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CIK: 0002007116
Total reported value
$263.8M
$263.8M
38 檔
17.2%
According to the latest 13F quarterly dataset, Physician Wealth Solutions Inc. managed an equity portfolio of $263.8M at the end of Q1 2024, spanning 38 distinct U.S. exchange-listed positions.
During Q1 2024, Physician Wealth Solutions Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 10.12% | +1.08% | +15.07% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 7.65% | -0.29% | +3.05% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 7.42% | +0.27% | +0.03% | |
| 4 | AVRE | Avantis Real Estate ETF | ETF-Other | 6.65% | -0.17% | +48.60% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.24% | +0.24% | +29.04% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.92% | -0.03% | +31.63% | |
| 7 | AVDE | Avantis International Equity | ETF-Other | 5.14% | +0.01% | +1.03% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 5.03% | -0.25% | +17.23% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.83% | -0.45% | +53.36% | |
| 10 | DISV | Dimensional International Sm | ETF-Other | 4.06% | -0.44% | +42.15% | |
| 11 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.03% | -0.15% | +40.56% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.21% | -0.03% | +9.06% | |
| 13 | DFAT | Dimensional US Target Value | ETF-Other | 2.78% | +0.04% | -0.26% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.77% | +0.09% | — | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.43% | -0.10% | -8.95% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.35% | -0.06% | +25.36% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 2.35% | -0.09% | +2.04% | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.25% | +0.16% | -0.87% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.23% | +0.30% | +5.96% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.08% | +0.21% | +6.42% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.74% | -0.07% | +2.51% | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.32% | -0.62% | +39.63% | |
| 23 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.06% | -0.04% | -3.63% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.88% | +0.01% | -0.79% | |
| 25 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.86% | -0.03% | — | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | +0.03% | +0.11% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.58% | -0.02% | -22.99% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.54% | +0.47% | — | |
| 29 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.51% | -0.22% | +57.45% | |
| 30 | VMC | Vulcan Materials Co | Stock-Materials | 0.48% | — | — | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.30% | -0.02% | -11.97% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.30% | -0.03% | -13.32% | |
| 33 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.29% | — | — | |
| 34 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.21% | -0.01% | — | |
| 35 | VV | Vanguard Large-cap ETF | ETF-Other | 0.20% | — | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | +0.01% | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.18% | — | -4.78% | |
| 38 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.17% | +0.30% | +2.55% |
According to official SEC Form 13F filings, Physician Wealth Solutions Inc. reported a total U.S. public equity portfolio value of $263.8M across 38 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, VTEB, DFUS) accounted for 17.2% of total reported equity market value during Q1 2024.
During Q1 2024, Physician Wealth Solutions Inc.'s top holdings by market value included DFAU (10.1%)、VTEB (7.7%)、DFUS (7.4%). The largest single position, DFAU, represented 10.1% of total portfolio value.
In Q1 2024, Physician Wealth Solutions Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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