Filer Name: PHYSICIAN WEALTH ADVISORS, INC.
CIK: 1795173
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 1,148
Portfolio Value: $0.59B

Physician Wealth Advisors, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 135,032 $79M 13.43% -2.5% -
SPLG US SPDR PORTFOLIO S&P 500 ETF 725,565 $50M 8.45% 1.1% -
IVW US ISHARES S&P 500 GROWTH ETF 214,120 $22M 3.67% -2.5% -
QUAL US ISHARES MSCI USA QUALITY FAC 120,756 $22M 3.63% 2.1% -
DFAI US DIMENSIONAL INTERNATIONAL CO 726,789 $21M 3.59% 10.9% -
AAPL US APPLE INC 76,187 $19M 3.22% 1.4% -
DYNF US ISHRS US E F R A ETF-USD INC 365,937 $19M 3.17% -1.7% -
ITOT US ISHARES CORE S&P TOTAL U.S. 144,611 $19M 3.14% -6.6% -
EFG US ISHARES MSCI EAFE GROWTH ETF 178,120 $17M 2.91% 20.6% -
EFV US ISHARES MSCI EAFE VALUE ETF 313,240 $16M 2.78% 9.4% -
DFAU US DIMENSIONAL US CORE EQUITY M 386,192 $16M 2.64% 3.0% -
DFAE US DIMENSIONAL EMERGING CORE EQ 471,923 $12M 2.02% 1.8% -
IVE US ISHARES S&P 500 VALUE ETF 57,586 $11M 1.86% 3.9% -
FBND US FIDELITY TOTAL BOND ETF 234,164 $11M 1.78% -8.3% -
IEFA US ISHARES CORE MSCI EAFE ETF 147,084 $10M 1.75% -4.5% -
IJH US ISHARES CORE S&P MIDCAP ETF 159,909 $10M 1.68% 2.5% -
DFAW US DIMENSTIONAL WORLD EQTY ETF 140,935 $9M 1.49% 14.5% -
EMXC US ISHARES MSCI EMR MRK EX CHNA 145,769 $8M 1.37% 10.6% -
DGRO US ISHARES CORE DIVIDEND GROWTH 125,746 $8M 1.30% -0.5% -
IYW US ISHARES USTECHNOLOGY ETF 45,718 $7M 1.23% -4.3% -
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