Discipline Wealth Solutions, LLC Portfolio Holdings by Sector

Discipline Wealth Solutions, LLC

$207 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BIV DFAC BNDX VEA IGSB VOO DFEM DFIS 52 stocks	$193,591 93.68% of portfolio	39	13	10	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,347 1.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$1,251 0.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM 2 stocks	$1,223 0.59% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,138 0.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$982 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$969 0.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$929 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$637 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$574 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$552 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$401 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$346 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$333 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$318 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology MSTR 1 stocks	$297 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DTE 1 stocks	$271 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$259 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive POST 1 stocks	$231 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts

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