Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (IVV) | 143,056 | -1,798 | $72,383 |
IVV | 143,056 | -1,798 | $72,383 |
SPDR SER TR (SPLG) | 855,793 | -187,913 | $50,680 |
SPLG | 855,793 | -187,913 | $50,680 |
ISHARES TR (ITOT) | 170,127 | -12,649 | $18,804 |
ITOT | 170,127 | -12,649 | $18,804 |
DIMENSIONAL ETF TRUST (DFAI) | 620,074 | +19,279 | $17,957 |
DFAI | 620,074 | +19,279 | $17,957 |
ISHARES TR (QUAL) | 106,460 | +4,468 | $16,855 |
QUAL | 106,460 | +4,468 | $16,855 |
BLACKROCK ETF TRUST (DYNF) | 334,276 | +334,276 | $14,421 |
DYNF | 334,276 | +334,276 | $14,421 |
DIMENSIONAL ETF TRUST (DFAU) | 375,196 | +14,192 | $13,139 |
DFAU | 375,196 | +14,192 | $13,139 |
APPLE INC | 75,648 | +407 | $12,813 |
AAPL | 75,648 | +407 | $12,813 |
ISHARES TR (IEFA) | 160,613 | -16,029 | $11,389 |
IEFA | 160,613 | -16,029 | $11,389 |
ISHARES TR (IVW) | 135,352 | +87,828 | $11,152 |
IVW | 135,352 | +87,828 | $11,152 |
DIMENSIONAL ETF TRUST (DFAE) | 454,567 | +10,505 | $10,923 |
DFAE | 454,567 | +10,505 | $10,923 |
ISHARES TR (EFG) | 94,366 | +12,043 | $9,282 |
EFG | 94,366 | +12,043 | $9,282 |
FIDELITY MERRIMACK STR TR | 209,933 | +37,225 | $9,250 |
FBND | 209,933 | +37,225 | $9,250 |
ISHARES TR (EFV) | 165,122 | -61,433 | $8,642 |
EFV | 165,122 | -61,433 | $8,642 |
ISHARES TR (IVE) | 48,819 | +47,456 | $8,626 |
IVE | 48,819 | +47,456 | $8,626 |
ISHARES TR (IJH) | 149,060 | +119,813 | $8,498 |
IJH | 149,060 | +119,813 | $8,498 |
ISHARES TR (IXUS) | 117,681 | -1,515 | $7,665 |
IXUS | 117,681 | -1,515 | $7,665 |
ISHARES TR (DGRO) | 127,697 | -440 | $7,053 |
DGRO | 127,697 | -440 | $7,053 |
MICROSOFT CORP | 15,687 | +467 | $6,503 |
MSFT | 15,687 | +467 | $6,503 |
ISHARES TR (IYW) | 49,396 | +6,152 | $6,490 |
IYW | 49,396 | +6,152 | $6,490 |
DIMENSIONAL ETF TRUST (DFAC) | 190,813 | -98 | $5,803 |
DFAC | 190,813 | -98 | $5,803 |
VANGUARD WORLD FD (MGC) | 31,258 | +530 | $5,647 |
MGC | 31,258 | +530 | $5,647 |
HEALTHEQUITY INC | 67,853 | -21 | $5,447 |
HQY | 67,853 | -21 | $5,447 |
FIDELITY COVINGTON TRUST | 220,307 | +1,577 | $5,263 |
FREL | 220,307 | +1,577 | $5,263 |
DIMENSIONAL ETF TRUST (DFAS) | 80,416 | +1,928 | $4,663 |
DFAS | 80,416 | +1,928 | $4,663 |
ISHARES INC (EMXC) | 82,423 | +49,004 | $4,573 |
EMXC | 82,423 | +49,004 | $4,573 |
DIMENSIONAL ETF TRUST (DFAW) | 80,226 | +42,658 | $4,532 |
DFAW | 80,226 | +42,658 | $4,532 |
ISHARES TR (HEFA) | 122,048 | +122,048 | $4,140 |
HEFA | 122,048 | +122,048 | $4,140 |
ISHARES TR (IJR) | 39,985 | -1,526 | $4,118 |
IJR | 39,985 | -1,526 | $4,118 |
ISHARES INC (IEMG) | 77,892 | -64,526 | $3,898 |
IEMG | 77,892 | -64,526 | $3,898 |
ISHARES TR (ESGU) | 33,811 | -45,509 | $3,735 |
ESGU | 33,811 | -45,509 | $3,735 |
ISHARES TR (EFAV) | 52,999 | -1,605 | $3,596 |
EFAV | 52,999 | -1,605 | $3,596 |
NVIDIA CORPORATION | 3,427 | +424 | $2,996 |
NVDA | 3,427 | +424 | $2,996 |
SCHWAB STRATEGIC TR | 38,041 | -138 | $2,888 |
SCHD | 38,041 | -138 | $2,888 |
ISHARES TR (STIP) | 28,631 | +1,043 | $2,838 |
STIP | 28,631 | +1,043 | $2,838 |
VANGUARD INDEX FDS (VNQ) | 35,033 | +1,288 | $2,774 |
VNQ | 35,033 | +1,288 | $2,774 |
AMAZON COM INC | 14,895 | +631 | $2,731 |
AMZN | 14,895 | +631 | $2,731 |
DIMENSIONAL ETF TRUST (DFAX) | 88,996 | -21 | $2,187 |
DFAX | 88,996 | -21 | $2,187 |
ISHARES INC (EEMV) | 37,219 | -2,251 | $2,053 |
EEMV | 37,219 | -2,251 | $2,053 |
DIREXION SHS ETF TR (TNA) | 45,922 | -2,407 | $1,971 |
TNA | 45,922 | -2,407 | $1,971 |
INVESCO QQQ TR | 4,560 | +151 | $1,966 |
QQQ | 4,560 | +151 | $1,966 |
ISHARES TR (IXC) | 44,903 | +7,593 | $1,942 |
IXC | 44,903 | +7,593 | $1,942 |
ISHARES TR (LRGF) | 36,878 | +1,035 | $1,901 |
LRGF | 36,878 | +1,035 | $1,901 |
ISHARES TR (IGSB) | 37,452 | +2,075 | $1,897 |
IGSB | 37,452 | +2,075 | $1,897 |
VANGUARD WORLD FD (VGT) | 3,373 | +138 | $1,704 |
VGT | 3,373 | +138 | $1,704 |
ISHARES TR (IFRA) | 40,900 | +1,770 | $1,686 |
IFRA | 40,900 | +1,770 | $1,686 |
UNION PAC CORP | 6,877 | +101 | $1,590 |
UNP | 6,877 | +101 | $1,590 |
ISHARES TR (IJS) | 16,566 | -385 | $1,568 |
IJS | 16,566 | -385 | $1,568 |
EXTRA SPACE STORAGE INC | 10,766 | +41 | $1,462 |
EXR | 10,766 | +41 | $1,462 |
ISHARES TR (MTUM) | 7,927 | +60 | $1,440 |
MTUM | 7,927 | +60 | $1,440 |
See Full List: All Stocks Held By Physician Wealth Advisors Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Physician Wealth Advisors Inc.
Size ($ in 1000's)
At 03/31/2024: $476,397 At 12/31/2023: $447,249 Physician Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Physician Wealth Advisors Inc. 13F filings. Link to 13F filings: SEC filings |