Filling information for Disciplined Equity Management, Inc. as Treemap, investor disclosed 53 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 375558103 | 375558103 | GILEAD SCIENCES INC | COM | 16594 | 200 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 1648326 | 12574 | |
| 25434V732 | 25434V732 | DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 154751 | 6560 | |
| 25434V807 | 25434V807 | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 11363751 | 352583 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 196251 | 1900 | |
| 931427108 | 931427108 | WALGREENS BOOTS ALLIANCE INC | COM | 1495689 | 43253 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 944906 | 3310 | |
| 01881G106 | 01881G106 | ALLIANCEBERNSTEIN HLDG L P | UNIT LTD PARTN | 1685892 | 46113 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 940455 | 1990 | |
| 097023105 | 097023105 | BOEING CO | COM | 724387 | 3410 | |
| 681919106 | 681919106 | OMNICOM GROUP INC | COM | 1238402 | 13127 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 223527 | 546 | |
| 25434V799 | 25434V799 | DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 392982 | 16330 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 777951 | 5970 | |
| 25434V708 | 25434V708 | DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 797779 | 31310 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 871679 | 45282 | |
| 918204108 | 918204108 | V F CORP | COM | 120278 | 5250 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 123969 | 430 | |
| 46284V101 | 46284V101 | IRON MTN INC DEL | COM | 2156877 | 40765 | |
| 25434V401 | 25434V401 | DIMENSIONAL ETF TRUST | US EQUITY ETF | 20369734 | 458468 | |
| 717081103 | 717081103 | PFIZER INC | COM | 8568 | 210 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 114874 | 243 | |
| 037833100 | 037833100 | APPLE INC | COM | 121367 | 736 | |
| 02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 1822058 | 40835 | |
| 25434V724 | 25434V724 | DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 20025326 | 598128 | |
| 09260D107 | 09260D107 | BLACKSTONE INC | COM | 919861 | 10472 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 146844 | 900 | |
| 125269100 | 125269100 | CF INDS HLDGS INC | COM | 261689 | 3610 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 870661 | 9370 | |
| 872590104 | 872590104 | T-MOBILE US INC | COM | 718407 | 4960 | |
| 723787107 | 723787107 | PIONEER NAT RES CO | COM | 1652506 | 8091 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 237965 | 1190 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 778788 | 2143 | |
| 88579Y101 | 88579Y101 | 3M CO | COM | 1533345 | 14588 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 9938 | 20 | |
| 25434V609 | 25434V609 | DIMENSIONAL ETF TRUST | US TARGETED VLU | 14407365 | 323761 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 97922 | 472 | |
| 086516101 | 086516101 | BEST BUY INC | COM | 1164110 | 14873 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 14261 | 51 | |
| 744320102 | 744320102 | PRUDENTIAL FINL INC | COM | 1434712 | 17340 | |
| 31620R303 | 31620R303 | FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 875905 | 25076 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 1903083 | 48935 | |
| 882508104 | 882508104 | TEXAS INSTRS INC | COM | 271575 | 1460 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 980280 | 10080 | |
| 460146103 | 460146103 | INTERNATIONAL PAPER CO | COM | 1111370 | 30820 | |
| 649445103 | 649445103 | NEW YORK CMNTY BANCORP INC | COM | 1018790 | 112698 | |
| 25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 14209291 | 269626 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 855254 | 3079 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 651737 | 2848 | |
| 09857L108 | 09857L108 | BOOKING HOLDINGS INC | COM | 689627 | 260 | |
| 682680103 | 682680103 | ONEOK INC NEW | COM | 1074780 | 16915 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 2075 | 20 | |
| 260557103 | 260557103 | DOW INC | COM | 1884657 | 34379 |