Physician Wealth Solutions Inc.
- SEC CIK
- 0002007116
- 最新申報
- 2026/7/13
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/22 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 38
- 較 2023 年第 4 季 +1
- 總值
- $1.19 億
- 較 2023 年第 4 季 +$1,893 萬 (+18.9%)
| 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 | 329,962 | $1,206 萬 | 10.1% | +43,207+15.1% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 180,141 | $911.5 萬 | 7.7% | +5,325+3.0% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 155,196 | $884.3 萬 | 7.4% | +470.0% | 加碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 187,325 | $792.0 萬 | 6.6% | +61,267+48.6% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 291,517 | $743.1 萬 | 6.2% | +65,612+29.0% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 234,241 | $705.1 萬 | 5.9% | +56,290+31.6% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 96,055 | $612.3 萬 | 5.1% | +984+1.0% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 224,043 | $599.3 萬 | 5.0% | +32,933+17.2% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 137,216 | $575.6 萬 | 4.8% | +47,741+53.4% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 177,896 | $483.7 萬 | 4.1% | +52,746+42.1% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 116,215 | $479.4 萬 | 4.0% | +33,536+40.6% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 58,091 | $382.6 萬 | 3.2% | +4,826+9.1% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 60,911 | $331.5 萬 | 2.8% | −156−0.3% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 52,835 | $329.4 萬 | 2.8% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 38,423 | $289.7 萬 | 2.4% | −3,777−9.0% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 56,975 | $280.3 萬 | 2.4% | +11,525+25.4% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 26,024 | $280.0 萬 | 2.4% | +521+2.0% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 29,878 | $267.4 萬 | 2.2% | −262−0.9% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 28,367 | $265.8 萬 | 2.2% | +1,596+6.0% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 42,812 | $248.1 萬 | 2.1% | +2,583+6.4% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 39,721 | $207.2 萬 | 1.7% | +972+2.5% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 49,062 | $156.8 萬 | 1.3% | +13,926+39.6% | 加碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 26,338 | $126.7 萬 | 1.1% | −993−3.6% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 17,218 | $105.1 萬 | 0.9% | −137−0.8% | 減碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 20,541 | $102.6 萬 | 0.9% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,783 | $72.3 萬 | 0.6% | +3+0.1% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 14,414 | $69.0 萬 | 0.6% | −4,302−23.0% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,590 | $64.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 24,030 | $61.1 萬 | 0.5% | +8,768+57.4% | 加碼 | – |
| VMCVulcan Materials CO | COM | 2,105 | $57.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,221 | $35.6 萬 | 0.3% | −438−12.0% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 6,087 | $35.3 萬 | 0.3% | −935−13.3% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 8,307 | $34.0 萬 | 0.3% | 00.0% | 不變 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 4,978 | $25.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,015 | $24.3 萬 | 0.2% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,286 | $23.2 萬 | 0.2% | +1,286 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 637 | $21.9 萬 | 0.2% | −32−4.8% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 8,126 | $20.7 萬 | 0.2% | +202+2.5% | 加碼 | – |