0000909012-22-000058.txt : 20220427
0000909012-22-000058.hdr.sgml : 20220427
20220427091047
ACCESSION NUMBER: 0000909012-22-000058
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220427
DATE AS OF CHANGE: 20220427
EFFECTIVENESS DATE: 20220427
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Disciplined Equity Management, Inc.
CENTRAL INDEX KEY: 0001909380
IRS NUMBER: 593691907
STATE OF INCORPORATION: FL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22070
FILM NUMBER: 22856644
BUSINESS ADDRESS:
STREET 1: 200 1ST STREET
STREET 2: SUITE 204
CITY: NEPTUNE BEACH
STATE: FL
ZIP: 32266
BUSINESS PHONE: 904-222-0280
MAIL ADDRESS:
STREET 1: 200 1ST STREET
STREET 2: SUITE 204
CITY: NEPTUNE BEACH
STATE: FL
ZIP: 32266
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001909380
XXXXXXXX
03-31-2022
03-31-2022
Disciplined Equity Management, Inc.
200 1ST STREET
SUITE 204
NEPTUNE BEACH
FL
32266
13F HOLDINGS REPORT
028-22070
N
Don Davey
Compliance
904 222 0280
/s/ DON DAVEY
Neptune Beach
FL
04-26-2022
0
41
99785
false
INFORMATION TABLE
2
aci_13f.xml
3M Company
Equities
88579Y101
1046
7025
SH
SOLE
0
0
0
7025
Abbvie Inc
Equities
00287Y109
1123
7425
SH
SOLE
0
0
0
7425
AllianceBernstein Holdings LP
Equities
01881G106
2071
44053
SH
SOLE
0
0
0
44053
Altria Group
Equities
02209S103
1869
35770
SH
SOLE
0
0
0
35770
Amazon Inc
Equities
023135106
310
95
SH
SOLE
0
0
0
95
Apple Computer Inc
Equities
037833100
1094
11031
SH
SOLE
0
0
0
11031
AT&T Corporation
Equities
00206R102
991
41942
SH
SOLE
0
0
0
41942
CF Industries Holdings
Equities
125269100
372
3610
SH
SOLE
0
0
0
3610
Charter Communications Inc
Equities
16119P108
638
1169
SH
SOLE
0
0
0
1169
Costco Wholesale Corporation
Equities
22160K105
737
1280
SH
SOLE
0
0
0
1280
DFA TM Int Large Value
Equities
25434V807
11342
338764
SH
SOLE
0
0
0
338764
DFA TM US Equity ETF
Equities
25434V401
20221
412515
SH
SOLE
0
0
0
412515
DFA TM US Small Cap ETF
Equities
25434V500
14382
256541
SH
SOLE
0
0
0
256541
DFA TM US Targeted Value ETF
Equities
25434V609
15210
326536
SH
SOLE
0
0
0
326536
Dow Chemical Company
Equities
260557103
1722
27028
SH
SOLE
0
0
0
27028
Exxon Mobil Corp
Equities
30231G102
2063
25760
SH
SOLE
0
0
0
25760
Gilead Sciences Inc
Equities
375558103
1613
27130
SH
SOLE
0
0
0
27130
International Business Machines
Equities
459200101
1738
13364
SH
SOLE
0
0
0
13364
International Paper Co
Equities
460146103
931
20170
SH
SOLE
0
0
0
20170
Intuit Inc
Equities
461202103
624
1297
SH
SOLE
0
0
0
1297
Invesco Ltd
Equities
G491BT108
998
43275
SH
SOLE
0
0
0
43275
Iron Mountain Inc
Equities
46284V101
2595
46835
SH
SOLE
0
0
0
46835
JPMorgan Chase & Co
Equities
46625H100
608
4462
SH
SOLE
0
0
0
4462
Kraft Heinz Co
Equities
500754106
1014
25755
SH
SOLE
0
0
0
25755
Lowes Companies Inc
Equities
548661107
241
1190
SH
SOLE
0
0
0
1190
Lumen Technologies
Equities
550241103
1828
162235
SH
SOLE
0
0
0
162235
MasterCard Inc Com
Equities
57636Q104
624
1746
SH
SOLE
0
0
0
1746
New York Community Bancorp
Equities
649445103
876
81670
SH
SOLE
0
0
0
81670
Nvidia Corp
Equities
67066G104
744
2728
SH
SOLE
0
0
0
2728
ONEOK Inc
Equities
682680103
1231
17430
SH
SOLE
0
0
0
17430
Pfizer Inc
Equities
717081103
909
17553
SH
SOLE
0
0
0
17553
Philip Morris International
Equities
718172109
935
9950
SH
SOLE
0
0
0
9950
Prudential Financial Inc
Equities
744320102
1832
15500
SH
SOLE
0
0
0
15500
Restaurant Brands Intl
Equities
76131D103
983
16840
SH
SOLE
0
0
0
16840
SPDR S&P 500 ETF
Equities
78462F103
247
546
SH
SOLE
0
0
0
546
Stryker Corporation
Equities
863667101
209
780
SH
SOLE
0
0
0
780
Tesla Motors Inc
Equities
88160R101
926
859
SH
SOLE
0
0
0
859
Texas Instruments Inc
Equities
882508104
268
1460
SH
SOLE
0
0
0
1460
Thermo Fisher Scientific
Equities
883556102
726
1230
SH
SOLE
0
0
0
1230
UnitedHealth Group Inc
Equities
91324P102
337
660
SH
SOLE
0
0
0
660
Walgreens Boots Alliance
Equities
931427108
1560
34842
SH
SOLE
0
0
0
34842