Physician Wealth Solutions

Physician Wealth Solutions as of Dec. 31, 2023

Portfolio Holdings for Physician Wealth Solutions

Physician Wealth Solutions holds 37 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 9.5 $9.5M 287k 33.25
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 8.9 $8.9M 175k 51.05
Dimensional Etf Trust Us Equity Etf (DFUS) 8.0 $8.0M 155k 51.83
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.7 $5.7M 95k 60.43
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.6 $5.6M 226k 24.96
American Centy Etf Tr Real Estate Etf (AVRE) 5.4 $5.5M 126k 43.31
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.2 $5.2M 178k 29.12
Dimensional Etf Trust Intl Core Equity (DFIC) 4.9 $4.9M 191k 25.53
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.8 $3.8M 90k 42.40
Dimensional Etf Trust Inflation Prote (DFIP) 3.4 $3.4M 83k 41.28
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.3 $3.3M 53k 62.49
Dimensional Etf Trust Intl Small Cap V (DISV) 3.2 $3.2M 125k 25.79
Vanguard Bd Index Fds Intermed Term (BIV) 3.2 $3.2M 42k 76.38
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.2 $3.2M 61k 52.33
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.1 $3.2M 53k 59.62
Ishares Tr National Mun Etf (MUB) 2.8 $2.8M 26k 108.41
American Centy Etf Tr Us Eqt Etf (AVUS) 2.5 $2.5M 30k 81.55
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.4 $2.4M 27k 89.80
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.3 $2.3M 40k 56.39
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.2 $2.2M 46k 49.36
Schwab Strategic Tr Us Tips Etf (SCHP) 2.0 $2.0M 39k 52.20
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.3 $1.3M 27k 48.51
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $1.0M 35k 29.23
Ishares Tr Core Intl Aggr (IAGG) 1.0 $1.0M 21k 49.80
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $966k 17k 55.67
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $889k 19k 47.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $660k 2.8k 237.22
Advanced Micro Devices (AMD) 0.5 $529k 3.6k 147.41
Vulcan Materials Company (VMC) 0.5 $478k 2.1k 227.01
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $410k 7.0k 58.33
Ishares Tr Short Treas Bd (SHV) 0.4 $403k 3.7k 110.13
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $373k 15k 24.42
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $309k 8.3k 37.22
Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.3 $252k 5.0k 50.52
Vanguard Index Fds Large Cap Etf (VV) 0.2 $221k 1.0k 218.15
Vanguard Index Fds Growth Etf (VUG) 0.2 $208k 669.00 310.88
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $206k 7.9k 25.98