Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
iShares Total US Stock Market | 20 | Q3 2023 | 36.4% |
iShares Core US Aggregate Bond | 20 | Q3 2023 | 40.6% |
Vanguard Real Estate | 20 | Q3 2023 | 11.8% |
iShares Core MSCI Emerging Markets | 20 | Q3 2023 | 8.4% |
iShares 20 Year Treasury Bond | 20 | Q3 2023 | 8.4% |
iShares Core MSCI EAFE | 20 | Q3 2023 | 9.9% |
iShares Core S&P 500 | 20 | Q3 2023 | 16.0% |
First Trust NA Energy Infrastructure Fund | 20 | Q3 2023 | 3.8% |
iShares Core S&P Mid-Cap | 20 | Q3 2023 | 17.7% |
iShares Core S&P Small-Cap | 20 | Q3 2023 | 13.9% |
View Disciplina Capital Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-14 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-16 |
13F-HR | 2023-11-16 |
13F-HR | 2023-11-16 |
13F-HR | 2023-11-16 |
13F-HR | 2023-11-16 |
13F-HR | 2023-11-16 |
13F-HR | 2023-11-16 |
13F-HR | 2023-11-16 |
View Disciplina Capital Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.