Physician Wealth Solutions Inc.
45 holdingsFiling period: 2026-06-30Current AUM: $259.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional ETF Trust | 735.4K | $38.0M | $38.8M | 14.93% | +21.7K | 2026-06-30 |
| 2 | DFCF | Dimensional ETF Trust | 542.7K | $22.9M | $22.1M | 8.50% | +20.0K | 2026-06-30 |
| 3 | DFIP | Dimensional ETF Trust | 462.7K | $19.1M | $18.4M | 7.09% | +34.8K | 2026-06-30 |
| 4 | DFSV | Dimensional ETF Trust | 411.0K | $15.9M | $16.0M | 6.16% | -8,329 | 2026-06-30 |
| 5 | DFEM | Dimensional ETF Trust | 337.7K | $13.7M | $12.5M | 4.81% | -9,419 | 2026-06-30 |
| 6 | AVRE | American Centy ETF TR | 283.7K | $13.4M | $13.0M | 4.99% | -5,350 | 2026-06-30 |
| 7 | DFUS | Dimensional ETF Trust | 157.7K | $12.9M | $13.1M | 5.06% | -- | 2026-06-30 |
| 8 | DFIC | Dimensional ETF Trust | 339.8K | $12.7M | $12.7M | 4.90% | -3,550 | 2026-06-30 |
| 9 | AVUV | American Centy ETF TR | 96.7K | $12.1M | $11.9M | 4.56% | +3.4K | 2026-06-30 |
| 10 | VTEB | Vanguard Mun BD Fds | 231.6K | $11.7M | $11.3M | 4.34% | +2.6K | 2026-06-30 |
| 11 | DISV | Dimensional ETF Trust | 276.1K | $11.1M | $11.7M | 4.51% | -8,339 | 2026-06-30 |
| 12 | AVDE | American Centy ETF TR | 112.8K | $10.1M | $10.1M | 3.87% | +4.4K | 2026-06-30 |
| 13 | BNDX | Vanguard Charlotte Fds | 172.4K | $8.3M | $8.1M | 3.13% | +10.0K | 2026-06-30 |
| 14 | AVDV | American Centy ETF TR | 76.3K | $7.9M | $8.1M | 3.11% | +3.5K | 2026-06-30 |
| 15 | AVEM | American Centy ETF TR | 75.9K | $7.3M | $6.6M | 2.54% | -1,182 | 2026-06-30 |
| 16 | VCRM | Vanguard Mun BD Fds | 74.7K | $5.7M | $5.5M | 2.12% | +3.6K | 2026-06-30 |
| 17 | AVUS | American Centy ETF TR | 42.5K | $5.4M | $5.5M | 2.11% | +1.3K | 2026-06-30 |
| 18 | DFAT | Dimensional ETF Trust | 73.3K | $5.1M | $5.1M | 1.95% | -217 | 2026-06-30 |
| 19 | DFGR | Dimensional ETF Trust | 166.2K | $4.8M | $4.6M | 1.78% | +27.1K | 2026-06-30 |
| 20 | DFAS | Dimensional ETF Trust | 52.9K | $4.4M | $4.2M | 1.61% | -- | 2026-06-30 |
| 21 | MUB | iShares TR | 24.7K | $2.7M | $2.6M | 0.99% | -388 | 2026-06-30 |
| 22 | AMD | Advanced Micro Devices Inc | 3.5K | $2.0M | $1.9M | 0.72% | -30 | 2026-06-30 |
| 23 | BIV | Vanguard BD Index Fds | 26.3K | $2.0M | $1.9M | 0.75% | -541 | 2026-06-30 |
| 24 | SCHP | Schwab Strategic TR | 72.0K | $1.9M | $1.8M | 0.71% | -- | 2026-06-30 |
| 25 | SCHB | Schwab Strategic TR | 49.2K | $1.4M | $1.4M | 0.56% | -1,395 | 2026-06-30 |
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