Physician Wealth Advisors, Inc. [Rocket]

Holdings

Physician Wealth Advisors, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	QUAL	Common	96,442	-31,936	12,963,744,000	-4,327,476,000	3.33		Hist	09/30/2023
iSHARES TRUST	EFG	MSCI GRW IDX	116,126	-27,423	9,990,349,000	-3,631,047,000	2.57		Hist	09/30/2023
iSHARES TRUST	IYW	Common	28,617	-32,531	3,106,997,000	-3,541,066,000	0.80		Hist	09/30/2023
iShares, Inc.	IEMG	Common	134,773	-59,960	6,358,581,000	-3,348,850,000	1.64		Hist	09/30/2023
iSHARES TRUST	ESGU	Common	75,788	-28,944	7,188,465,000	-3,037,600,000	1.85		Hist	09/30/2023
iSHARES TRUST	IVV	Common	146,271	-2,559	63,512,162,000	-2,917,981,000	16.34		Hist	09/30/2023
Apple Inc.	AAPL	Common	76,927	-3,686	13,769,207,000	-1,745,591,000	3.54		Hist	09/30/2023
iSHARES TRUST	USMV	Common	59,083	-14,015	4,303,048,000	-1,124,469,000	1.11		Hist	09/30/2023
iSHARES TRUST	ISI	Common	192,826	-3,365	18,328,095,000	-906,516,000	4.71		Hist	09/30/2023
iSHARES TRUST	IEFA	Common	182,699	-723	11,652,519,000	-735,777,000	3.00		Hist	09/30/2023
iSHARES TRUST	IJR	S&P SMLCAP 600	43,079	-2,307	4,003,336,000	-547,936,000	1.03		Hist	09/30/2023
iSHARES TRUST	IXUS	Common	124,771	-1,003	7,411,419,000	-489,729,000	1.91		Hist	09/30/2023
DGROYAL, LLC	DGRO	ETF	127,374	-2,710	6,289,730,000	-423,909,000	1.62		Hist	09/30/2023
iSHARES TRUST	ICSH	Common	12,156	-8,290	610,824,000	-413,735,000	0.16		Hist	09/30/2023
iSHARES TRUST	EFAV	Common	55,412	-3,364	3,601,255,000	-353,779,000	0.93		Hist	09/30/2023
W. P. Carey Inc.	WPC	Common	4,881	-3,096	261,768,000	-284,976,000	0.07		Hist	09/30/2023
iSHARES TRUST	EEMV	Common	40,123	-1,749	2,123,334,000	-187,587,000	0.55		Hist	09/30/2023
iSHARES TRUST	IWC	Common	12,521	-183	1,229,297,000	-172,642,000	0.32		Hist	09/30/2023
Tesla, Inc.	TSLA	COM	5,167	-235	1,341,661,000	-169,868,000	0.35		Hist	09/30/2023
VANGUARD INDEX FUNDS	VGT	Common	3,092	-199	1,317,497,000	-135,247,000	0.34		Hist	09/30/2023
MICROSOFT CORP	MSFT	Common	13,827	-13	4,560,365,000	-117,576,000	1.17	0.00	Hist	09/30/2023
APPLIED MATERIALS INC /DE	AMAT	Common	2,950	-589	413,443,000	-101,375,000	0.11	0.00	Hist	09/30/2023
iSHARES TRUST	SCZ	Common	25,363	-17	1,400,536,000	-97,371,000	0.36		Hist	09/30/2023
VANGUARD WELLINGTON FUND	VFMF	Common	5,284	-677	543,538,000	-78,381,000	0.14		Hist	09/30/2023
Walt Disney Co	DIS	Common	3,651	-544	309,227,000	-70,407,000	0.08	0.00	Hist	09/30/2023
iSHARES TRUST	ESGE	Common	28,439	-339	854,017,000	-66,291,000	0.22		Hist	09/30/2023
iSHARES TRUST	IVE	Common	1,362	-298	209,843,000	-58,263,000	0.05		Hist	09/30/2023
Vanguard Small-Cap Value ETF	VBR	common	4,887	-3	768,952,000	-44,679,000	0.20		Hist	09/30/2023
Medtronic plc	MDT	COM	2,926	-106	219,800,000	-44,443,000	0.06		Hist	09/30/2023
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	TSM	SPONSORED ADS	2,645	-62	235,423,000	-43,769,000	0.06		Hist	09/30/2023
Endo Pharmaceuticals Solutions Inc.	IDEV	Common	8,445	-224	487,783,000	-42,079,000	0.13		Hist	09/30/2023
PROCTER & GAMBLE Co	PG	Common	4,534	-4	650,037,000	-41,979,000	0.17	0.00	Hist	09/30/2023
iSHARES TRUST	STIP	Common	26,521	-282	2,568,778,000	-36,465,000	0.66		Hist	09/30/2023
iSHARES TRUST	ESGD	Common	4,587	-176	314,874,000	-32,134,000	0.08		Hist	09/30/2023
SCHWAB STRATEGIC TRUST	SCHB	Common	7,883	-375	396,357,000	-31,490,000	0.10		Hist	09/30/2023
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