Physician Wealth Solutions Inc.
- SEC CIK
- 0002007116
- 最新申報
- 2026/7/13
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/12 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 45
- 較 2025 年第 3 季 −1
- 總值
- $2.36 億
- 較 2025 年第 3 季 +$671.9 萬 (+2.9%)
| 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 | 656,918 | $3,074 萬 | 13.0% | +8,698+1.3% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 511,410 | $2,177 萬 | 9.2% | +39,694+8.4% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 393,446 | $1,635 萬 | 6.9% | +22,561+6.1% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 428,333 | $1,409 萬 | 6.0% | −5,980−1.4% | 減碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 292,005 | $1,271 萬 | 5.4% | −4,179−1.4% | 減碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 344,756 | $1,188 萬 | 5.0% | +6,050+1.8% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 356,677 | $1,180 萬 | 5.0% | −8,349−2.3% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 157,689 | $1,170 萬 | 5.0% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 295,443 | $1,123 萬 | 4.8% | +2,559+0.9% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 218,414 | $1,098 萬 | 4.7% | +5,177+2.4% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 99,306 | $817.5 萬 | 3.5% | +623+0.6% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 74,953 | $764.4 萬 | 3.2% | +6,844+10.0% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 152,450 | $736.6 萬 | 3.1% | +9,773+6.8% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 170,275 | $674.1 萬 | 2.9% | −36,484−17.6% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 64,661 | $607.6 萬 | 2.6% | +62+0.1% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 74,106 | $570.8 萬 | 2.4% | +3,504+5.0% | 加碼 | – |
| Vanguard Mun BD FDS922907712 | CORE TAX EXEMPT | 75,204 | $568.3 萬 | 2.4% | +5,067+7.2% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 73,487 | $437.5 萬 | 1.9% | 00.0% | 不變 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 36,970 | $413.2 萬 | 1.8% | +107+0.3% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 52,865 | $368.3 萬 | 1.6% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 25,080 | $268.6 萬 | 1.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 101,296 | $267.6 萬 | 1.1% | +33,742+49.9% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 74,404 | $243.5 萬 | 1.0% | −15,318−17.1% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 30,547 | $237.9 萬 | 1.0% | −579−1.9% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 78,041 | $206.7 萬 | 0.9% | 00.0% | 不變 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 50,619 | $132.8 萬 | 0.6% | −1,829−3.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,896 | $97.1 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 16,356 | $80.9 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 15,241 | $76.2 萬 | 0.3% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,530 | $75.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 15,360 | $74.0 萬 | 0.3% | −707−4.4% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 9,245 | $72.9 萬 | 0.3% | 00.0% | 不變 | – |
| VMCVulcan Materials CO | COM | 2,105 | $60.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 8,038 | $47.2 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 8,200 | $43.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 7,926 | $40.5 萬 | 0.2% | +29+0.4% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 8,307 | $38.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,378 | $37.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,015 | $32.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 637 | $31.1 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,315 | $30.4 萬 | 0.1% | +30+2.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,030 | $28.4 萬 | 0.1% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 5,800 | $25.2 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 6,238 | $23.7 萬 | 0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 3,977 | $23.2 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 3 季之後清倉（1 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 8,130 | $82.9 萬 | 0.4% | – |