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Physician Wealth Solutions

Latest statistics and disclosures from Physician Wealth Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, VTEB, DFUS, AVRE, DFEM, and represent 38.09% of Physician Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: AVRE, DFCF, DFSV, DFEM, DFAU, DISV, DFIP, DFIC, BNDX, DFAC.
Started 1 new stock position in AMZN.
Reduced shares in these 9 stocks: BIV, VTIP, VGSH, SHV, DFNM, AVUS, VUG, DFAT, SCHB.
Physician Wealth Solutions was a net buyer of stock by $15M.
Physician Wealth Solutions has $119M in assets under management (AUM), dropping by 18.89%.
Central Index Key (CIK): 0002007116

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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	+15%	330k	36.54	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	7.7	$9.1M	+3%	180k	50.60	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	7.4	$8.8M		155k	56.98	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	6.6	$7.9M	+48%	187k	42.28	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.2	$7.4M	+29%	292k	25.49	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	5.9	$7.1M	+31%	234k	30.10	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.1	$6.1M		96k	63.74	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.0	$6.0M	+17%	224k	26.75	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.8	$5.8M	+53%	137k	41.95	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.1	$4.8M	+42%	178k	27.19	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	4.0	$4.8M	+40%	116k	41.25	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.2	$3.8M	+9%	58k	65.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.8	$3.3M		61k	54.43	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.8	$3.3M		53k	62.34	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.4	$2.9M	-8%	38k	75.40	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.4	$2.8M	+25%	57k	49.19	View chart
Ishares Tr National Mun Etf (MUB)	2.4	$2.8M	+2%	26k	107.60	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.2	$2.7M		30k	89.50	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.2	$2.7M	+5%	28k	93.71	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.1	$2.5M	+6%	43k	57.96	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.7	$2.1M	+2%	40k	52.16	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.3	$1.6M	+39%	49k	31.95	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.1	$1.3M	-3%	26k	48.09	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.9	$1.1M		17k	61.05	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.9	$1.0M		21k	49.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$723k		2.8k	259.90	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$690k	-22%	14k	47.89	View chart
Advanced Micro Devices (AMD)	0.5	$648k		3.6k	180.49	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$611k	+57%	24k	25.44	View chart
Vulcan Materials Company (VMC)	0.5	$575k		2.1k	272.92	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$356k	-11%	3.2k	110.54	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$354k	-13%	6.1k	58.07	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$340k		8.3k	40.90	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.2	$251k		5.0k	50.46	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$243k		1.0k	239.76	View chart
Amazon (AMZN)	0.2	$232k	NEW	1.3k	180.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$219k	-4%	637.00	344.20	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$208k	+2%	8.1k	25.53	View chart

Past Filings by Physician Wealth Solutions

SEC 13F filings are viewable for Physician Wealth Solutions going back to 2023

Physician Wealth Solutions 2024 Q1 filed April 22, 2024
Physician Wealth Solutions 2023 Q4 filed Jan. 9, 2024

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