Physician Wealth Solutions

Physician Wealth Solutions as of March 31, 2024

Portfolio Holdings for Physician Wealth Solutions

Physician Wealth Solutions holds 38 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 10.1 $12M 330k 36.54
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 7.7 $9.1M 180k 50.60
Dimensional Etf Trust Us Equity Etf (DFUS) 7.4 $8.8M 155k 56.98
American Centy Etf Tr Real Estate Etf (AVRE) 6.6 $7.9M 187k 42.28
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.2 $7.4M 292k 25.49
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.9 $7.1M 234k 30.10
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.1 $6.1M 96k 63.74
Dimensional Etf Trust Intl Core Equity (DFIC) 5.0 $6.0M 224k 26.75
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.8 $5.8M 137k 41.95
Dimensional Etf Trust Intl Small Cap V (DISV) 4.1 $4.8M 178k 27.19
Dimensional Etf Trust Inflation Prote (DFIP) 4.0 $4.8M 116k 41.25
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.2 $3.8M 58k 65.86
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.8 $3.3M 61k 54.43
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.8 $3.3M 53k 62.34
Vanguard Bd Index Fds Intermed Term (BIV) 2.4 $2.9M 38k 75.40
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.4 $2.8M 57k 49.19
Ishares Tr National Mun Etf (MUB) 2.4 $2.8M 26k 107.60
American Centy Etf Tr Us Eqt Etf (AVUS) 2.2 $2.7M 30k 89.50
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.2 $2.7M 28k 93.71
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.1 $2.5M 43k 57.96
Schwab Strategic Tr Us Tips Etf (SCHP) 1.7 $2.1M 40k 52.16
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.3 $1.6M 49k 31.95
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.1 $1.3M 26k 48.09
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $1.1M 17k 61.05
Ishares Tr Core Intl Aggr (IAGG) 0.9 $1.0M 21k 49.95
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $723k 2.8k 259.90
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $690k 14k 47.89
Advanced Micro Devices (AMD) 0.5 $648k 3.6k 180.49
Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $611k 24k 25.44
Vulcan Materials Company (VMC) 0.5 $575k 2.1k 272.92
Ishares Tr Short Treas Bd (SHV) 0.3 $356k 3.2k 110.54
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $354k 6.1k 58.07
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $340k 8.3k 40.90
Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.2 $251k 5.0k 50.46
Vanguard Index Fds Large Cap Etf (VV) 0.2 $243k 1.0k 239.76
Amazon (AMZN) 0.2 $232k 1.3k 180.38
Vanguard Index Fds Growth Etf (VUG) 0.2 $219k 637.00 344.20
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $208k 8.1k 25.53