Physician Wealth Solutions

Physician Wealth Solutions as of Sept. 30, 2024

Portfolio Holdings for Physician Wealth Solutions

Physician Wealth Solutions holds 41 positions in its portfolio as reported in the September 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) 12.6 $25M 631k 40.09
Dimensional Etf Trust Core Fixed Incom (DFCF) 9.9 $20M 473k 41.98
Dimensional Etf Trust Inflation Prote (DFIP) 7.3 $15M 353k 41.33
American Centy Etf Tr Real Estate Etf (AVRE) 7.1 $14M 311k 45.56
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 7.0 $14M 280k 50.34
Dimensional Etf Trust Us Small Cap Val (DFSV) 7.0 $14M 455k 30.81
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.1 $10M 379k 27.21
Dimensional Etf Trust Us Equity Market (DFUS) 4.9 $9.8M 155k 62.90
Dimensional Etf Trust Intl Core Equity (DFIC) 4.3 $8.7M 323k 26.89
Dimensional Etf Trust Intl Small Cap V (DISV) 3.9 $7.9M 287k 27.53
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.7 $7.4M 215k 34.60
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.5 $7.1M 142k 49.79
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.1 $6.3M 98k 64.18
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.2 $4.4M 66k 67.03
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.8 $3.6M 37k 95.81
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.7 $3.4M 53k 64.98
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.7 $3.4M 61k 55.64
Ishares Tr National Mun Etf (MUB) 1.6 $3.2M 30k 107.02
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.6 $3.2M 51k 62.75
American Centy Etf Tr Us Eqt Etf (AVUS) 1.4 $2.8M 30k 96.11
Vanguard Bd Index Fds Intermed Term (BIV) 1.4 $2.8M 37k 76.01
Dimensional Etf Trust World Ex Us Core (DFAX) 1.2 $2.5M 95k 25.95
Schwab Strategic Tr Us Tips Etf (SCHP) 1.1 $2.2M 84k 26.34
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.3M 57k 22.43
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.6 $1.2M 26k 47.97
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $892k 18k 48.78
Ishares Tr Core Intl Aggr (IAGG) 0.4 $838k 16k 51.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $794k 2.8k 286.37
Vulcan Materials Company (VMC) 0.3 $582k 2.1k 276.23
Advanced Micro Devices (AMD) 0.3 $525k 3.5k 148.60
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $414k 15k 27.98
Ishares Tr Short Treas Bd (SHV) 0.2 $403k 3.6k 110.55
Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.2 $401k 7.9k 50.78
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $399k 6.8k 58.45
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $347k 8.3k 41.76
Vanguard Index Fds Large Cap Etf (VV) 0.1 $270k 1.0k 266.27
Vanguard Index Fds Growth Etf (VUG) 0.1 $251k 637.00 394.25
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $251k 7.4k 34.07
Amazon (AMZN) 0.1 $248k 1.3k 192.73
Netflix (NFLX) 0.1 $228k 303.00 753.74
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $218k 5.8k 37.56