Physician Wealth Solutions Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
North Las Vegas, NV
CIK
0002007116
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 41 200,518 DFAU, DFCF, DFIP, AVRE 13F-HR 10/31/2024 000200711624000001
Q2 2024 41 140,080 DFAU, AVRE, DFSV, VTEB 13F-HR 7/15/2024 000121465924012365
Q1 2024 38 119,100 DFAU, VTEB, DFUS, AVRE 13F-HR 4/22/2024 000121465924007249
Q4 2023 37 100,175 DFAU, VTEB, DIMENSIONAL ETF TRUST, DFUS 13F-HR 1/9/2024 000121465924000461