278.5M
Holdings
140
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFIV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.1%
02
$DFLV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.1%
03
$DFSD
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.3%
04
$DFAT
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.8%
05
$VGSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.7%
06
$VCSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.6%
07
$DFAE
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.6%
08
$SJNK
SPDR SERIES TRUST
Held since at least Q1 2024
3.2%
09
$DFIS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.2%
10
$JBHT
HUNT J B TRANS SVCS INC
Held since at least Q1 2024
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:57 UTC.