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Disclosery

13F-HR filed by Physician Wealth Solutions Inc.

Physician Wealth Solutions Inc. filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-22, with 38 holding rows worth $119,100,833.

Accession
0001214659-24-007249
Filer
CIK 2007116
Filed
2024-04-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 38 entries on the cover page, a total value of $119,100,833 stated on the cover page (in dollars after the unit check, H1), rows summing to $119,100,833 with VALUE read as dollars as filed, 13F file number 028-23489. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT329,962$12,056,820dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF180,141$9,115,135dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF155,196$8,843,068dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF187,325$7,920,103dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO291,517$7,430,762dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF234,241$7,050,663dollars as filed
Avantis International Equity ETF025072703SHS96,055$6,122,535dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY224,043$5,993,147dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF137,216$5,756,207dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS177,896$4,836,991dollars as filed
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE116,215$4,793,850dollars as filed
Avantis International Small Cap Val ETF025072802SHS58,091$3,825,883dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU60,911$3,315,375dollars as filed
Dimensional US Small Cap ETF25434V500COM52,835$3,293,734dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS38,423$2,897,096dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS56,975$2,802,606dollars as filed
ISHARES TR464288414NATIONAL MUN ETF26,024$2,800,182dollars as filed
Avantis US Equity ETF025072885SHS29,878$2,674,056dollars as filed
Avantis US Small Cap Value ETF025072877SHS28,367$2,658,238dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS42,812$2,481,368dollars as filed
Schwab US TIPS ETF808524870SHS39,721$2,071,864dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 249,062$1,567,515dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF26,338$1,266,594dollars as filed
Schwab U.S. Broad Market ETF808524102SHS17,218$1,051,148dollars as filed
ISHARES TR46435G672CORE INTL AGGR20,541$1,026,023dollars as filed
VTI922908769COM2,783$723,302dollars as filed
VANGUARD MALVERN FDS922020805SHS14,414$690,286dollars as filed
Advanced Micro Devices,Inc.007903107COM3,590$647,959dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE24,030$611,322dollars as filed
VULCAN MATLS CO COM929160109Stock2,105$574,497dollars as filed
iShares Short Treasury Bond ETF464288679SHS3,221$356,049dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS6,087$353,472dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE8,307$339,756dollars as filed
ISHARES U S ETF TR46431W507SHOR DURA BD ETF4,978$251,190dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,015$243,356dollars as filed
Amazon.com, Inc023135106COM1,286$231,969dollars as filed
Vanguard Growth922908736COM637$219,255dollars as filed
Dimensional Global Real Estate ETF25434V658COM8,126$207,457dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-24-007249this filing2024-04-22acceptance time not in the bulk data set