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