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