Portfolio (Quarterly)
Guide ↗
Physician Wealth Solutions Inc.
· CIK 0002007116| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VUG | VANGUARD INDEX FDS | — | 637.0 | $278K | 0.12% | — | — | $436.79 | -79.8% |
| 42 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,285.0 | $268K | 0.11% | -30.0 | -2.3% | $208.27 | +30.5% |
| 43 | AVES | AMERICAN CENTY ETF TR | — | 3,977.0 | $239K | 0.10% | — | — | $59.98 | +12.6% |
| 44 | DFSU | DIMENSIONAL ETF TRUST | — | 5,800.0 | $238K | 0.10% | — | — | $41.09 | +12.9% |
| 45 | DUHP | DIMENSIONAL ETF TRUST | — | 6,238.0 | $229K | 0.10% | — | — | $36.76 | +11.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
38.8%
Basic Materials
31.0%
Communication Services
15.7%
Consumer Cyclical
14.5%