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Home > Institutional Investor > Physician Wealth Solutions Inc. > 13F Holdings

Instuitional Investor - Physician Wealth Solutions Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 606,706 $23,321,763 11.72%
2.
Dimensional Etf Trust
 480,108 $20,193,325 10.15%
3.
Dimensional Etf Trust
 351,418 $14,798,545 7.44%
4.
Vanguard Mun Bd Fds
 278,112 $13,799,917 6.93%
5.
American Centy Etf Tr - REAL ESTATE ETF
 307,958 $13,245,271 6.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)