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CIK: 0002007116
Total reported value
$263.8M
$263.8M
41 檔
20.5%
At the close of Q2 2024, Physician Wealth Solutions Inc. disclosed equity holdings valued at approximately $263.8M, spread across 41 reported holdings.
During Q2 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 | 10.77% | +1.08% | +22.00% | |
| 2 | AVRE | Avantis Real Estate ETF | ETF-Other | 7.51% | -0.17% | +36.29% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 7.13% | -0.03% | +48.16% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 6.67% | -0.29% | +3.46% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.61% | +0.24% | +18.78% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.53% | +0.27% | +0.10% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.05% | -0.45% | +48.59% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 5.11% | -0.25% | +21.52% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 4.62% | -0.44% | +35.28% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 4.29% | +0.01% | +0.57% | |
| 11 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.22% | -0.15% | +24.48% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.88% | -0.03% | +7.03% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.83% | -0.06% | +42.93% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.27% | +0.09% | +0.06% | |
| 15 | DFAT | Dimensional US Target Value | ETF-Other | 2.25% | +0.04% | -0.02% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.10% | +0.30% | +15.37% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.05% | -0.10% | -0.30% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 2.02% | -0.09% | +1.87% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.96% | +0.21% | +5.05% | |
| 20 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.94% | +0.16% | +0.64% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.57% | -0.62% | +38.76% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.49% | -0.07% | +1.21% | |
| 23 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.88% | -0.04% | -1.68% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.75% | -0.22% | +72.03% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.75% | +0.01% | -3.32% | |
| 26 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.73% | -0.03% | — | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.57% | -0.02% | +13.26% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.03% | -0.43% | |
| 29 | AMD | Advanced Micro Devices | Stock-Tech | 0.42% | +0.47% | — | |
| 30 | VMC | Vulcan Materials Co | Stock-Materials | 0.37% | — | — | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.26% | -0.02% | +3.20% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.26% | -0.03% | +2.83% | |
| 33 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.23% | — | — | |
| 34 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.22% | +0.30% | +54.54% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-Other | 0.18% | — | — | |
| 36 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.18% | -0.01% | +0.56% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | +0.01% | — | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.17% | — | — | |
| 39 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.17% | +0.01% | — | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.15% | -0.04% | — | |
| 41 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.14% | — | — |
According to official SEC Form 13F filings, Physician Wealth Solutions Inc. reported a total U.S. public equity portfolio value of $263.8M across 41 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, AVRE, DFSV) accounted for 20.5% of total reported equity market value during Q2 2024.
During Q2 2024, Physician Wealth Solutions Inc.'s top holdings by market value included DFAU (10.8%)、AVRE (7.5%)、DFSV (7.1%). The largest single position, DFAU, represented 10.8% of total portfolio value.
In Q2 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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