All Stocks Held By UMA Financial Services Inc.

As of 03/31/2024, we find all stocks held by Physician Wealth Advisors Inc. to be as follows, presented in the table below with each row detailing each Physician Wealth Advisors Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Physician Wealth Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Physician Wealth Advisors Inc. as of the latest filing.

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
Biggest New Positions
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
Biggest Exited Positions
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
Biggest Position Increases
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
Biggest Position Decreases
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

Physician Wealth Advisors Inc. Info

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

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