Physician Wealth Solutions Inc.
45 holdingsFiling period: 2026-03-31Current AUM: $260.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 713.8K | $32.2M | $37.0M | 14.20% | +56.8K | 2026-03-31 |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 522.7K | $22.1M | $21.7M | 8.33% | +11.3K | 2026-03-31 |
| 3 | DFIP | DIMENSIONAL ETF TRUST | 427.9K | $17.9M | $17.3M | 6.66% | +34.5K | 2026-03-31 |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 419.4K | $14.7M | $16.6M | 6.39% | -8,962 | 2026-03-31 |
| 5 | AVRE | AMERICAN CENTY ETF TR | 289.0K | $12.7M | $14.1M | 5.41% | -2,981 | 2026-03-31 |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 343.3K | $12.2M | $13.1M | 5.02% | -1,423 | 2026-03-31 |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 347.1K | $12.0M | $13.1M | 5.03% | -9,567 | 2026-03-31 |
| 8 | VTEB | VANGUARD MUN BD FDS | 229.0K | $11.4M | $11.4M | 4.36% | +10.6K | 2026-03-31 |
| 9 | DISV | DIMENSIONAL ETF TRUST | 284.4K | $11.2M | $12.0M | 4.63% | -11,014 | 2026-03-31 |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 157.7K | $11.2M | $12.9M | 4.94% | -- | 2026-03-31 |
| 11 | AVUV | AMERICAN CENTY ETF TR | 93.3K | $10.3M | $11.7M | 4.49% | +18.3K | 2026-03-31 |
| 12 | AVDE | AMERICAN CENTY ETF TR | 108.4K | $9.2M | $9.9M | 3.80% | +9.1K | 2026-03-31 |
| 13 | BNDX | VANGUARD CHARLOTTE FDS | 162.4K | $7.8M | $7.8M | 2.98% | +9.9K | 2026-03-31 |
| 14 | AVDV | AMERICAN CENTY ETF TR | 72.9K | $7.3M | $7.6M | 2.93% | +8.2K | 2026-03-31 |
| 15 | AVEM | AMERICAN CENTY ETF TR | 77.1K | $6.2M | $6.9M | 2.65% | +2.9K | 2026-03-31 |
| 16 | VCRM | VANGUARD MUN BD FDS | 71.1K | $5.3M | $5.3M | 2.05% | -4,109 | 2026-03-31 |
| 17 | DFAT | DIMENSIONAL ETF TRUST | 73.5K | $4.6M | $5.2M | 2.00% | -- | 2026-03-31 |
| 18 | AVUS | AMERICAN CENTY ETF TR | 41.2K | $4.6M | $5.3M | 2.02% | +4.2K | 2026-03-31 |
| 19 | DFAS | DIMENSIONAL ETF TRUST | 52.9K | $3.8M | $4.3M | 1.65% | -- | 2026-03-31 |
| 20 | DFGR | DIMENSIONAL ETF TRUST | 139.0K | $3.7M | $4.1M | 1.59% | +37.7K | 2026-03-31 |
| 21 | DFAC | DIMENSIONAL ETF TRUST | 71.7K | $2.8M | $3.2M | 1.23% | -98,529 | 2026-03-31 |
| 22 | MUB | ISHARES TR | 25.1K | $2.7M | $2.6M | 1.02% | -11 | 2026-03-31 |
| 23 | BIV | VANGUARD BD INDEX FDS | 26.8K | $2.1M | $2.0M | 0.78% | -3,721 | 2026-03-31 |
| 24 | SCHP | SCHWAB STRATEGIC TR | 72.0K | $1.9M | $1.9M | 0.72% | -6,034 | 2026-03-31 |
| 25 | SCHB | SCHWAB STRATEGIC TR | 50.6K | $1.3M | $1.5M | 0.56% | -- | 2026-03-31 |
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