Physician Wealth Solutions

Physician Wealth Solutions as of March 31, 2025

Portfolio Holdings for Physician Wealth Solutions

Physician Wealth Solutions holds 41 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 11.7 $23M 607k 38.44
Dimensional Etf Trust Core Fixed Incom (DFCF) 10.1 $20M 480k 42.06
Dimensional Etf Trust Inflation Prote (DFIP) 7.4 $15M 351k 42.11
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 6.9 $14M 278k 49.62
American Centy Etf Tr Real Estate Etf (AVRE) 6.7 $13M 308k 43.01
Dimensional Etf Trust Us Small Cap Val (DFSV) 6.2 $12M 440k 28.15
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.1 $10M 382k 26.46
Dimensional Etf Trust Intl Core Equity (DFIC) 4.9 $9.7M 348k 27.77
Dimensional Etf Trust Us Equity Market (DFUS) 4.7 $9.4M 155k 60.48
Dimensional Etf Trust Intl Small Cap V (DISV) 4.6 $9.2M 317k 29.12
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.5 $7.0M 143k 48.82
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.3 $6.6M 100k 66.27
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.3 $6.5M 197k 32.99
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.3 $4.7M 67k 69.74
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.0 $4.1M 68k 60.17
Ishares Tr National Mun Etf (MUB) 2.0 $3.9M 37k 105.44
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.8 $3.6M 41k 87.17
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.6 $3.2M 63k 51.49
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.6 $3.2M 53k 59.75
American Centy Etf Tr Us Eqt Etf (AVUS) 1.4 $2.8M 31k 92.38
Vanguard Bd Index Fds Intermed Term (BIV) 1.4 $2.7M 35k 76.57
Dimensional Etf Trust World Ex Us Core (DFAX) 1.3 $2.5M 95k 26.20
Schwab Strategic Tr Us Tips Etf (SCHP) 1.1 $2.2M 82k 26.89
Dimensional Etf Trust Global Real Est (DFGR) 0.6 $1.2M 47k 26.26
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.6 $1.2M 26k 47.57
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.1M 53k 21.53
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $914k 18k 49.90
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $763k 2.8k 274.84
Ishares Tr Core Intl Aggr (IAGG) 0.4 $762k 15k 49.99
Vulcan Materials Company (VMC) 0.2 $491k 2.1k 233.30
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $426k 7.3k 58.69
Ishares Tr Short Treas Bd (SHV) 0.2 $415k 3.8k 110.46
Ishares U S Etf Tr Short Duration B (NEAR) 0.2 $402k 7.9k 50.87
Advanced Micro Devices (AMD) 0.2 $363k 3.5k 102.74
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $342k 8.3k 41.21
Netflix (NFLX) 0.1 $283k 303.00 932.53
Vanguard Index Fds Large Cap Etf (VV) 0.1 $261k 1.0k 257.03
Amazon (AMZN) 0.1 $245k 1.3k 190.26
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $244k 7.4k 33.14
Vanguard Index Fds Growth Etf (VUG) 0.1 $236k 637.00 370.82
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $208k 5.8k 35.81