Physician Wealth Solutions

Physician Wealth Solutions as of June 30, 2025

Portfolio Holdings for Physician Wealth Solutions

Physician Wealth Solutions holds 45 positions in its portfolio as reported in the June 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) 12.7 $28M 649k 42.36
Dimensional Etf Trust Core Fixed Incom (DFCF) 9.0 $20M 461k 42.26
Dimensional Etf Trust Inflation Prote (DFIP) 6.8 $15M 350k 41.81
American Centy Etf Tr Real Estate Etf (AVRE) 6.1 $13M 298k 44.16
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.9 $13M 436k 29.43
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.0 $11M 366k 29.68
Dimensional Etf Trust Us Equity Market (DFUS) 5.0 $11M 160k 67.02
Dimensional Etf Trust Intl Core Equity (DFIC) 4.8 $10M 333k 31.09
Dimensional Etf Trust Intl Small Cap V (DISV) 4.5 $9.8M 297k 32.91
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.4 $9.6M 195k 49.03
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.5 $7.5M 101k 74.01
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.4 $7.4M 206k 35.84
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.2 $7.0M 141k 49.51
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.9 $6.2M 68k 91.10
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 2.5 $5.3M 72k 73.57
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.4 $5.1M 65k 79.28
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.2 $4.8M 70k 68.54
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.8 $4.0M 74k 53.96
American Centy Etf Tr Us Eqt Etf (AVUS) 1.8 $3.9M 39k 100.82
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.6 $3.4M 53k 63.71
Dimensional Etf Trust World Ex Us Core (DFAX) 1.2 $2.6M 90k 29.37
Ishares Tr National Mun Etf (MUB) 1.2 $2.6M 25k 104.48
Vanguard Bd Index Fds Intermed Term (BIV) 1.1 $2.5M 32k 77.34
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $2.1M 78k 26.68
Dimensional Etf Trust Global Real Est (DFGR) 0.7 $1.5M 58k 26.83
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.3M 53k 23.83
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.5 $1.1M 24k 47.43
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $880k 2.9k 303.93
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $822k 16k 50.27
Vanguard Wellington Short Trm Tax Ex (VTES) 0.4 $821k 8.1k 100.93
Ishares Tr Core Intl Aggr (IAGG) 0.4 $779k 15k 51.09
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $728k 9.2k 78.70
Vulcan Materials Company (VMC) 0.3 $549k 2.1k 260.82
Advanced Micro Devices (AMD) 0.2 $501k 3.5k 141.90
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $473k 8.0k 58.78
Netflix (NFLX) 0.2 $406k 303.00 1339.13
Ishares U S Etf Tr Short Duration B (NEAR) 0.2 $403k 7.9k 51.10
Ishares Tr Short Treas Bd (SHV) 0.2 $373k 3.4k 110.42
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $351k 8.3k 42.28
Vanguard Index Fds Large Cap Etf (VV) 0.1 $290k 1.0k 285.30
Amazon (AMZN) 0.1 $282k 1.3k 219.39
Vanguard Index Fds Growth Etf (VUG) 0.1 $279k 637.00 438.40
American Centy Etf Tr Emerging Mkt Val (AVES) 0.1 $233k 4.4k 53.54
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $228k 5.8k 39.25
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $222k 6.2k 35.56