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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
 286,755 $9,534,612 9.51%
2.
Vanguard Mun Bd Fds
 174,816 $8,924,357 8.9%
3.
Dimensional Etf Trust
 155,149 $8,041,373 8.02%
4.
American Centy Etf Tr
 95,071 $5,745,131 5.73%
5.
Dimensional Etf Trust
 225,905 $5,638,582 5.62%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)