Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PHYSICIAN WEALTH ADVISORS INC 01-23-2024 12-31-2023 167 447,952,180
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $70,360,156 144,854 0.02 0.02 -1,417 -0.97 12-31-2023
SPDR SER TR PORTFOLIO S&P500 2 $59,355,551 1,043,706 0.01 0.01 144,202 16.03 12-31-2023
ISHARES TR CORE S&P TTL STK 3 $19,485,713 182,776 0.00 0.00 -10,050 -5.21 12-31-2023
DIMENSIONAL ETF TRUST INTL CORE EQT MK 4 $16,906,360 600,795 0.00 0.00 41,020 7.33 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6