Physician Wealth Solutions Inc. Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$199.0B
Holdings
41
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 606,706 | $23.3B | 11.72% | |
| 2 | DFCFDIMENSIONAL ETF TRUST | 480,108 | $20.2B | 10.15% | |
| 3 | DFIPDIMENSIONAL ETF TRUST | 351,418 | $14.8B | 7.44% | |
| 4 | VTEBVANGUARD MUN BD FDS | 278,112 | $13.8B | 6.93% | |
| 5 | AVREAMERICAN CENTY ETF TR | 307,958 | $13.2B | 6.66% | |
| 6 | DFSVDIMENSIONAL ETF TRUST | 439,837 | $12.4B | 6.22% | |
| 7 | DFEMDIMENSIONAL ETF TRUST | 381,458 | $10.1B | 5.07% | |
| 8 | DFICDIMENSIONAL ETF TRUST | 347,988 | $9.7B | 4.86% | |
| 9 | DFUSDIMENSIONAL ETF TRUST | 155,364 | $9.4B | 4.72% | |
| 10 | DISVDIMENSIONAL ETF TRUST | 316,583 | $9.2B | 4.63% | |
| 11 | BNDXVANGUARD CHARLOTTE FDS | 142,621 | $7.0B | 3.50% | |
| 12 | AVDEAMERICAN CENTY ETF TR | 100,008 | $6.6B | 3.33% | |
| 13 | DFACDIMENSIONAL ETF TRUST | 196,604 | $6.5B | 3.26% | |
| 14 | AVDVAMERICAN CENTY ETF TR | 66,841 | $4.7B | 2.34% | |
| 15 | AVEMAMERICAN CENTY ETF TR | 67,458 | $4.1B | 2.04% | |
| 16 | MUBISHARES TR | 37,376 | $3.9B | 1.98% | |
| 17 | AVUVAMERICAN CENTY ETF TR | 41,415 | $3.6B | 1.81% | |
| 18 | DFATDIMENSIONAL ETF TRUST | 63,073 | $3.2B | 1.63% | |
| 19 | DFASDIMENSIONAL ETF TRUST | 52,865 | $3.2B | 1.59% | |
| 20 | AVUSAMERICAN CENTY ETF TR | 30,767 | $2.8B | 1.43% | |
| 21 | BIVVANGUARD BD INDEX FDS | 35,171 | $2.7B | 1.35% | |
| 22 | DFAXDIMENSIONAL ETF TRUST | 95,136 | $2.5B | 1.25% | |
| 23 | SCHPSCHWAB STRATEGIC TR | 81,921 | $2.2B | 1.11% | |
| 24 | DFGRDIMENSIONAL ETF TRUST | 46,911 | $1.2B | 0.62% | |
| 25 | DFNMDIMENSIONAL ETF TRUST | 25,538 | $1.2B | 0.61% | |
| 26 | SCHBSCHWAB STRATEGIC TR | 52,473 | $1.1B | 0.57% | |
| 27 | VTIPVANGUARD MALVERN FDS | 18,319 | $914.1M | 0.46% | |
| 28 | VTIVANGUARD INDEX FDS | 2,775 | $762.7M | 0.38% | |
| 29 | IAGGISHARES TR | 15,241 | $761.9M | 0.38% | |
| 30 | VMCVULCAN MATLS CO | 2,105 | $491.1M | 0.25% | |
| 31 | VGSHVANGUARD SCOTTSDALE FDS | 7,255 | $425.8M | 0.21% | |
| 32 | SHVISHARES TR | 3,753 | $414.6M | 0.21% | |
| 33 | NEARISHARES U S ETF TR | 7,893 | $401.5M | 0.20% | |
| 34 | AMDADVANCED MICRO DEVICES INC | 3,530 | $362.7M | 0.18% | |
| 35 | DFUVDIMENSIONAL ETF TRUST | 8,307 | $342.3M | 0.17% | |
| 36 | NFLXNETFLIX INC | 303 | $282.6M | 0.14% | |
| 37 | VVVANGUARD INDEX FDS | 1,015 | $260.9M | 0.13% | |
| 38 | AMZNAMAZON COM INC | 1,285 | $244.5M | 0.12% | |
| 39 | DUHPDIMENSIONAL ETF TRUST | 7,358 | $243.8M | 0.12% | |
| 40 | VUGVANGUARD INDEX FDS | 637 | $236.2M | 0.12% | |
| 41 | DFSUDIMENSIONAL ETF TRUST | 5,800 | $207.7M | 0.10% |