Physician Wealth Solutions Inc.
- SEC CIK
- 0002007116
- 最新申報
- 2026/7/13
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/15 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 41
- 較 2024 年第 1 季 +3
- 總值
- $1.40 億
- 較 2024 年第 1 季 +$2,098 萬 (+17.6%)
| 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 | 402,546 | $1,509 萬 | 10.8% | +72,584+22.0% | 加碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 255,305 | $1,052 萬 | 7.5% | +67,980+36.3% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 347,057 | $998.8 萬 | 7.1% | +112,816+48.2% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 186,366 | $933.9 萬 | 6.7% | +6,225+3.5% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 346,277 | $925.6 萬 | 6.6% | +54,760+18.8% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 155,359 | $914.3 萬 | 6.5% | +163+0.1% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 203,886 | $846.9 萬 | 6.0% | +66,670+48.6% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 272,252 | $715.8 萬 | 5.1% | +48,209+21.5% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 240,655 | $647.5 萬 | 4.6% | +62,759+35.3% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 96,604 | $601.5 萬 | 4.3% | +549+0.6% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 144,668 | $590.8 萬 | 4.2% | +28,453+24.5% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 62,175 | $403.8 萬 | 2.9% | +4,084+7.0% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 81,436 | $396.3 萬 | 2.8% | +24,461+42.9% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 52,865 | $317.6 萬 | 2.3% | +30+0.1% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 60,897 | $315.9 萬 | 2.3% | −140.0% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 32,726 | $293.6 萬 | 2.1% | +4,359+15.4% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 38,308 | $286.9 萬 | 2.0% | −115−0.3% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 26,510 | $282.5 萬 | 2.0% | +486+1.9% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 44,973 | $274.7 萬 | 2.0% | +2,161+5.0% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 30,070 | $271.2 萬 | 1.9% | +192+0.6% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 68,076 | $219.5 萬 | 1.6% | +19,014+38.8% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 40,202 | $209.1 萬 | 1.5% | +481+1.2% | 加碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 25,896 | $123.7 萬 | 0.9% | −442−1.7% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 41,339 | $105.1 萬 | 0.8% | +17,309+72.0% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 16,647 | $104.7 萬 | 0.7% | −571−3.3% | 減碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 20,541 | $102.5 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 16,326 | $79.2 萬 | 0.6% | +1,912+13.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,771 | $74.1 萬 | 0.5% | −12−0.4% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,590 | $58.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VMCVulcan Materials CO | COM | 2,105 | $52.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,324 | $36.7 萬 | 0.3% | +103+3.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 6,259 | $36.3 萬 | 0.3% | +172+2.8% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 8,307 | $32.6 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 12,558 | $31.4 萬 | 0.2% | +4,432+54.5% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,015 | $25.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 5,006 | $25.2 萬 | 0.2% | +28+0.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,286 | $24.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 637 | $23.8 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 7,358 | $23.5 萬 | 0.2% | +7,358 | 新進 | – |
| NFLXNetflix Inc | Stock | 303 | $20.4 萬 | 0.1% | +303 | 新進 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 5,800 | $20.2 萬 | 0.1% | +5,800 | 新進 | – |