Physician Wealth Solutions

Physician Wealth Solutions as of June 30, 2024

Portfolio Holdings for Physician Wealth Solutions

Physician Wealth Solutions holds 41 positions in its portfolio as reported in the June 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) 10.8 $15M 403k 37.49
American Centy Etf Tr Real Estate Etf (AVRE) 7.5 $11M 255k 41.22
Dimensional Etf Trust Us Small Cap Val (DFSV) 7.1 $10M 347k 28.78
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 6.7 $9.3M 186k 50.11
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.6 $9.3M 346k 26.73
Dimensional Etf Trust Us Equity Etf (DFUS) 6.5 $9.1M 155k 58.85
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.0 $8.5M 204k 41.54
Dimensional Etf Trust Intl Core Equity (DFIC) 5.1 $7.2M 272k 26.29
Dimensional Etf Trust Intl Small Cap V (DISV) 4.6 $6.5M 241k 26.91
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.3 $6.0M 97k 62.26
Dimensional Etf Trust Inflation Prote (DFIP) 4.2 $5.9M 145k 40.84
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.9 $4.0M 62k 64.95
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.8 $4.0M 81k 48.67
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.3 $3.2M 53k 60.08
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.3 $3.2M 61k 51.87
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.1 $2.9M 33k 89.72
Vanguard Bd Index Fds Intermed Term (BIV) 2.0 $2.9M 38k 74.89
Ishares Tr National Mun Etf (MUB) 2.0 $2.8M 27k 106.55
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.0 $2.7M 45k 61.09
American Centy Etf Tr Us Eqt Etf (AVUS) 1.9 $2.7M 30k 90.19
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.6 $2.2M 68k 32.24
Schwab Strategic Tr Us Tips Etf (SCHP) 1.5 $2.1M 40k 52.01
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.9 $1.2M 26k 47.77
Dimensional Etf Trust World Ex Us Core (DFAX) 0.8 $1.1M 41k 25.42
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $1.0M 17k 62.87
Ishares Tr Core Intl Aggr (IAGG) 0.7 $1.0M 21k 49.92
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $793k 16k 48.54
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $741k 2.8k 267.51
Advanced Micro Devices (AMD) 0.4 $582k 3.6k 162.21
Vulcan Materials Company (VMC) 0.4 $524k 2.1k 248.68
Ishares Tr Short Treas Bd (SHV) 0.3 $367k 3.3k 110.50
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $363k 6.3k 57.99
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $326k 8.3k 39.27
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $314k 13k 24.99
Vanguard Index Fds Large Cap Etf (VV) 0.2 $253k 1.0k 249.62
Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.2 $252k 5.0k 50.33
Amazon (AMZN) 0.2 $249k 1.3k 193.25
Vanguard Index Fds Growth Etf (VUG) 0.2 $238k 637.00 374.01
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $235k 7.4k 31.99
Netflix (NFLX) 0.1 $205k 303.00 674.88
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $202k 5.8k 34.86