Disciplina Capital Management LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$791.2B

Holdings

63

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (63 positions)

#StockSharesValue% PortfolioType
1
AGGiShares Core US Aggregate Bond
1,907,915$189.3B23.92%
2
ITOTiShares Total US Stock Market
1,150,349$155.3B19.63%
3
TLTiShares 20 Year Treasury Bond
731,687$64.6B8.16%
4
AQLTiShares Core MSCI EAFE
670,333$56.0B7.07%
5
AVUSAvantis US Equity
404,131$40.7B5.15%
6
USRTiShares Core US REIT
665,918$37.7B4.76%
7
IVViShares Core S&P 500
53,665$33.3B4.21%
8
EMLPFirst Trust NA Energy Infrastructure Fund
886,873$33.3B4.20%
9
USFRWisdomTree Floating Rate Treasury
618,653$31.1B3.93%
10
IEMGiShares Core MSCI Emerging Markets
384,465$23.1B2.92%
11
VTSAXVanguard Total Stock Mkt, ETF
64,000$19.5B2.46%
12
AVDEAmerican Centy ETF TR Avantis Intl EQT
222,580$16.5B2.08%
13
VOOVanguard S&P 500 ETF
25,369$14.4B1.82%
14
IGSBiShares Short Term Corporate Bd
262,308$13.8B1.75%
15
BSVVanguard Short-Term Bond Fund
175,036$13.8B1.74%
16
CMDYiShares Bloomberg Commodity Roll ETF
163,627$8.3B1.04%
17
BCIAbrdn Bloomberg Commodity ETF
394,947$8.2B1.04%
18
VEAVanguard FTSE Developed Markets ETF
125,615$7.2B0.91%
19
VTVanguard Total World Stock Idx, ETF
54,445$7.0B0.88%
20
AVEMAvantis Emg Mkts Eq
98,162$6.7B0.85%
21
VTVANGUARD TOTAL WORLD STOCK ETF
36,983$4.8B0.60%
22
VWOVANGUARD FTSE EMERGING MARKETS ETF
39,324$1.9B0.25%
23
XLEEnergy Select Sector SPDR
14,750$1.3B0.16%
24
HDHOME DEPOT INC
3,111$1.1B0.14%
25
VNQVANGUARD REAL ESTATE ETF
2,543$226.4M0.03%
26
IJHiShares Core S&P Mid-Cap
2,500$155.1M0.02%
27
NVDANVIDIA CORP
861$136.1M0.02%
28
AXONAXON ENTERPRISE INC
139$115.1M0.01%
29
METAMETA PLATFORMS INC CLASS
140$103.4M0.01%
30
IJRiShares Core S&P Small-Cap
919$100.4M0.01%
31
PWRQUANTA SVCS INC
257$97.2M0.01%
32
ORCLORACLE CORP
436$95.3M0.01%
33
URIUNITED RENTALS INC
113$85.3M0.01%
34
BLKCHFBLACKROCK INC NEW
78$82.0M0.01%
35
SCHWCHARLES SCHWAB CORP
842$76.8M0.01%
36
PANWPALO ALTO NETWORKS INC
374$76.5M0.01%
37
NOWSERVICENOW INC
72$74.0M0.01%
38
BSXBOSTON SCIENTIFIC CORP
674$72.4M0.01%
39
JPMJPMORGAN CHASE & CO
234$67.8M0.01%
40
AMZNAMAZON.COM INC
305$66.9M0.01%
41
RCLROYAL CARIBBEAN GROU
201$62.9M0.01%
42
VVISA INC CLASS
176$62.4M0.01%
43
ISRGINTUITIVE SURGICAL INC
114$61.9M0.01%
44
GOOGLALPHABET INC CLASS
350$61.7M0.01%
45
SPGIS&P GLOBAL INC
109$57.7M0.01%
46
ADIANALOG DEVICES INC
222$52.8M0.01%
47
SYKSTRYKER CORP
130$51.5M0.01%
48
WMWASTE MGMT INC DEL
222$50.7M0.01%
49
AMATAPPLIED MATLS INC
273$49.9M0.01%
50
AJGGALLAGHER ARTHUR J & CO
154$49.4M0.01%
51
ADBEADOBE INC
127$49.1M0.01%
52
AAPLAPPLE INC
236$48.3M0.01%
53
CRMSALESFORCE INC
174$47.5M0.01%
54
TRGPTARGA RES CORP
228$39.8M0.01%
55
MINTPIMCO Enhanced Short Maturity
355$35.7M0.00%
56
LENLENNAR CORP CLASS
294$32.6M0.00%
57
NVONOVO-NORDISK A S
416$28.7M0.00%
58
PYPLPAYPAL HLDGS INC
294$21.9M0.00%
59
MCKMCKESSON CORP
15$11.0M0.00%
60
SKAASKECHERS U S A INC CLASS
146$9.2M0.00%
61
NFLXNETFLIX INC
4$5.4M0.00%
62
SLBSCHLUMBERGER LTD
153$5.2M0.00%
63
MRPMILLROSE PPTYS INC CLASS
22$627K0.00%
64
IUSVISHARES CORE S&P US VALUE ETF
2$157K0.00%