Physician Wealth Solutions Inc.
- SEC CIK
- 0002007116
- 最新申報
- 2026/7/13
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/6 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 41
- 較 2024 年第 4 季 0
- 總值
- $1.99 億
- 較 2024 年第 4 季 −$68.4 萬 (−0.3%)
| 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 | 606,706 | $2,332 萬 | 11.7% | −31,005−4.9% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 480,108 | $2,019 萬 | 10.1% | +2190.0% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 351,418 | $1,480 萬 | 7.4% | −3,496−1.0% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 278,112 | $1,380 萬 | 6.9% | −10,194−3.5% | 減碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 307,958 | $1,325 萬 | 6.7% | −5,778−1.8% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 439,837 | $1,238 萬 | 6.2% | −12,361−2.7% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 381,458 | $1,009 萬 | 5.1% | +1,070+0.3% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 347,988 | $966.4 萬 | 4.9% | +18,315+5.6% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 155,364 | $939.6 萬 | 4.7% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 316,583 | $921.9 萬 | 4.6% | +21,473+7.3% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 142,621 | $696.3 萬 | 3.5% | −199−0.1% | 減碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 100,008 | $662.8 萬 | 3.3% | +99+0.1% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 196,604 | $648.6 萬 | 3.3% | −17,376−8.1% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 66,841 | $466.2 萬 | 2.3% | −736−1.1% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 67,458 | $405.9 萬 | 2.0% | +11,947+21.5% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 37,376 | $394.1 萬 | 2.0% | +7,156+23.7% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 41,415 | $361.0 萬 | 1.8% | +2,144+5.5% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 63,073 | $324.8 萬 | 1.6% | +2,182+3.6% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 52,865 | $315.9 萬 | 1.6% | 00.0% | 不變 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 30,767 | $284.2 萬 | 1.4% | +1,377+4.7% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 35,171 | $269.3 萬 | 1.4% | −1,617−4.4% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 95,136 | $249.3 萬 | 1.3% | +219+0.2% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 81,921 | $220.3 萬 | 1.1% | −2,372−2.8% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 46,911 | $123.2 萬 | 0.6% | +22,916+95.5% | 加碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 25,538 | $121.5 萬 | 0.6% | −358−1.4% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 52,473 | $113.0 萬 | 0.6% | −4,398−7.7% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 18,319 | $91.4 萬 | 0.5% | −309−1.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,775 | $76.3 萬 | 0.4% | +4+0.1% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 15,241 | $76.2 萬 | 0.4% | −1,011−6.2% | 減碼 | – |
| VMCVulcan Materials CO | COM | 2,105 | $49.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 7,255 | $42.6 萬 | 0.2% | −291−3.9% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,753 | $41.5 萬 | 0.2% | −139−3.6% | 減碼 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 7,893 | $40.2 萬 | 0.2% | +4+0.1% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,530 | $36.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 8,307 | $34.2 萬 | 0.2% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 303 | $28.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,015 | $26.1 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,285 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 7,358 | $24.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 637 | $23.6 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 5,800 | $20.8 萬 | 0.1% | 00.0% | 不變 | – |