0000909012-22-000042.txt : 20220214
0000909012-22-000042.hdr.sgml : 20220214
20220214154533
ACCESSION NUMBER: 0000909012-22-000042
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220214
DATE AS OF CHANGE: 20220214
EFFECTIVENESS DATE: 20220214
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: 22630787
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
12-31-2021
12-31-2021
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
02-11-2022
0
41
103583
false
INFORMATION TABLE
2
aci_13f.xml
3M Company
Equities
88579Y101
1067
6009
SH
SOLE
0
0
0
6009
Abbvie Inc
Equities
00287Y109
2002
14789
SH
SOLE
0
0
0
14789
AllianceBernstein Holdings LP
Equities
01881G106
2191
44863
SH
SOLE
0
0
0
44863
Altria Group
Equities
02209S103
1713
36140
SH
SOLE
0
0
0
36140
Amazon Inc
Equities
023135106
317
95
SH
SOLE
0
0
0
95
Apollo Global Management
Equities
03768E105
2253
31104
SH
SOLE
0
0
0
31104
Apple Computer Inc
Equities
037833100
2033
11451
SH
SOLE
0
0
0
11451
AT&T Corporation
Equities
00206R102
837
34042
SH
SOLE
0
0
0
34042
CF Industries Holdings
Equities
125269100
256
3610
SH
SOLE
0
0
0
3610
Charter Communications Inc
Equities
16119P108
711
1091
SH
SOLE
0
0
0
1091
DFA TM Int Large Value
Equities
25434V807
11205
341416
SH
SOLE
0
0
0
341416
DFA TM US Equity ETF
Equities
25434V401
20885
403963
SH
SOLE
0
0
0
403963
DFA TM US Small Cap ETF
Equities
25434V500
14966
249470
SH
SOLE
0
0
0
249470
DFA TM US Targeted Value ETF
Equities
25434V609
15703
330458
SH
SOLE
0
0
0
330458
Dow Chemical Company
Equities
260557103
1496
26368
SH
SOLE
0
0
0
26368
Exxon Mobil Corp
Equities
30231G102
1833
29960
SH
SOLE
0
0
0
29960
International Business Machines
Equities
459200101
1743
13044
SH
SOLE
0
0
0
13044
International Paper Co
Equities
460146103
916
19490
SH
SOLE
0
0
0
19490
Intuit Inc
Equities
461202103
614
955
SH
SOLE
0
0
0
955
Invesco Ltd
Equities
G491BT108
955
41505
SH
SOLE
0
0
0
41505
Iron Mountain Inc
Equities
46284V101
2592
49535
SH
SOLE
0
0
0
49535
iShares Russell 1000 Growth ETF
Equities
464287614
277
905
SH
SOLE
0
0
0
905
JPMorgan Chase & Co
Equities
46625H100
692
4373
SH
SOLE
0
0
0
4373
Kraft Heinz Co
Equities
500754106
909
25325
SH
SOLE
0
0
0
25325
Lowes Companies Inc
Equities
548661107
308
1190
SH
SOLE
0
0
0
1190
Lumen Technologies
Equities
550241103
1651
131565
SH
SOLE
0
0
0
131565
MasterCard Inc Com
Equities
57636Q104
628
1747
SH
SOLE
0
0
0
1747
New York Community Bancorp
Equities
649445103
943
77260
SH
SOLE
0
0
0
77260
Nvidia Corp
Equities
67066G104
607
2065
SH
SOLE
0
0
0
2065
ONEOK Inc
Equities
682680103
1158
19710
SH
SOLE
0
0
0
19710
Pfizer Inc
Equities
717081103
2689
45543
SH
SOLE
0
0
0
45543
Philip Morris International
Equities
718172109
994
10460
SH
SOLE
0
0
0
10460
Proctor & Gamble
Equities
742718109
864
5281
SH
SOLE
0
0
0
5281
Prudential Financial Inc
Equities
744320102
1153
10650
SH
SOLE
0
0
0
10650
SPDR S&P 500 ETF
Equities
78462F103
259
546
SH
SOLE
0
0
0
546
Stryker Corporation
Equities
863667101
209
780
SH
SOLE
0
0
0
780
Tesla Motors Inc
Equities
88160R101
929
879
SH
SOLE
0
0
0
879
Texas Instruments Inc
Equities
882508104
275
1460
SH
SOLE
0
0
0
1460
UnitedHealth Group Inc
Equities
91324P102
331
660
SH
SOLE
0
0
0
660
Vertex Pharmaceuticals Inc
Equities
92532F100
672
3061
SH
SOLE
0
0
0
3061
Walgreens Boots Alliance
Equities
931427108
1747
33492
SH
SOLE
0
0
0
33492