Filer Name: PHYSICIAN WEALTH SOLUTIONS INC.
CIK: 2007116
Period: 2024-12-31
Filed At: 2025-02-06
Number of Holdings: 41
Portfolio Value: $0.20B

Physician Wealth Solutions Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAU US DIMENSIONAL US CORE EQUITY M 637,711 $26M 12.93% 1.1% -
DFCF US DIMENSIONAL CORE FIXED INC 479,889 $20M 9.92% 1.4% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 288,306 $14M 7.24% 3.1% -
DFIP US DIMENSIONAL INFLATION-PROTEC 354,914 $14M 7.20% 0.5% -
DFSV US DIMENSIONAL US SMALL CAP VAL 452,198 $14M 6.97% -0.7% -
AVRE US AVANTIS REAL ESTATE ETF 313,736 $13M 6.59% 0.9% -
DFEM US DIMENSIONAL EMERGING MARKETS 380,388 $10M 4.99% 0.3% -
DFUS US DIMENSIONAL US EQ MKT ETF 155,364 $10M 4.96% - -
DFIC US DIMENSIONAL INTERNATIONAL CO 329,673 $9M 4.27% 2.0% -
DISV US DIMENSIONAL INTERNATIONAL SM 295,110 $8M 3.93% 3.0% -
DFAC US DIMENSIONAL US CORE EQUITY 2 213,980 $7M 3.71% -0.5% -
BNDX US VANGUARD TOTAL INTL BOND ETF 142,820 $7M 3.51% 0.7% -
AVDE US AVANTIS INTERNATIONAL EQUITY 99,909 $6M 3.07% 1.8% -
AVDV US AVANTIS INTL S/C VALUE ETF 67,577 $4M 2.20% 2.5% -
AVUV US AVANTIS US SMALL CAP VALUE 39,271 $4M 1.90% 5.7% -
DFAS US DIMENSIONAL US SMALL CAP ETF 52,865 $3M 1.72% - -
DFAT US DIMENSIONAL US TARGET VALUE 60,891 $3M 1.70% 0.0% -
AVEM US AVANTIS EMERGING MARKETS EQ 55,511 $3M 1.63% 10.0% -
MUB US ISHARES NATIONAL MUNI BOND E 30,220 $3M 1.61% 1.5% -
AVUS US AVANTIS U.S. EQUITY ETF 29,390 $3M 1.43% -0.4% -
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