Physician Wealth Solutions Inc.
- SEC CIK
- 0002007116
- 最新申報
- 2026/7/13
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 46
- 較 2025 年第 2 季 +1
- 總值
- $2.29 億
- 較 2025 年第 2 季 +$1,342 萬 (+6.2%)
| 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 | 648,220 | $2,966 萬 | 12.9% | −610−0.1% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 471,716 | $2,017 萬 | 8.8% | +11,222+2.4% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 370,885 | $1,566 萬 | 6.8% | +20,450+5.8% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 434,313 | $1,383 萬 | 6.0% | −1,542−0.4% | 減碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 296,184 | $1,317 萬 | 5.8% | −1,759−0.6% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 365,026 | $1,171 萬 | 5.1% | −1,020−0.3% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 157,689 | $1,142 萬 | 5.0% | −1,807−1.1% | 減碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 338,706 | $1,111 萬 | 4.8% | +5,829+1.8% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 213,237 | $1,068 萬 | 4.7% | +18,381+9.4% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 292,884 | $1,045 萬 | 4.6% | −4,471−1.5% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 206,759 | $797.5 萬 | 3.5% | +1,165+0.6% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 98,683 | $778.6 萬 | 3.4% | −2,091−2.1% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 142,677 | $705.7 萬 | 3.1% | +1,935+1.4% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 68,109 | $677.9 萬 | 3.0% | +380+0.6% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 64,599 | $575.1 萬 | 2.5% | +310.0% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 70,602 | $530.3 萬 | 2.3% | +438+0.6% | 加碼 | – |
| Vanguard Mun BD FDS922907712 | CORE TAX EXEMPT | 70,137 | $527.8 萬 | 2.3% | −2,249−3.1% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 73,487 | $427.8 萬 | 1.9% | −318−0.4% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 36,863 | $400.7 萬 | 1.7% | −1,862−4.8% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 52,865 | $361.9 萬 | 1.6% | 00.0% | 不變 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 89,722 | $281.5 萬 | 1.2% | −45−0.1% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 25,080 | $267.1 萬 | 1.2% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 31,126 | $243.1 萬 | 1.1% | −794−2.5% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 78,041 | $210.3 萬 | 0.9% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 67,554 | $184.5 萬 | 0.8% | +9,820+17.0% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 52,448 | $134.8 萬 | 0.6% | −250.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,896 | $95.0 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 8,130 | $82.9 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 16,356 | $82.8 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 15,241 | $78.1 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 16,067 | $77.1 萬 | 0.3% | −7,471−31.7% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 9,245 | $73.0 萬 | 0.3% | 00.0% | 不變 | – |
| VMCVulcan Materials CO | COM | 2,105 | $64.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,530 | $57.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 8,038 | $47.3 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 8,200 | $44.2 萬 | 0.2% | +8,200 | 新進 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 7,897 | $40.5 萬 | 0.2% | +4+0.1% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,378 | $37.3 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 8,307 | $37.1 萬 | 0.2% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 303 | $36.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,015 | $31.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 637 | $30.6 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,285 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 5,800 | $24.6 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 6,238 | $23.6 萬 | 0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 3,977 | $22.8 萬 | 0.1% | −382−8.8% | 減碼 | – |