Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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
 637,711 $25,820,901 12.92%
2.
Dimensional Etf Trust
 479,889 $19,805,017 9.91%
3.
Vanguard Mun Bd Fds
 288,306 $14,452,780 7.23%
4.
Dimensional Etf Trust
 354,914 $14,370,734 7.19%
5.
Dimensional Etf Trust
 452,198 $13,918,660 6.96%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)