Physician Wealth Solutions Inc.
- SEC CIK
- 0002007116
- 最新申報
- 2026/7/13
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/9 申報。只含多頭部位。
- 持股檔數
- 37
- 2023 年第 3 季沒有申報
- 總值
- $1.00 億
- 2023 年第 3 季沒有申報
Physician Wealth Solutions Inc. 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 286,755 | $953.5 萬 | 9.5% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 174,816 | $892.4 萬 | 8.9% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 155,149 | $804.1 萬 | 8.0% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 95,071 | $574.5 萬 | 5.7% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 225,905 | $563.9 萬 | 5.6% | – | – | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 126,058 | $546.0 萬 | 5.4% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 177,951 | $518.2 萬 | 5.2% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 191,110 | $487.9 萬 | 4.9% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 89,475 | $379.4 萬 | 3.8% | – | – | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 82,679 | $341.3 萬 | 3.4% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 53,265 | $332.9 萬 | 3.3% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 125,150 | $322.7 萬 | 3.2% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 42,200 | $322.3 萬 | 3.2% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 61,067 | $319.6 萬 | 3.2% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 52,835 | $315.0 萬 | 3.1% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 25,503 | $276.5 萬 | 2.8% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 30,140 | $245.8 萬 | 2.5% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 26,771 | $240.4 萬 | 2.4% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 40,229 | $226.9 萬 | 2.3% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 45,450 | $224.4 萬 | 2.2% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 38,749 | $202.3 萬 | 2.0% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 27,331 | $132.6 萬 | 1.3% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 35,136 | $102.7 萬 | 1.0% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 20,541 | $102.3 萬 | 1.0% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 17,355 | $96.6 萬 | 1.0% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 18,716 | $88.9 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,780 | $65.9 萬 | 0.7% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,590 | $52.9 萬 | 0.5% | – | – | 歷史 |
| VMCVulcan Materials CO | COM | 2,105 | $47.8 萬 | 0.5% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 7,022 | $41.0 萬 | 0.4% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,659 | $40.3 萬 | 0.4% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 15,262 | $37.3 萬 | 0.4% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 8,307 | $30.9 萬 | 0.3% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 4,978 | $25.1 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,015 | $22.1 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 669 | $20.8 萬 | 0.2% | – | – | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 7,924 | $20.6 萬 | 0.2% | – | – | – |