Compliance

0000909012-24-000011.txt : 20240202 0000909012-24-000011.hdr.sgml : 20240202 20240202123925 ACCESSION NUMBER: 0000909012-24-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240202 DATE AS OF CHANGE: 20240202 EFFECTIVENESS DATE: 20240202 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Disciplined Equity Management, Inc. CENTRAL INDEX KEY: 0001909380 ORGANIZATION NAME: 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: 24589725 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 12-31-2023 12-31-2023 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 01-30-2024 0 112 145725507 false INFORMATION TABLE 2 informationtable.xml ABBOTT LABS COM 002824100 55035 500 SH SOLE 0 500 0 0 ABBVIE INC COM 00287Y109 77485 500 SH SOLE 0 500 0 0 ADOBE INC COM 00724F101 22671 38 SH SOLE 0 38 0 0 ALPHABET INC CAP STK CL C 02079K107 198148 1406 SH SOLE 0 1406 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 109277 2570 SH SOLE 0 2570 0 0 AMAZON COM INC COM 023135106 123680 814 SH SOLE 0 814 0 0 AMERICAN TOWER CORP NEW COM 03027X100 86352 400 SH SOLE 0 400 0 0 APPLE INC COM 037833100 1167502 6064 SH SOLE 0 6064 0 0 BERRY GLOBAL GROUP INC COM 08579W103 6200 92 SH SOLE 0 92 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 132432 2581 SH SOLE 0 2581 0 0 CAPITAL ONE FINL CORP COM 14040H105 3278 25 SH SOLE 0 25 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 83567 215 SH SOLE 0 215 0 0 CIRRUS LOGIC INC COM 172755100 83190 1000 SH SOLE 0 1000 0 0 CISCO SYS INC COM 17275R102 151560 3000 SH SOLE 0 3000 0 0 COMCAST CORP NEW CL A 20030N101 75773 1728 SH SOLE 0 1728 0 0 DANAHER CORPORATION COM 235851102 52515 227 SH SOLE 0 227 0 0 DELL TECHNOLOGIES INC CL C 24703L202 9257 121 SH SOLE 0 121 0 0 DIGITAL RLTY TR INC COM 253868103 67290 500 SH SOLE 0 500 0 0 DISNEY WALT CO COM 254687106 63203 700 SH SOLE 0 700 0 0 ELEVANCE HEALTH INC COM 036752103 6131 13 SH SOLE 0 13 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 7330 19 SH SOLE 0 19 0 0 INTEL CORP COM 458140100 125625 2500 SH SOLE 0 2500 0 0 IPG PHOTONICS CORP COM 44980X109 43416 400 SH SOLE 0 400 0 0 JPMORGAN CHASE & CO COM 46625H100 351767 2068 SH SOLE 0 2068 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 68187 300 SH SOLE 0 300 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 1854 23 SH SOLE 0 23 0 0 MASTERCARD INCORPORATED CL A 57636Q104 20046 47 SH SOLE 0 47 0 0 MERCADOLIBRE INC COM 58733R102 42432 27 SH SOLE 0 27 0 0 META PLATFORMS INC CL A 30303M102 50971 144 SH SOLE 0 144 0 0 MICROSOFT CORP COM 594918104 212839 566 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