0000909012-23-000002.txt : 20230113
0000909012-23-000002.hdr.sgml : 20230113
20230113092652
ACCESSION NUMBER: 0000909012-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230113
DATE AS OF CHANGE: 20230113
EFFECTIVENESS DATE: 20230113
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: 23527430
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
X0202
13F-HR
LIVE
false
false
false
0001909380
XXXXXXXX
12-31-2022
12-31-2022
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
01-12-2022
0
51
113038
false
INFORMATION TABLE
2
aci_13f.xml
3M CO
COM
88579Y101
852
7107
SH
SOLE
0
0
0
7107
ALLIANCEBERNSTEIN HLDG L P
UNIT LTD PARTN
01881G106
1553
45183
SH
SOLE
0
0
0
45183
ALPHABET INC
CAP STK CL A
02079K305
9
100
SH
SOLE
0
0
0
100
ALTRIA GROUP INC
COM
02209S103
1865
40805
SH
SOLE
0
0
0
40805
AMAZON COM INC
COM
023135106
163
1940
SH
SOLE
0
0
0
1940
APPLE INC
COM
037833100
701
5396
SH
SOLE
0
0
0
5396
AT&T INC
COM
00206R102
825
44822
SH
SOLE
0
0
0
44822
BEST BUY INC
COM
086516101
1233
15373
SH
SOLE
0
0
0
15373
BLACKSTONE INC
COM
09260D107
748
10082
SH
SOLE
0
0
0
10082
CF INDS HLDGS INC
COM
125269100
308
3610
SH
SOLE
0
0
0
3610
CHEVRON CORP NEW
COM
166764100
162
900
SH
SOLE
0
0
0
900
COSTCO WHSL CORP NEW
COM
22160K105
644
1410
SH
SOLE
0
0
0
1410
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
25434V732
147
6560
SH
SOLE
0
0
0
6560
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
10919
359170
SH
SOLE
0
0
0
359170
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
25434V799
364
16290
SH
SOLE
0
0
0
16290
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
759
31250
SH
SOLE
0
0
0
31250
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
18244
438451
SH
SOLE
0
0
0
438451
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
19581
584868
SH
SOLE
0
0
0
584868
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
13759
269002
SH
SOLE
0
0
0
269002
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
14539
330808
SH
SOLE
0
0
0
330808
DOW INC
COM
260557103
1753
34789
SH
SOLE
0
0
0
34789
FIDELITY NATIONAL FINANCIAL
FNF GROUP COM
31620R303
943
25076
SH
SOLE
0
0
0
25076
GILEAD SCIENCES INC
COM
375558103
2368
27586
SH
SOLE
0
0
0
27586
INTERNATIONAL BUSINESS MACHS
COM
459200101
1734
12304
SH
SOLE
0
0
0
12304
INTERNATIONAL PAPER CO
COM
460146103
157
4520
SH
SOLE
0
0
0
4520
IRON MTN INC DEL
COM
46284V101
2030
40715
SH
SOLE
0
0
0
40715
JPMORGAN CHASE & CO
COM
46625H100
806
6010
SH
SOLE
0
0
0
6010
LOCKHEED MARTIN CORP
COM
539830109
118
243
SH
SOLE
0
0
0
243
LOWES COS INC
COM
548661107
237
1190
SH
SOLE
0
0
0
1190
LUMEN TECHNOLOGIES INC
COM
550241103
552
105655
SH
SOLE
0
0
0
105655
MASTERCARD INCORPORATED
CL A
57636Q104
749
2154
SH
SOLE
0
0
0
2154
MCDONALDS CORP
COM
580135101
13
51
SH
SOLE
0
0
0
51
MICROSOFT CORP
COM
594918104
103
430
SH
SOLE
0
0
0
430
NEW YORK CMNTY BANCORP INC
COM
649445103
632
73450
SH
SOLE
0
0
0
73450
NVIDIA CORPORATION
COM
67066G104
333
2279
SH
SOLE
0
0
0
2279
OMNICOM GROUP INC
COM
681919106
1186
14537
SH
SOLE
0
0
0
14537
ONEOK INC NEW
COM
682680103
1169
17795
SH
SOLE
0
0
0
17795
ORACLE CORP
COM
68389X105
868
10621
SH
SOLE
0
0
0
10621
PFIZER INC
COM
717081103
761
14853
SH
SOLE
0
0
0
14853
PHILIP MORRIS INTL INC
COM
718172109
1015
10030
SH
SOLE
0
0
0
10030
PIONEER NAT RES CO
COM
723787107
1809
7921
SH
SOLE
0
0
0
7921
PRUDENTIAL FINL INC
COM
744320102
1685
16940
SH
SOLE
0
0
0
16940
SPDR S&P 500 ETF TR
TR UNIT
78462F103
209
546
SH
SOLE
0
0
0
546
STRYKER CORPORATION
COM
863667101
191
780
SH
SOLE
0
0
0
780
TESLA INC
COM
88160R101
395
3209
SH
SOLE
0
0
0
3209
TEXAS INSTRS INC
COM
882508104
241
1460
SH
SOLE
0
0
0
1460
T-MOBILE US INC
COM
872590104
694
4960
SH
SOLE
0
0
0
4960
UNITEDHEALTH GROUP INC
COM
91324P102
1027
1938
SH
SOLE
0
0
0
1938
V F CORP
COM
918204108
145
5250
SH
SOLE
0
0
0
5250
VERIZON COMMUNICATIONS INC
COM
92343V104
156
3970
SH
SOLE
0
0
0
3970
WALGREENS BOOTS ALLIANCE INC
COM
931427108
1584
42393
SH
SOLE
0
0
0
42393