0002010507-24-000002.txt : 20240209 0002010507-24-000002.hdr.sgml : 20240209 20240209110142 ACCESSION NUMBER: 0002010507-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240209 DATE AS OF CHANGE: 20240209 EFFECTIVENESS DATE: 20240209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Discipline Wealth Solutions, LLC CENTRAL INDEX KEY: 0002010507 ORGANIZATION NAME: IRS NUMBER: 871370684 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23665 FILM NUMBER: 24612964 BUSINESS ADDRESS: STREET 1: 15 HALTON GREEN WAY CITY: GREENVILLE STATE: SC ZIP: 29607 BUSINESS PHONE: 8643226046 MAIL ADDRESS: STREET 1: 15 HALTON GREEN WAY CITY: GREENVILLE STATE: SC ZIP: 29607 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0002010507 XXXXXXXX 12-31-2023 12-31-2023 Discipline Wealth Solutions, LLC
15 HALTON GREEN WAY GREENVILLE SC 29607
13F HOLDINGS REPORT 028-23665 N
Anthony R Colancecco COO/CCO 8643226046 Anthony Colancecco Greenville SC 02-09-2024 0 26 100328960 false
INFORMATION TABLE 2 13fholdingsreport.xml AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 1158855 18948 SH SOLE 0 0 0 18948 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 15993666 536880 SH SOLE 0 0 0 536880 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2271163 39070 SH SOLE 0 0 0 39070 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 2259092 80309 SH SOLE 0 0 0 80309 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 3860882 163044 SH SOLE 0 0 0 163044 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 4167713 172362 SH SOLE 0 0 0 172362 ISHARES TR ISHS 1-5YR INVS 464288646 12909396 251989 SH SOLE 0 0 0 251989 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1513756 19690 SH SOLE 0 0 0 19690 VANGUARD BD INDEX FDS INTERMED TERM 921937819 21128607 278521 SH SOLE 0 0 0 278521 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1856215 25428 SH SOLE 0 0 0 25428 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 13500966 276319 SH SOLE 0 0 0 276319 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5474800 12052 SH SOLE 0 0 0 12052 VANGUARD INDEX FDS TOTAL STK MKT 922908769 903183 3684 SH SOLE 0 0 0 3684 VANGUARD INDEX FDS VALUE ETF 922908744 731594 4806 SH SOLE 0 0 0 4806 VANGUARD INDEX FDS SM CP VAL ETF 922908611 609025 3445 SH SOLE 0 0 0 3445 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 359128 4258 SH SOLE 0 0 0 4258 VANGUARD INDEX FDS SMALL CP ETF 922908751 559787 2663 SH SOLE 0 0 0 2663 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 308361 4841 SH SOLE 0 0 0 4841 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 411748 7435 SH SOLE 0 0 0 7435 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 206047 5199 SH SOLE 0 0 0 5199 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 311373 4324 SH SOLE 0 0 0 4324 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 312710 2810 SH SOLE 0 0 0 2810 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 551960 11628 SH SOLE 0 0 0 11628 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 558138 7220 SH SOLE 0 0 0 7220 VANGUARD STAR FDS VG TL INTL STK F 921909768 342464 5998 SH SOLE 0 0 0 5998 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 7854235 165213 SH SOLE 0 0 0 165213