Physician Wealth Solutions Inc. Q4 2024 Filing
Filed February 6, 2025
Portfolio Value
$199.7B
Holdings
41
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 637,711 | $25.8B | 12.93% | |
| 2 | DFCFDIMENSIONAL ETF TRUST | 479,889 | $19.8B | 9.92% | |
| 3 | VTEBVANGUARD MUN BD FDS | 288,306 | $14.5B | 7.24% | |
| 4 | DFIPDIMENSIONAL ETF TRUST | 354,914 | $14.4B | 7.20% | |
| 5 | DFSVDIMENSIONAL ETF TRUST | 452,198 | $13.9B | 6.97% | |
| 6 | AVREAMERICAN CENTY ETF TR | 313,736 | $13.2B | 6.59% | |
| 7 | DFEMDIMENSIONAL ETF TRUST | 380,388 | $10.0B | 4.99% | |
| 8 | DFUSDIMENSIONAL ETF TRUST | 155,364 | $9.9B | 4.96% | |
| 9 | DFICDIMENSIONAL ETF TRUST | 329,673 | $8.5B | 4.27% | |
| 10 | DISVDIMENSIONAL ETF TRUST | 295,110 | $7.8B | 3.93% | |
| 11 | DFACDIMENSIONAL ETF TRUST | 213,980 | $7.4B | 3.71% | |
| 12 | BNDXVANGUARD CHARLOTTE FDS | 142,820 | $7.0B | 3.51% | |
| 13 | AVDEAMERICAN CENTY ETF TR | 99,909 | $6.1B | 3.07% | |
| 14 | AVDVAMERICAN CENTY ETF TR | 67,577 | $4.4B | 2.20% | |
| 15 | AVUVAMERICAN CENTY ETF TR | 39,271 | $3.8B | 1.90% | |
| 16 | DFASDIMENSIONAL ETF TRUST | 52,865 | $3.4B | 1.72% | |
| 17 | DFATDIMENSIONAL ETF TRUST | 60,891 | $3.4B | 1.70% | |
| 18 | AVEMAMERICAN CENTY ETF TR | 55,511 | $3.3B | 1.63% | |
| 19 | MUBISHARES TR | 30,220 | $3.2B | 1.61% | |
| 20 | AVUSAMERICAN CENTY ETF TR | 29,390 | $2.8B | 1.43% | |
| 21 | BIVVANGUARD BD INDEX FDS | 36,788 | $2.7B | 1.38% | |
| 22 | DFAXDIMENSIONAL ETF TRUST | 94,917 | $2.4B | 1.18% | |
| 23 | SCHPSCHWAB STRATEGIC TR | 84,293 | $2.2B | 1.09% | |
| 24 | SCHBSCHWAB STRATEGIC TR | 56,871 | $1.3B | 0.65% | |
| 25 | DFNMDIMENSIONAL ETF TRUST | 25,896 | $1.2B | 0.62% | |
| 26 | VTIPVANGUARD MALVERN FDS | 18,628 | $902.0M | 0.45% | |
| 27 | IAGGISHARES TR | 16,252 | $811.3M | 0.41% | |
| 28 | VTIVANGUARD INDEX FDS | 2,771 | $803.1M | 0.40% | |
| 29 | DFGRDIMENSIONAL ETF TRUST | 23,995 | $612.8M | 0.31% | |
| 30 | VMCVULCAN MATLS CO | 2,105 | $541.5M | 0.27% | |
| 31 | VGSHVANGUARD SCOTTSDALE FDS | 7,546 | $439.0M | 0.22% | |
| 32 | SHVISHARES TR | 3,892 | $428.5M | 0.21% | |
| 33 | AMDADVANCED MICRO DEVICES INC | 3,530 | $426.4M | 0.21% | |
| 34 | NEARISHARES U S ETF TR | 7,889 | $398.4M | 0.20% | |
| 35 | DFUVDIMENSIONAL ETF TRUST | 8,307 | $339.9M | 0.17% | |
| 36 | AMZNAMAZON COM INC | 1,285 | $281.9M | 0.14% | |
| 37 | VVVANGUARD INDEX FDS | 1,015 | $273.7M | 0.14% | |
| 38 | NFLXNETFLIX INC | 303 | $270.1M | 0.14% | |
| 39 | VUGVANGUARD INDEX FDS | 637 | $261.4M | 0.13% | |
| 40 | DUHPDIMENSIONAL ETF TRUST | 7,358 | $248.6M | 0.12% | |
| 41 | DFSUDIMENSIONAL ETF TRUST | 5,800 | $219.8M | 0.11% |