13F HOLDINGS REPORT
Physician Wealth Solutions Inc.
Quarter ended Q1 2025 · Filed May 6, 2025 · Accession 0002007116-25-000002
Total Value
$199.0M
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V104 | 606,706 | $23.3M | 11.72% |
| 2 | DIMENSIONAL ETF TRUST | 25434V872 | 480,108 | $20.2M | 10.15% |
| 3 | DIMENSIONAL ETF TRUST | 25434V856 | 351,418 | $14.8M | 7.44% |
| 4 | VANGUARD MUN BD FDS | 922907746 | 278,112 | $13.8M | 6.93% |
| 5 | AMERICAN CENTY ETF TR | 025072356 | 307,958 | $13.2M | 6.66% |
| 6 | DIMENSIONAL ETF TRUST | 25434V815 | 439,837 | $12.4M | 6.22% |
| 7 | DIMENSIONAL ETF TRUST | 25434V732 | 381,458 | $10.1M | 5.07% |
| 8 | DIMENSIONAL ETF TRUST | 25434V799 | 347,988 | $9.7M | 4.86% |
| 9 | DIMENSIONAL ETF TRUST | 25434V401 | 155,364 | $9.4M | 4.72% |
| 10 | DIMENSIONAL ETF TRUST | 25434V781 | 316,583 | $9.2M | 4.63% |
| 11 | VANGUARD CHARLOTTE FDS | 92203J407 | 142,621 | $7.0M | 3.50% |
| 12 | AMERICAN CENTY ETF TR | 025072703 | 100,008 | $6.6M | 3.33% |
| 13 | DIMENSIONAL ETF TRUST | 25434V708 | 196,604 | $6.5M | 3.26% |
| 14 | AMERICAN CENTY ETF TR | 025072802 | 66,841 | $4.7M | 2.34% |
| 15 | AMERICAN CENTY ETF TR | 025072604 | 67,458 | $4.1M | 2.04% |
| 16 | ISHARES TR | 464288414 | 37,376 | $3.9M | 1.98% |
| 17 | AMERICAN CENTY ETF TR | 025072877 | 41,415 | $3.6M | 1.81% |
| 18 | DIMENSIONAL ETF TRUST | 25434V609 | 63,073 | $3.2M | 1.63% |
| 19 | DIMENSIONAL ETF TRUST | 25434V500 | 52,865 | $3.2M | 1.59% |
| 20 | AMERICAN CENTY ETF TR | 025072885 | 30,767 | $2.8M | 1.43% |
| 21 | VANGUARD BD INDEX FDS | 921937819 | 35,171 | $2.7M | 1.35% |
| 22 | DIMENSIONAL ETF TRUST | 25434V880 | 95,136 | $2.5M | 1.25% |
| 23 | SCHWAB STRATEGIC TR | 808524870 | 81,921 | $2.2M | 1.11% |
| 24 | DIMENSIONAL ETF TRUST | 25434V658 | 46,911 | $1.2M | 0.62% |
| 25 | DIMENSIONAL ETF TRUST | 25434V849 | 25,538 | $1.2M | 0.61% |
| 26 | SCHWAB STRATEGIC TR | 808524102 | 52,473 | $1.1M | 0.57% |
| 27 | VANGUARD MALVERN FDS | 922020805 | 18,319 | $914,118 | 0.46% |
| 28 | VANGUARD INDEX FDS | 922908769 | 2,775 | $762,689 | 0.38% |
| 29 | ISHARES TR | 46435G672 | 15,241 | $761,898 | 0.38% |
| 30 | VULCAN MATLS CO | 929160109 | 2,105 | $491,097 | 0.25% |
| 31 | VANGUARD SCOTTSDALE FDS | 92206C102 | 7,255 | $425,796 | 0.21% |
| 32 | ISHARES TR | 464288679 | 3,753 | $414,556 | 0.21% |
| 33 | ISHARES U S ETF TR | 46431W507 | 7,893 | $401,517 | 0.20% |
| 34 | ADVANCED MICRO DEVICES INC | AMD | 3,530 | $362,672 | 0.18% |
| 35 | DIMENSIONAL ETF TRUST | 25434V724 | 8,307 | $342,331 | 0.17% |
| 36 | NETFLIX INC | NFLX | 303 | $282,557 | 0.14% |
| 37 | VANGUARD INDEX FDS | 922908637 | 1,015 | $260,885 | 0.13% |
| 38 | AMAZON COM INC | AMZN | 1,285 | $244,484 | 0.12% |
| 39 | DIMENSIONAL ETF TRUST | 25434V831 | 7,358 | $243,844 | 0.12% |
| 40 | VANGUARD INDEX FDS | 922908736 | 637 | $236,212 | 0.12% |
| 41 | DIMENSIONAL ETF TRUST | 25434V716 | 5,800 | $207,698 | 0.10% |