HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
148,830 | -1,270 | $66,430 |
| IVV | 148,830 | -1,270 | $66,430 |
| SPDR SER TR (SPLG) |
749,671 | +11,407 | $39,140 |
| SPLG | 749,671 | +11,407 | $39,140 |
| ISHARES TR (ITOT) |
196,191 | +316 | $19,235 |
| ITOT | 196,191 | +316 | $19,235 |
| ISHARES TR (QUAL) |
128,378 | +2,744 | $17,291 |
| QUAL | 128,378 | +2,744 | $17,291 |
| APPLE INC |
80,613 | +3,782 | $15,515 |
| AAPL | 80,613 | +3,782 | $15,515 |
| DIMENSIONAL ETF TRUST (DFAI) |
540,830 | -3,018 | $14,797 |
| DFAI | 540,830 | -3,018 | $14,797 |
| ISHARES TR (EFG) |
143,549 | +2,533 | $13,621 |
| EFG | 143,549 | +2,533 | $13,621 |
| ISHARES TR (IEFA) |
183,422 | -382 | $12,388 |
| IEFA | 183,422 | -382 | $12,388 |
| ISHARES TR (ESGU) |
104,732 | +1,355 | $10,226 |
| ESGU | 104,732 | +1,355 | $10,226 |
| ISHARES INC (IEMG) |
194,733 | +2,986 | $9,707 |
| IEMG | 194,733 | +2,986 | $9,707 |
| DIMENSIONAL ETF TRUST (DFAE) |
403,210 | +5,782 | $9,564 |
| DFAE | 403,210 | +5,782 | $9,564 |
| DIMENSIONAL ETF TRUST (DFAU) |
303,819 | +3,576 | $9,424 |
| DFAU | 303,819 | +3,576 | $9,424 |
| ISHARES TR (EFV) |
168,126 | +3,598 | $8,262 |
| EFV | 168,126 | +3,598 | $8,262 |
| ISHARES TR (IXUS) |
125,774 | +174 | $7,901 |
| IXUS | 125,774 | +174 | $7,901 |
| ISHARES TR (IJH) |
28,644 | +118 | $7,511 |
| IJH | 28,644 | +118 | $7,511 |
| ISHARES TR (DGRO) |
130,084 | -3,218 | $6,714 |
| DGRO | 130,084 | -3,218 | $6,714 |
| ISHARES TR (IYW) |
61,148 | +530 | $6,648 |
| IYW | 61,148 | +530 | $6,648 |
| FIDELITY MERRIMACK STR TR |
133,384 | +5,325 | $6,037 |
| FBND | 133,384 | +5,325 | $6,037 |
| ISHARES TR (USMV) |
73,098 | +622 | $5,428 |
| USMV | 73,098 | +622 | $5,428 |
| FIDELITY COVINGTON TRUST |
210,359 | +3,298 | $5,330 |
| FREL | 210,359 | +3,298 | $5,330 |
| DIMENSIONAL ETF TRUST (DFAC) |
192,058 | +291 | $5,222 |
| DFAC | 192,058 | +291 | $5,222 |
| MICROSOFT CORP |
13,840 | +13 | $4,678 |
| MSFT | 13,840 | +13 | $4,678 |
| VANGUARD WORLD FD (MGC) |
29,645 | -179 | $4,645 |
| MGC | 29,645 | -179 | $4,645 |
| ISHARES TR (IJR) |
45,386 | -358 | $4,551 |
| IJR | 45,386 | -358 | $4,551 |
| DIMENSIONAL ETF TRUST (DFAS) |
76,419 | -3,886 | $4,206 |
| DFAS | 76,419 | -3,886 | $4,206 |
| HEALTHEQUITY INC |
65,029 | UNCH | $4,057 |
| HQY | 65,029 | UNCH | $4,057 |
| ISHARES TR (EFAV) |
58,776 | -36 | $3,955 |
| EFAV | 58,776 | -36 | $3,955 |
| SCHWAB STRATEGIC TR |
38,745 | +5,431 | $2,830 |
| SCHD | 38,745 | +5,431 | $2,830 |
| ISHARES TR (STIP) |
26,803 | +5,970 | $2,605 |
| STIP | 26,803 | +5,970 | $2,605 |
| VANGUARD INDEX FDS (VNQ) |
30,851 | +1,135 | $2,603 |
| VNQ | 30,851 | +1,135 | $2,603 |
| ISHARES INC (EEMV) |
41,872 | +518 | $2,311 |
| EEMV | 41,872 | +518 | $2,311 |
| DIMENSIONAL ETF TRUST (DFAX) |
88,738 | +281 | $2,081 |
| DFAX | 88,738 | +281 | $2,081 |
| VANGUARD INDEX FDS (VTV) |
12,498 | +84 | $1,783 |
| VTV | 12,498 | +84 | $1,783 |
| AMAZON COM INC |
13,445 | +367 | $1,751 |
| AMZN | 13,445 | +367 | $1,751 |
| ISHARES TR (IGSB) |
33,345 | +132 | $1,666 |
| IGSB | 33,345 | +132 | $1,666 |
| ISHARES TR (IJS) |
16,771 | -20 | $1,606 |
| IJS | 16,771 | -20 | $1,606 |
| EXTRA SPACE STORAGE INC |
10,643 | +27 | $1,601 |
| EXR | 10,643 | +27 | $1,601 |
| TESLA INC |
5,402 | -131 | $1,512 |
| TSLA | 5,402 | -131 | $1,512 |
| ISHARES TR (SCZ) |
25,380 | -132 | $1,498 |
| SCZ | 25,380 | -132 | $1,498 |
| VANGUARD WORLD FDS (VGT) |
3,291 | -7 | $1,453 |
| VGT | 3,291 | -7 | $1,453 |
| ISHARES TR (IWC) |
12,704 | +55 | $1,402 |
| IWC | 12,704 | +55 | $1,402 |
| UNION PAC CORP |
6,690 | +68 | $1,379 |
| UNP | 6,690 | +68 | $1,379 |
| VANGUARD INDEX FDS (VOO) |
3,359 | -220 | $1,371 |
| VOO | 3,359 | -220 | $1,371 |
| ISHARES TR (IFRA) |
33,880 | +692 | $1,330 |
| IFRA | 33,880 | +692 | $1,330 |
| ISHARES TR (MUB) |
11,960 | +122 | $1,274 |
| MUB | 11,960 | +122 | $1,274 |
 BERKSHIRE HATHAWAY INC DEL |
$1,252 | ||
| BRK.B | 3,661 | +60 | $1,252 |
| PEPSICO INC |
6,657 | +24 | $1,236 |
| PEP | 6,657 | +24 | $1,236 |
| INVESCO QQQ TR |
3,239 | +543 | $1,199 |
| QQQ | 3,239 | +543 | $1,199 |
| ISHARES TR (SUB) |
11,490 | +81 | $1,193 |
| SUB | 11,490 | +81 | $1,193 |
| NVIDIA CORPORATION |
2,764 | +110 | $1,172 |
| NVDA | 2,764 | +110 | $1,172 |
See Full List: All Stocks Held By Physician Wealth Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Physician Wealth Advisors Inc.
|
Size ($ in 1000's)
At 06/30/2023: $402,874 At 03/31/2023: $381,067 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 |
