0000909012-22-000092.txt : 20220805 0000909012-22-000092.hdr.sgml : 20220805 20220805120830 ACCESSION NUMBER: 0000909012-22-000092 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220805 DATE AS OF CHANGE: 20220805 EFFECTIVENESS DATE: 20220805 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: 221139434 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 06-30-2022 06-30-2022 Disciplined Equity Management, Inc.

200 1ST STREET SUITE 204 NEPTUNE BEACH FL 32266

13F HOLDINGS REPORT 028-22070 N Don Davey 904 222 0280 /s/ DON DAVEY Neptune Beach FL 08-04-2022 0 66 110203 false INFORMATION TABLE 2 aci_13f.xml 3M CO COM 88579Y101 991 7658 SH SOLE 0 0 0 7658 ABBVIE INC COM 00287Y109 1081 7055 SH SOLE 0 0 0 7055 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 1863 44803 SH SOLE 0 0 0 44803 ALPHABET INC CAP STK CL C 02079K107 11 5 SH SOLE 0 0 0 5 ALTRIA GROUP INC COM 02209S103 1526 36545 SH SOLE 0 0 0 36545 AMAZON COM INC COM 023135106 202 1900 SH SOLE 0 0 0 1900 APPLE INC COM 037833100 942 6888 SH SOLE 0 0 0 6888 AT&T INC COM 00206R102 928 44292 SH SOLE 0 0 0 44292 BROWN & BROWN INC COM 115236101 284 4870 SH SOLE 0 0 0 4870 CF INDS HLDGS INC COM 125269100 309 3610 SH SOLE 0 0 0 3610 CHARTER COMMUNICATIONS INC N CL A 16119P108 562 1199 SH SOLE 0 0 0 1199 CHEVRON CORP NEW COM 166764100 130 900 SH SOLE 0 0 0 900 COSTCO WHSL CORP NEW COM 22160K105 628 1310 SH SOLE 0 0 0 1310 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 12 510 SH SOLE 0 0 0 510 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 10051 347894 SH SOLE 0 0 0 347894 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 34 1570 SH SOLE 0 0 0 1570 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 69 2950 SH SOLE 0 0 0 2950 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 17651 433149 SH SOLE 0 0 0 433149 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 18260 577833 SH SOLE 0 0 0 577833 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 12769 266025 SH SOLE 0 0 0 266025 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 13470 334918 SH SOLE 0 0 0 334918 DOW INC COM 260557103 1428 27678 SH SOLE 0 0 0 27678 EATON CORP PLC SHS G29183103 141 1120 SH SOLE 0 0 0 1120 EXXON MOBIL CORP COM 30231G102 2152 25126 SH SOLE 0 0 0 25126 GENERAL MTRS CO COM 37045V100 94 2970 SH SOLE 0 0 0 2970 GILEAD SCIENCES INC COM 375558103 1711 27676 SH SOLE 0 0 0 27676 HOME DEPOT INC COM 437076102 71 260 SH SOLE 0 0 0 260 INTERNATIONAL BUSINESS MACHS COM 459200101 1917 13574 SH SOLE 0 0 0 13574 INTERNATIONAL PAPER CO COM 460146103 861 20590 SH SOLE 0 0 0 20590 INTUIT COM 461202103 515 1337 SH SOLE 0 0 0 1337 INVESCO LTD SHS G491BT108 753 46685 SH SOLE 0 0 0 46685 INVESCO QQQ TR UNIT SER 1 46090E103 11 40 SH SOLE 0 0 0 40 IRON MTN INC NEW COM 46284V101 2296 47165 SH SOLE 0 0 0 47165 ISHARES TR COHEN STEER REIT 464287564 42 690 SH SOLE 0 0 0 690 JPMORGAN CHASE & CO COM 46625H100 544 4832 SH SOLE 0 0 0 4832 KOHLS CORP COM 500255104 86 2400 SH SOLE 0 0 0 2400 KRAFT HEINZ CO COM 500754106 999 26205 SH SOLE 0 0 0 26205 LAS VEGAS SANDS CORP COM 517834107 68 2030 SH SOLE 0 0 0 2030 LOCKHEED MARTIN CORP COM 539830109 147 343 SH SOLE 0 0 0 343 LOWES COS INC COM 548661107 208 1190 SH SOLE 0 0 0 1190 LUMEN TECHNOLOGIES INC COM 550241103 1806 165505 SH SOLE 0 0 0 165505 MASTERCARD INCORPORATED CL A 57636Q104 567 1796 SH SOLE 0 0 0 1796 MCDONALDS CORP COM 580135101 39 156 SH SOLE 0 0 0 156 MICROSOFT CORP COM 594918104 663 2580 SH SOLE 0 0 0 2580 NEW YORK CMNTY BANCORP INC COM 649445103 800 87650 SH SOLE 0 0 0 87650 NORFOLK SOUTHN CORP COM 655844108 309 1359 SH SOLE 0 0 0 1359 NVIDIA CORPORATION COM 67066G104 433 2858 SH SOLE 0 0 0 2858 ONEOK INC NEW COM 682680103 981 17680 SH SOLE 0 0 0 17680 ORACLE CORP COM 68389X105 9 128 SH SOLE 0 0 0 128 PFIZER INC COM 717081103 1353 25803 SH SOLE 0 0 0 25803 PHILIP MORRIS INTL INC COM 718172109 1001 10140 SH SOLE 0 0 0 10140 PROCTER AND GAMBLE CO COM 742718109 144 1000 SH SOLE 0 0 0 1000 PRUDENTIAL FINL INC COM 744320102 1542 16120 SH SOLE 0 0 0 16120 RESTAURANT BRANDS INTL INC COM 76131D103 891 17770 SH SOLE 0 0 0 17770 SHELL PLC SPON ADS 780259305 90 1730 SH SOLE 0 0 0 1730 SPDR S&P 500 ETF TR TR UNIT 78462F103 206 546 SH SOLE 0 0 0 546 SPDR SER TR S&P DIVID ETF 78464A763 30 250 SH SOLE 0 0 0 250 STRYKER CORPORATION COM 863667101 155 780 SH SOLE 0 0 0 780 TESLA INC COM 88160R101 592 879 SH SOLE 0 0 0 879 TEXAS INSTRS INC COM 882508104 224 1460 SH SOLE 0 0 0 1460 THERMO FISHER SCIENTIFIC INC COM 883556102 685 1260 SH SOLE 0 0 0 1260 UNITEDHEALTH GROUP INC COM 91324P102 339 660 SH SOLE 0 0 0 660 VERACYTE INC COM 92337F107 4 225 SH SOLE 0 0 0 225 VIATRIS INC COM 92556V106 14 1364 SH SOLE 0 0 0 1364 WALGREENS BOOTS ALLIANCE INC COM 931427108 1373 36232 SH SOLE 0 0 0 36232 WARNER BROS DISCOVERY INC COM SER A 934423104 136 10136 SH SOLE 0 0 0 10136