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 |
ISHARES TR (SCZ) | 23,362 | -1,649 | $1,415 |
SCZ | 23,362 | -1,649 | $1,415 |
BERKSHIRE HATHAWAY INC DEL | $1,406 | ||
BRK.B | 3,543 | -55 | $1,406 |
ISHARES TR (MUB) | 13,054 | +1,871 | $1,386 |
MUB | 13,054 | +1,871 | $1,386 |
ISHARES TR (IWC) | 12,022 | -585 | $1,337 |
IWC | 12,022 | -585 | $1,337 |
COSTCO WHSL CORP NEW | 1,809 | +44 | $1,295 |
COST | 1,809 | +44 | $1,295 |
VANGUARD INDEX FDS (VOO) | 2,743 | +50 | $1,270 |
VOO | 2,743 | +50 | $1,270 |
ALPHABET INC | 7,906 | +363 | $1,221 |
GOOGL | 7,906 | +363 | $1,221 |
ISHARES TR (USMV) | 15,005 | -29,013 | $1,199 |
USMV | 15,005 | -29,013 | $1,199 |
AMERICAN CENTY ETF TR (AVGE) | 17,968 | +367 | $1,198 |
AVGE | 17,968 | +367 | $1,198 |
PEPSICO INC | 6,990 | +290 | $1,171 |
PEP | 6,990 | +290 | $1,171 |
ISHARES TR (SUB) | 11,107 | -293 | $1,159 |
SUB | 11,107 | -293 | $1,159 |
DIMENSIONAL ETF TRUST (DFSU) | 35,200 | +35,200 | $1,152 |
DFSU | 35,200 | +35,200 | $1,152 |
META PLATFORMS INC | 2,167 | +20 | $1,083 |
META | 2,167 | +20 | $1,083 |
VANGUARD INDEX FDS (VV) | 4,309 | -7 | $995 |
VV | 4,309 | -7 | $995 |
TESLA INC | 5,406 | +65 | $950 |
TSLA | 5,406 | +65 | $950 |
ISHARES TR (VLUE) | 9,147 | +290 | $926 |
VLUE | 9,147 | +290 | $926 |
ELI LILLY & CO | 1,198 | +243 | $895 |
LLY | 1,198 | +243 | $895 |
VANGUARD INDEX FDS (VBR) | 4,879 | -9 | $872 |
VBR | 4,879 | -9 | $872 |
ISHARES TR (AGG) | 9,103 | +378 | $866 |
AGG | 9,103 | +378 | $866 |
MASTERCARD INCORPORATED | 1,845 | -3 | $848 |
MA | 1,845 | -3 | $848 |
SERVICENOW INC | 1,123 | +27 | $836 |
NOW | 1,123 | +27 | $836 |
ISHARES TR (EFA) | 10,819 | -128 | $825 |
EFA | 10,819 | -128 | $825 |
PIMCO ETF TR (BOND) | 8,591 | +551 | $765 |
BOND | 8,591 | +551 | $765 |
ISHARES INC (ESGE) | 24,043 | -4,169 | $750 |
ESGE | 24,043 | -4,169 | $750 |
TELEDYNE TECHNOLOGIES INC | 1,812 | UNCH | $727 |
TDY | 1,812 | UNCH | $727 |
ALPHABET INC | 4,572 | -119 | $713 |
GOOG | 4,572 | -119 | $713 |
ADVANCED MICRO DEVICES INC | 3,797 | +128 | $685 |
AMD | 3,797 | +128 | $685 |
PROCTER AND GAMBLE CO | 4,270 | -265 | $666 |
PG | 4,270 | -265 | $666 |
DIMENSIONAL ETF TRUST (DFSV) | 23,100 | +295 | $646 |
DFSV | 23,100 | +295 | $646 |
SCHWAB STRATEGIC TR | 10,748 | -720 | $641 |
SCHX | 10,748 | -720 | $641 |
WALMART INC | 10,713 | +7,248 | $641 |
WMT | 10,713 | +7,248 | $641 |
APPLIED MATLS INC | 3,044 | +94 | $638 |
AMAT | 3,044 | +94 | $638 |
JOHNSON & JOHNSON | 4,207 | -821 | $608 |
JNJ | 4,207 | -821 | $608 |
VISA INC | 2,238 | +81 | $607 |
V | 2,238 | +81 | $607 |
DIMENSIONAL ETF TRUST (DFUS) | 10,799 | +385 | $591 |
DFUS | 10,799 | +385 | $591 |
MERCK & CO INC | 4,395 | +5 | $550 |
MRK | 4,395 | +5 | $550 |
ISHARES TR (IDEV) | 8,293 | +108 | $532 |
IDEV | 8,293 | +108 | $532 |
VANGUARD WELLINGTON FD (VFMF) | 4,373 | -10 | $524 |
VFMF | 4,373 | -10 | $524 |
ZIONS BANCORPORATION N A | 12,983 | -476 | $513 |
ZION | 12,983 | -476 | $513 |
DIMENSIONAL ETF TRUST (DFNM) | 10,676 | UNCH | $509 |
DFNM | 10,676 | UNCH | $509 |
ISHARES TR (IXN) | 6,664 | +54 | $484 |
IXN | 6,664 | +54 | $484 |
ISHARES TR (USXF) | 11,226 | -493 | $481 |
USXF | 11,226 | -493 | $481 |
PROSHARES TR (TQQQ) | 7,675 | +302 | $472 |
TQQQ | 7,675 | +302 | $472 |
MCDONALDS CORP | 1,750 | +141 | $465 |
MCD | 1,750 | +141 | $465 |
CHEVRON CORP NEW | 2,891 | +26 | $452 |
CVX | 2,891 | +26 | $452 |
VANGUARD SPECIALIZED FUNDS (VIG) | 2,559 | -611 | $445 |
VIG | 2,559 | -611 | $445 |
HUNTSMAN CORP | 18,540 | +39 | $442 |
HUN | 18,540 | +39 | $442 |
SCHWAB STRATEGIC TR | 7,404 | UNCH | $433 |
SCHB | 7,404 | UNCH | $433 |
ISHARES TR (IHI) | 7,749 | +306 | $431 |
IHI | 7,749 | +306 | $431 |
TAIWAN SEMICONDUCTOR MFG LTD | 3,081 | +90 | $431 |
TSM | 3,081 | +90 | $431 |
VANGUARD MUN BD FDS (VTEB) | 8,227 | -423 | $411 |
VTEB | 8,227 | -423 | $411 |
SELECT SECTOR SPDR TR (XLK) | 2,012 | +3 | $406 |
XLK | 2,012 | +3 | $406 |
QUALCOMM INC | 2,397 | +35 | $404 |
QCOM | 2,397 | +35 | $404 |
WELLS FARGO CO NEW | 7,156 | +413 | $404 |
WFC | 7,156 | +413 | $404 |
HOME DEPOT INC | 1,022 | -7 | $392 |
HD | 1,022 | -7 | $392 |
BOOKING HOLDINGS INC | 111 | UNCH | $385 |
BKNG | 111 | UNCH | $385 |
SCHWAB STRATEGIC TR | 8,355 | -37 | $382 |
SCHA | 8,355 | -37 | $382 |
CONOCOPHILLIPS | 2,940 | +103 | $381 |
COP | 2,940 | +103 | $381 |
CAMBRIA ETF TR (SYLD) | 5,433 | +79 | $377 |
SYLD | 5,433 | +79 | $377 |
TRIMBLE INC | 6,146 | +8 | $362 |
TRMB | 6,146 | +8 | $362 |
VANGUARD TAX MANAGED FDS (VEA) | 7,563 | +7 | $362 |
VEA | 7,563 | +7 | $362 |
DIMENSIONAL ETF TRUST (DFCF) | 8,778 | +649 | $358 |
DFCF | 8,778 | +649 | $358 |
DIMENSIONAL ETF TRUST (DFSI) | 11,120 | +11,120 | $357 |
DFSI | 11,120 | +11,120 | $357 |
DISNEY WALT CO | 3,060 | -392 | $348 |
DIS | 3,060 | -392 | $348 |
VANGUARD WORLD FD (ESGV) | 3,888 | -49 | $346 |
ESGV | 3,888 | -49 | $346 |
STRYKER CORPORATION | 999 | +2 | $337 |
SYK | 999 | +2 | $337 |
THERMO FISHER SCIENTIFIC INC | 607 | +20 | $337 |
TMO | 607 | +20 | $337 |
SPROTT PHYSICAL GOLD TR | 17,939 | UNCH | $332 |
PHYS | 17,939 | UNCH | $332 |
SPDR S&P 500 ETF TR (SPY) | 660 | -101 | $332 |
SPY | 660 | -101 | $332 |
ISHARES TR (ESGD) | 4,317 | UNCH | $330 |
ESGD | 4,317 | UNCH | $330 |
EXPEDITORS INTL WASH INC | 2,849 | UNCH | $329 |
EXPD | 2,849 | UNCH | $329 |
UNITEDHEALTH GROUP INC | 695 | +297 | $326 |
UNH | 695 | +297 | $326 |
INTUITIVE SURGICAL INC | 849 | UNCH | $321 |
ISRG | 849 | UNCH | $321 |
ISHARES TR (EEM) | 7,939 | -1,616 | $315 |
EEM | 7,939 | -1,616 | $315 |
SPDR GOLD TR (GLD) | 1,414 | UNCH | $313 |
GLD | 1,414 | UNCH | $313 |
LULULEMON ATHLETICA INC | 761 | UNCH | $297 |
LULU | 761 | UNCH | $297 |
NUVEEN PFD & INCOME TERM FD | 15,539 | UNCH | $294 |
JPI | 15,539 | UNCH | $294 |
AMERICAN EXPRESS CO | 1,337 | +190 | $292 |
AXP | 1,337 | +190 | $292 |
COHEN & STEERS SELECT PFD & | 14,833 | UNCH | $279 |
PSF | 14,833 | UNCH | $279 |
PCM FD INC | 32,330 | UNCH | $272 |
PCM | 32,330 | UNCH | $272 |
RTX CORPORATION | 2,702 | -74 | $272 |
RTX | 2,702 | -74 | $272 |
SCHWAB STRATEGIC TR | 3,785 | UNCH | $272 |
SCHV | 3,785 | UNCH | $272 |
BECTON DICKINSON & CO | 1,171 | +134 | $271 |
BDX | 1,171 | +134 | $271 |
LOWES COS INC | 1,059 | +92 | $270 |
LOW | 1,059 | +92 | $270 |
JPMORGAN CHASE & CO | 1,326 | +1,326 | $266 |
JPM | 1,326 | +1,326 | $266 |
ENTERPRISE PRODS PARTNERS L | 9,267 | UNCH | $263 |
EPD | 9,267 | UNCH | $263 |
VANGUARD INDEX FDS (VO) | 1,102 | +2 | $260 |
VO | 1,102 | +2 | $260 |
VANGUARD INDEX FDS (VTV) | 1,661 | +104 | $257 |
VTV | 1,661 | +104 | $257 |
PFIZER INC | 9,966 | -605 | $256 |
PFE | 9,966 | -605 | $256 |
STARBUCKS CORP | 2,920 | -36 | $249 |
SBUX | 2,920 | -36 | $249 |
ELECTRONIC ARTS INC | 1,956 | +5 | $248 |
EA | 1,956 | +5 | $248 |
BLACKROCK INC | 294 | +294 | $245 |
BLK | 294 | +294 | $245 |
CATERPILLAR INC | 680 | +680 | $245 |
CAT | 680 | +680 | $245 |
PROLOGIS INC. | 1,885 | +193 | $245 |
PLD | 1,885 | +193 | $245 |
SECURITY NATL FINL CORP | 30,758 | UNCH | $243 |
SNFCA | 30,758 | UNCH | $243 |
MEDTRONIC PLC | 3,042 | +561 | $241 |
MDT | 3,042 | +561 | $241 |
GLOBAL X FDS | 8,700 | UNCH | $239 |
SIL | 8,700 | UNCH | $239 |
SCHWAB STRATEGIC TR | 9,592 | UNCH | $237 |
SCHE | 9,592 | UNCH | $237 |
AMEREN CORP | 3,360 | +10 | $236 |
AEE | 3,360 | +10 | $236 |
S&P GLOBAL INC | 578 | +578 | $236 |
SPGI | 578 | +578 | $236 |
DELTA AIR LINES INC DEL | 5,031 | +5,031 | $234 |
DAL | 5,031 | +5,031 | $234 |
ADOBE INC | 483 | +48 | $230 |
ADBE | 483 | +48 | $230 |
NORTHWESTERN ENERGY GROUP IN | 4,779 | -4 | $229 |
NWE | 4,779 | -4 | $229 |
EXXON MOBIL CORP | 1,888 | +1,888 | $224 |
XOM | 1,888 | +1,888 | $224 |
AMPHENOL CORP NEW | 1,978 | +1,978 | $223 |
APH | 1,978 | +1,978 | $223 |
BANK AMERICA CORP | 6,435 | -908 | $223 |
BAC | 6,435 | -908 | $223 |
PINNACLE FINL PARTNERS INC | 2,826 | UNCH | $223 |
PNFP | 2,826 | UNCH | $223 |
VANGUARD MALVERN FDS (VTIP) | 4,660 | UNCH | $223 |
VTIP | 4,660 | UNCH | $223 |
DIMENSIONAL ETF TRUST (DFIV) | 6,219 | UNCH | $221 |
DFIV | 6,219 | UNCH | $221 |
WISDOMTREE TR | 7,761 | +7,761 | $221 |
XSOE | 7,761 | +7,761 | $221 |
COPART INC | 3,976 | +3,976 | $216 |
CPRT | 3,976 | +3,976 | $216 |
COCA COLA CO | 3,654 | -143 | $212 |
KO | 3,654 | -143 | $212 |
DIMENSIONAL ETF TRUST (DFAR) | 10,251 | +10,251 | $211 |
DFAR | 10,251 | +10,251 | $211 |
VANGUARD INTL EQUITY INDEX F (VWO) | 5,113 | -1,371 | $209 |
VWO | 5,113 | -1,371 | $209 |
MOTOROLA SOLUTIONS INC | 606 | +606 | $206 |
MSI | 606 | +606 | $206 |
NOVARTIS AG | 2,204 | +70 | $205 |
NVS | 2,204 | +70 | $205 |
TJX COS INC NEW | 2,178 | +24 | $203 |
TJX | 2,178 | +24 | $203 |
WHEATON PRECIOUS METALS CORP | 3,962 | +3,962 | $203 |
WPM | 3,962 | +3,962 | $203 |
ISHARES TR (DMXF) | 3,096 | +3,096 | $202 |
DMXF | 3,096 | +3,096 | $202 |
ORACLE CORP | 1,663 | +1,663 | $201 |
ORCL | 1,663 | +1,663 | $201 |
VANGUARD WORLD FD (VHT) | 791 | -43 | $201 |
VHT | 791 | -43 | $201 |
WP CAREY INC | 3,767 | +8 | $201 |
WPC | 3,767 | +8 | $201 |
AT&T INC | 12,089 | -82 | $195 |
T | 12,089 | -82 | $195 |
GOLDMAN SACHS BDC INC | 12,166 | +345 | $182 |
GSBD | 12,166 | +345 | $182 |
BLACKROCK CR ALLOCATION INCO | 14,684 | UNCH | $147 |
BTZ | 14,684 | UNCH | $147 |
CO DIAGNOSTICS INC | 33,375 | +2,000 | $39 |
CODX | 33,375 | +2,000 | $39 |
AUTODESK INC | $0 (exited) | ||
ADSK | 0 | -847 | $0 |
BOEING CO | $0 (exited) | ||
BA | 0 | -1,266 | $0 |
BLACKSTONE SECD LENDING FD | $0 (exited) | ||
BXSL | 0 | -14,653 | $0 |
INTEL CORP | $0 (exited) | ||
INTC | 0 | -5,342 | $0 |
L3HARRIS TECHNOLOGIES INC | $0 (exited) | ||
LHX | 0 | -987 | $0 |
MICRON TECHNOLOGY INC | $0 (exited) | ||
MU | 0 | -2,261 | $0 |
ISHARES TR | $0 (exited) | ||
OEF | 0 | -19,469 | $0 |
SCHWAB STRATEGIC TR | $0 (exited) | ||
SCHF | 0 | -6,113 | $0 |
SPDR SER TR | 0 | -2,479 | $0 (exited) |
SLYV | 0 | -2,479 | $0 |
See Summary: Physician Wealth Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Physician Wealth Advisors Inc.
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
DYNF | +334,276 | +$14,421 |
HEFA | +122,048 | +$4,140 |
DFSU | +35,200 | +$1,152 |
DFSI | +11,120 | +$357 |
JPM | +1,326 | +$266 |
BLK | +294 | +$245 |
CAT | +680 | +$245 |
SPGI | +578 | +$236 |
DAL | +5,031 | +$234 |
XOM | +1,888 | +$224 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
OEF | -19,469 | -$4,456 |
BXSL | -14,653 | -$418 |
BA | -1,266 | -$330 |
INTC | -5,342 | -$258 |
SCHF | -6,113 | -$222 |
ADSK | -847 | -$212 |
LHX | -987 | -$204 |
MU | -2,261 | -$202 |
SLYV | -2,479 | -$200 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
IJH | +119,813 | +$414 |
IVW | +87,828 | +$7,459 |
EMXC | +49,004 | +$2,777 |
IVE | +47,456 | +$8,390 |
DFAW | +42,658 | +$2,480 |
FBND | +37,225 | +$1,390 |
DFAI | +19,279 | +$1,051 |
DFAU | +14,192 | +$988 |
EFG | +12,043 | +$1,419 |
DFAE | +10,505 | +$710 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SPLG | -187,913 | -$8,676 |
IEMG | -64,526 | -$2,941 |
EFV | -61,433 | -$2,962 |
ESGU | -45,509 | -$4,718 |
USMV | -29,013 | -$2,301 |
IEFA | -16,029 | -$822 |
ITOT | -12,649 | -$682 |
ESGE | -4,169 | -$107 |
TNA | -2,407 | +$206 |
Size ($ 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 |