Titelia

Holdings of Disciplina Capital Management LLC

63 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 86.8 % of the equity sleeve

Sector breakdown

  • Funds 3.7 %
  • Consumer discretionary 0.1 %
  • Technology 0.1 %
  • Unattributed 96.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • DK 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US62886M $100.00 %
DK115.3K $0.00 %

Positions

CompanySharesValueWeight
iShares Core U.S. Aggregate Bond ETF 2,237,842222.2M $
iShares Core S&P Total U.S. Stock Market ETF 1,343,930191.4M $
iShares Core MSCI EAFE ETF 887,50980.3M $
iShares Trust 795,50469M $
iShares Core U.S. REIT ETF 861,27751M $
Avantis US Equity ETF 428,12347.6M $
WisdomTree Trust 665,79733.5M $
iShares Core MSCI Emerging Markets ETF 457,97131.9M $
PGIM ETF Trust 449,95122.3M $
Avantis International Equity ETF 232,83419.8M $
iShares Core S&P 500 ETF 23,88015.6M $
iShares Trust 267,69414.1M $
Vanguard Short-term Bond Etf 179,21914.1M $
Vanguard S&P 500 ETF 22,58413.5M $
Vanguard Total World Stock ETF 90,91112.6M $
abrdn Bloomberg All Commodity Strategy K-1 Free ETF 472,09211.5M $
iShares U.S. ETF Trust 192,07411.4M $
Avantis Emerging Markets Equity ETF 105,5638.5M $
Vanguard FTSE Developed Markets ETF 91,6605.9M $
iShares Core MSCI Total International Stock ETF 44,7603.9M $
Select Sector Spdr Trust 25,3051.6M $
Home Depot Inc/The 3,1531M $
Vanguard International Equity Index Funds 17,084923.4K $
Vanguard Real Estate ETF 2,625232.9K $
VANGUARD SCOTTSDALE FUNDS 1,985186.1K $
Vanguard Scottsdale Funds 2,900169.8K $
NVIDIA Corp 845147.4K $
Quanta Services Inc 253139.1K $
Vanguard Scottsdale Funds 500114.5K $
Alphabet Inc 34599.2K $
Applied Materials Inc 27293.1K $
Meta Platforms Inc 13979.8K $
BlackRock, Inc. 7976.3K $
United Rentals Inc 10173.5K $
Charles Schwab Corp/The 76371.7K $
JPMorgan Chase & Co 23769.8K $
Analog Devices Inc 20866.3K $
Oracle Corp 43263.5K $
Amazon.com Inc 30563.5K $
Vanguard Russell 1000 Growth ETF 56061.4K $
Vanguard Growth ETF 14061.2K $
Apple Inc 23660K $
Palo Alto Networks Inc 33553.7K $
Axon Enterprise Inc 12251.8K $
Targa Resources Corp 19248.2K $
Visa Inc 15948.1K $
Intuitive Surgical Inc 10247K $
Waste Management Inc 19945.7K $
S&P Global Inc 9942K $
Boston Scientific Corp 63239.7K $
Stryker Corp 11838.8K $
ServiceNow Inc 36037.6K $
PIMCO Enhanced Short Maturity 35535.7K $
Salesforce Inc 17532.7K $
Arthur J Gallagher & Co 14331.1K $
Adobe Inc 12229.7K $
Lennar Corp 29825.9K $
Novo Nordisk A/S 41615.3K $
PayPal Holdings Inc 29613.4K $
McKesson Corp 1513K $
Netflix Inc 403.8K $
Eli Lilly & Co 43.7K $
Millrose Properties Inc 24660 $