Physician Wealth Solutions

Physician Wealth Solutions as of Dec. 31, 2024

Portfolio Holdings for Physician Wealth Solutions

Physician Wealth Solutions holds 41 positions in its portfolio as reported in the December 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) 12.9 $26M 638k 40.49
Dimensional Etf Trust Core Fixed Incom (DFCF) 9.9 $20M 480k 41.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 7.2 $15M 288k 50.13
Dimensional Etf Trust Inflation Prote (DFIP) 7.2 $14M 355k 40.49
Dimensional Etf Trust Us Small Cap Val (DFSV) 7.0 $14M 452k 30.78
American Centy Etf Tr Real Estate Etf (AVRE) 6.6 $13M 314k 41.92
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.0 $10M 380k 26.19
Dimensional Etf Trust Us Equity Market (DFUS) 5.0 $9.9M 155k 63.75
Dimensional Etf Trust Intl Core Equity (DFIC) 4.3 $8.5M 330k 25.84
Dimensional Etf Trust Intl Small Cap V (DISV) 3.9 $7.8M 295k 26.57
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.7 $7.4M 214k 34.59
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.5 $7.0M 143k 49.05
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.1 $6.1M 100k 61.37
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.2 $4.4M 68k 65.08
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.9 $3.8M 39k 96.53
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.7 $3.4M 53k 65.08
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.7 $3.4M 61k 55.66
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.6 $3.3M 56k 58.79
Ishares Tr National Mun Etf (MUB) 1.6 $3.2M 30k 106.55
American Centy Etf Tr Us Eqt Etf (AVUS) 1.4 $2.8M 29k 96.93
Vanguard Bd Index Fds Intermed Term (BIV) 1.4 $2.7M 37k 74.73
Dimensional Etf Trust World Ex Us Core (DFAX) 1.2 $2.4M 95k 24.86
Schwab Strategic Tr Us Tips Etf (SCHP) 1.1 $2.2M 84k 25.83
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.3M 57k 22.70
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.6 $1.2M 26k 47.77
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $902k 19k 48.42
Ishares Tr Core Intl Aggr (IAGG) 0.4 $811k 16k 49.92
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $803k 2.8k 289.81
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $613k 24k 25.54
Vulcan Materials Company (VMC) 0.3 $542k 2.1k 257.23
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $439k 7.5k 58.18
Ishares Tr Short Treas Bd (SHV) 0.2 $429k 3.9k 110.11
Advanced Micro Devices (AMD) 0.2 $426k 3.5k 120.79
Ishares U S Etf Tr Short Duration B (NEAR) 0.2 $398k 7.9k 50.50
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $340k 8.3k 40.92
Amazon (AMZN) 0.1 $282k 1.3k 219.39
Vanguard Index Fds Large Cap Etf (VV) 0.1 $274k 1.0k 269.70
Netflix (NFLX) 0.1 $270k 303.00 891.32
Vanguard Index Fds Growth Etf (VUG) 0.1 $262k 637.00 410.44
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $249k 7.4k 33.79
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $220k 5.8k 37.90