Physician Wealth Advisors, Inc.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Physician Wealth Advisors, Inc.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | IVV | ISHARES TR | 12.56% | 90.271 M $ | 138197 | 2019/09/30 | -4.327 M $ | -4.63 % |
| 2026/03/31 | SPLG | SPDR SERIES TRUST | 7.19% | 51.677 M $ | 675168 | 2020/12/31 | -1.530 M $ | -4.59 % |
| 2026/03/31 | ACWX | ISHARES TR | 4.69% | 33.679 M $ | 491882 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFAI | DIMENSIONAL ETF TRUST | 4.14% | 29.745 M $ | 763480 | 2022/03/31 | 645.341 K $ | 2.23 % |
| 2026/03/31 | IVE | ISHARES TR | 3.97% | 28.544 M $ | 135184 | 2019/09/30 | -130.948 K $ | -0.43 % |
| 2026/03/31 | DFAE | DIMENSIONAL ETF TRUST | 3.67% | 26.386 M $ | 779259 | 2022/03/31 | 958.668 K $ | 3.96 % |
| 2026/03/31 | DYNF | BLACKROCK ETF TRUST | 3.53% | 25.344 M $ | 435609 | 2024/03/31 | -1.370 M $ | -4.32 % |
| 2026/03/31 | IVW | ISHARES TR | 3.33% | 23.912 M $ | 211406 | 2023/09/30 | -2.007 M $ | -8.23 % |
| 2026/03/31 | ITOT | ISHARES TR | 2.54% | 18.249 M $ | 128127 | 2019/09/30 | -793.066 K $ | -4.21 % |
| 2026/03/31 | DFAU | DIMENSIONAL ETF TRUST | 2.40% | 17.229 M $ | 381858 | 2022/03/31 | -638.483 K $ | -3.59 % |
| 2026/03/31 | AAPL | APPLE INC | 2.21% | 15.899 M $ | 62645 | 2019/09/30 | -1.126 M $ | -6.65 % |
| 2026/03/31 | QUAL | ISHARES TR | 2.05% | 14.704 M $ | 76659 | 2021/12/31 | -513.562 K $ | -3.43 % |
| 2026/03/31 | FBND | FIDELITY MERRIMACK STR TR | 2.01% | 14.461 M $ | 316985 | 2022/09/30 | -119.558 K $ | -0.91 % |
| 2026/03/31 | BAI | BLACKROCK ETF TRUST | 1.77% | 12.728 M $ | 386284 | 2024/12/31 | -129.162 K $ | -1.05 % |
| 2026/03/31 | SPMO | INVESCO EXCH TRADED FD TR II | 1.63% | 11.737 M $ | 104690 | 2024/12/31 | -714.323 K $ | -6.04 % |
| 2026/03/31 | IEFA | ISHARES TR | 1.59% | 11.430 M $ | 126253 | 2019/09/30 | 140.356 K $ | 1.20 % |
| 2026/03/31 | THRO | BLACKROCK ETF TRUST | 1.59% | 11.409 M $ | 314985 | 2025/06/30 | -689.897 K $ | -6.07 % |
| 2026/03/31 | EFV | ISHARES TR | 1.58% | 11.352 M $ | 152689 | 2020/12/31 | 791.959 K $ | 4.12 % |
| 2026/03/31 | DFAW | DIMENSIONAL ETF TRUST | 1.52% | 10.912 M $ | 147895 | 2023/12/31 | -30.279 K $ | -0.27 % |
| 2026/03/31 | MGC | VANGUARD WORLD FD | 1.47% | 10.571 M $ | 44727 | 2019/09/30 | -647.470 K $ | -5.90 % |
| 2026/03/31 | IJH | ISHARES TR | 1.40% | 10.043 M $ | 148714 | 2019/09/30 | 224.503 K $ | 2.32 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 1.31% | 9.427 M $ | 54053 | 2019/12/31 | -647.180 K $ | -6.49 % |
| 2026/03/31 | SHLD | GLOBAL X FDS | 1.23% | 8.816 M $ | 124454 | 2025/09/30 | 503.626 K $ | 9.34 % |
| 2026/03/31 | DGRO | ISHARES TR | 1.10% | 7.888 M $ | 112398 | 2019/09/30 | 86.617 K $ | 1.09 % |
| 2026/03/31 | IXUS | ISHARES TR | 1.09% | 7.810 M $ | 90142 | 2019/09/30 | 179.996 K $ | 2.36 % |
| 2026/03/31 | VANGUARD MUN BD FDS | 0.91% | 6.555 M $ | 87225 | 2024/12/31 | -34.222 K $ | -0.56 % | |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.82% | 5.866 M $ | 15846 | 2019/09/30 | -1.618 M $ | -23.46 % |
| 2026/03/31 | DFAS | DIMENSIONAL ETF TRUST | 0.75% | 5.405 M $ | 75992 | 2022/03/31 | 109.778 K $ | 2.10 % |
| 2026/03/31 | DFAC | DIMENSIONAL ETF TRUST | 0.75% | 5.395 M $ | 138826 | 2021/06/30 | -101.979 K $ | -1.84 % |
| 2026/03/31 | ESGU | ISHARES TR | 0.70% | 5.032 M $ | 35584 | 2020/03/31 | -254.416 K $ | -5.07 % |
| 2026/03/31 | STIP | ISHARES TR | 0.62% | 4.425 M $ | 42785 | 2020/12/31 | 45.140 K $ | 1.02 % |
| 2026/03/31 | DFCF | DIMENSIONAL ETF TRUST | 0.60% | 4.339 M $ | 102761 | 2022/12/31 | -8.295 K $ | -0.80 % |
| 2026/03/31 | FREL | FIDELITY COVINGTON TRUST | 0.60% | 4.304 M $ | 159940 | 2019/09/30 | 3.204 K $ | 0.07 % |
| 2026/03/31 | HQY | HEALTHEQUITY INC | 0.55% | 3.932 M $ | 47049 | 2019/09/30 | -378.233 K $ | -8.78 % |
| 2026/03/31 | VGT | VANGUARD WORLD FD | 0.54% | 3.845 M $ | 5511 | 2019/09/30 | -290.110 K $ | -7.44 % |
| 2026/03/31 | IJR | ISHARES TR | 0.50% | 3.601 M $ | 28965 | 2019/09/30 | 122.058 K $ | 3.44 % |
| 2026/03/31 | LRGF | ISHARES TR | 0.45% | 3.255 M $ | 49322 | 2023/12/31 | -163.713 K $ | -4.94 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.44% | 3.147 M $ | 15110 | 2019/09/30 | -334.123 K $ | -9.77 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.43% | 3.113 M $ | 5210 | 2019/09/30 | -151.538 K $ | -4.72 % |
| 2026/03/31 | EFAV | ISHARES TR | 0.42% | 3.048 M $ | 33362 | 2019/09/30 | 176.081 K $ | 5.94 % |
| 2026/03/31 | GLDM | WORLD GOLD TR | 0.41% | 2.925 M $ | 31558 | 2024/12/31 | 669.604 K $ | 8.57 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.38% | 2.737 M $ | 4742 | 2019/09/30 | -172.468 K $ | -6.04 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 0.36% | 2.619 M $ | 85371 | 2020/12/31 | 268.716 K $ | 11.85 % |
| 2026/03/31 | DFAX | DIMENSIONAL ETF TRUST | 0.35% | 2.525 M $ | 74338 | 2021/09/30 | 92.146 K $ | 3.79 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.35% | 2.482 M $ | 8630 | 2019/09/30 | -214.510 K $ | -8.13 % |
| 2026/03/31 | IEMG | ISHARES INC | 0.34% | 2.433 M $ | 34885 | 2019/09/30 | 633.466 K $ | 3.76 % |
| 2026/03/31 | DFUS | DIMENSIONAL ETF TRUST | 0.34% | 2.422 M $ | 34152 | 2022/12/31 | -111.182 K $ | -4.40 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.30% | 2.144 M $ | 4474 | 2019/09/30 | -107.823 K $ | -4.67 % |
| 2026/03/31 | TSLA | TESLA INC | 0.29% | 2.115 M $ | 5689 | 2020/06/30 | -462.596 K $ | -17.34 % |
| 2026/03/31 | GBCI | GLACIER BANCORP INC NEW | 0.27% | 1.970 M $ | 44091 | 2025/12/31 | 7.000 $ | 1.41 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.26% | 1.895 M $ | 1902 | 2019/12/31 | 246.859 K $ | 15.55 % |
| 2026/03/31 | TNA | DIREXION SHARES ETF TRUST | 0.26% | 1.879 M $ | 42581 | 2023/09/30 | -60.039 K $ | -3.10 % |
| 2026/03/31 | MTUM | ISHARES TR | 0.26% | 1.869 M $ | 7786 | 2019/09/30 | -80.784 K $ | -4.12 % |
| 2026/03/31 | WMT | WALMART INC | 0.25% | 1.832 M $ | 14739 | 2019/09/30 | 183.358 K $ | 11.55 % |
| 2026/03/31 | IJS | ISHARES TR | 0.24% | 1.698 M $ | 14335 | 2019/09/30 | 70.004 K $ | 4.16 % |
| 2026/03/31 | EFG | ISHARES TR | 0.21% | 1.494 M $ | 13413 | 2020/03/31 | -36.146 K $ | -2.24 % |
| 2026/03/31 | VV | VANGUARD INDEX FDS | 0.21% | 1.488 M $ | 4980 | 2019/09/30 | -78.681 K $ | -5.07 % |
| 2026/03/31 | EEMV | ISHARES INC | 0.21% | 1.486 M $ | 22951 | 2019/09/30 | 16.219 K $ | 1.08 % |
| 2026/03/31 | EXR | EXTRA SPACE STORAGE INC | 0.20% | 1.431 M $ | 10912 | 2019/12/31 | 9.904 K $ | 0.70 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.19% | 1.383 M $ | 4823 | 2019/09/30 | -129.877 K $ | -8.58 % |
| 2026/03/31 | VLUE | ISHARES TR | 0.19% | 1.363 M $ | 9584 | 2020/03/31 | 49.118 K $ | 3.99 % |
| 2026/03/31 | MUB | ISHARES TR | 0.19% | 1.347 M $ | 12686 | 2019/09/30 | -10.059 K $ | -0.90 % |
| 2026/03/31 | USMV | ISHARES TR | 0.18% | 1.321 M $ | 14244 | 2019/09/30 | -18.726 K $ | -1.51 % |
| 2026/03/31 | ZION | ZIONS BANCORPORATION NATL AS | 0.18% | 1.294 M $ | 22464 | 2019/12/31 | -12.665 K $ | -1.57 % |
| 2026/03/31 | DFSU | DIMENSIONAL ETF TRUST | 0.18% | 1.290 M $ | 31383 | 2024/03/31 | -71.646 K $ | -5.39 % |
| 2026/03/31 | IWC | ISHARES TR | 0.17% | 1.236 M $ | 7743 | 2019/09/30 | 15.127 K $ | 1.21 % |
| 2026/03/31 | VNQ | VANGUARD INDEX FDS | 0.17% | 1.226 M $ | 13824 | 2019/09/30 | 2.892 K $ | 0.24 % |
| 2026/03/31 | SIL | GLOBAL X FDS | 0.17% | 1.189 M $ | 13195 | 2019/12/31 | 86.231 K $ | 7.85 % |
| 2026/03/31 | ESGE | ISHARES INC | 0.16% | 1.144 M $ | 25160 | 2020/03/31 | 29.017 K $ | 2.94 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.15% | 1.110 M $ | 1941 | 2019/09/30 | -152.962 K $ | -13.32 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.15% | 1.109 M $ | 3584 | 2024/06/30 | -125.540 K $ | -10.57 % |
| 2026/03/31 | TDY | TELEDYNE TECHNOLOGIES INC | 0.15% | 1.079 M $ | 1783 | 2019/12/31 | 168.006 K $ | 18.46 % |
| 2026/03/31 | SCZ | ISHARES TR | 0.14% | 1.023 M $ | 13044 | 2019/09/30 | 11.802 K $ | 1.14 % |
| 2026/03/31 | WFC | WELLS FARGO & CO | 0.12% | 884.134 K $ | 11106 | 2022/03/31 | -76.117 K $ | -14.58 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.12% | 877.163 K $ | 954 | 2021/06/30 | -141.742 K $ | -14.42 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.12% | 832.349 K $ | 2463 | 2022/12/31 | 80.449 K $ | 11.21 % |
| 2026/03/31 | V | VISA INC | 0.11% | 819.583 K $ | 2712 | 2019/09/30 | -77.697 K $ | -13.82 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.11% | 813.767 K $ | 3329 | 2019/09/30 | 118.018 K $ | 18.12 % |
| 2026/03/31 | VBR | VANGUARD INDEX FDS | 0.11% | 779.641 K $ | 3589 | 2019/09/30 | 19.585 K $ | 2.58 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.11% | 779.340 K $ | 1198 | 2019/09/30 | -37.832 K $ | -4.63 % |
| 2026/03/31 | AGG | ISHARES TR | 0.10% | 747.591 K $ | 7531 | 2019/09/30 | -4.779 K $ | -0.61 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 0.10% | 740.599 K $ | 1482 | 2019/09/30 | -106.758 K $ | -12.47 % |
| 2026/03/31 | DFNM | DIMENSIONAL ETF TRUST | 0.10% | 732.769 K $ | 15288 | 2023/12/31 | -3.656 K $ | -0.50 % |
| 2026/03/31 | CI | THE CIGNA GROUP | 0.10% | 729.975 K $ | 2737 | 2024/12/31 | -22.616 K $ | -3.08 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.10% | 701.641 K $ | 2385 | 2024/03/31 | -66.474 K $ | -8.71 % |
| 2026/03/31 | DFSV | DIMENSIONAL ETF TRUST | 0.10% | 692.654 K $ | 19767 | 2022/09/30 | 42.236 K $ | 6.54 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.09% | 674.400 K $ | 3260 | 2020/06/30 | 166.902 K $ | 35.75 % |
| 2026/03/31 | AMD | ADVANCED MICRO DEVICES INC | 0.09% | 670.432 K $ | 3296 | 2023/03/31 | -46.128 K $ | -5.01 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.09% | 652.426 K $ | 2099 | 2019/12/31 | 10.846 K $ | 1.69 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.09% | 644.146 K $ | 909 | 2024/03/31 | 116.200 K $ | 23.68 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 0.09% | 633.718 K $ | 4768 | 2020/12/31 | -52.748 K $ | -7.69 % |
| 2026/03/31 | IXN | ISHARES TR | 0.09% | 620.004 K $ | 6202 | 2019/09/30 | -29.621 K $ | -4.79 % |
| 2026/03/31 | NOW | SERVICENOW INC | 0.08% | 606.720 K $ | 5803 | 2019/09/30 | -269.027 K $ | -31.75 % |
| 2026/03/31 | INNOVATOR ETFS TRUST | 0.08% | 602.950 K $ | 28554 | 2025/09/30 | -1.997 K $ | -0.33 % | |
| 2026/03/31 | TQQQ | PROSHARES TR | 0.08% | 593.846 K $ | 14248 | 2023/09/30 | -161.702 K $ | -20.94 % |
| 2026/03/31 | VFMF | VANGUARD WELLINGTON FD | 0.08% | 590.710 K $ | 3809 | 2019/09/30 | 16.564 K $ | 2.89 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.08% | 586.055 K $ | 1362 | 2021/09/30 | 45.940 K $ | 8.57 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.08% | 583.032 K $ | 2030 | 2019/09/30 | -6.134 K $ | -1.05 % |
| 2026/03/31 | SUB | ISHARES TR | 0.08% | 570.967 K $ | 5361 | 2019/09/30 | -1.117 K $ | -0.19 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 0.08% | 555.736 K $ | 3799 | 2024/12/31 | -124.715 K $ | -17.70 % |