Vault-13

Physician Wealth Solutions Inc.

NORTH LAS VEGAS, NV · CIK 2007116 · 13F filing filed 2024-01-09

SEC-registered investment adviser since 2017 · corporation

$100.2m reported value
37positions
60.5%in top 10
—no comparable previous quarter

Holdings, Q4 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU DFAU 286,755 $9.5m9.52% 9.52% First filing
2 VANGUARD MUN BD FDS TAX EXEMPT BD VTEB VTEB 174,816 $8.9m8.91% 8.91% First filing
3 DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS DFUS 155,149 $8.0m8.03% 8.03% First filing
4 AMERICAN CENTY ETF TR INTL EQT ETF AVDE AVDE 95,071 $5.7m5.74% 5.74% First filing
5 DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM DFEM 225,905 $5.6m5.63% 5.63% First filing
6 AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE AVRE 126,058 $5.5m5.45% 5.45% First filing
7 DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL 177,951 $5.2m5.17% 5.17% First filing
8 DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC DFIC 191,110 $4.9m4.87% 4.87% First filing
9 DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF DFCF 89,475 $3.8m3.79% 3.79% First filing
10 DIMENSIONAL ETF TRUST INFLATION PROTE DFIP DFIP 82,679 $3.4m3.41% 3.41% First filing
11 AMERICAN CENTY ETF TR INTL SMCP VLU AVDV AVDV 53,265 $3.3m3.32% 3.32% First filing
12 DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV DISV 125,150 $3.2m3.22% 3.22% First filing
13 VANGUARD BD INDEX FDS INTERMED TERM BIV BIV 42,200 $3.2m3.22% 3.22% First filing
14 DIMENSIONAL ETF TRUST US TARGETED VLU DFAT DFAT 61,067 $3.2m3.19% 3.19% First filing
15 DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS DFAS 52,835 $3.2m3.14% 3.14% First filing
16 ISHARES TR NATIONAL MUN ETF MUB MUB 25,503 $2.8m2.76% 2.76% First filing
17 AMERICAN CENTY ETF TR US EQT ETF AVUS AVUS 30,140 $2.5m2.45% 2.45% First filing
18 AMERICAN CENTY ETF TR US SML CP VALU AVUV AVUV 26,771 $2.4m2.40% 2.40% First filing
19 AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM AVEM 40,229 $2.3m2.26% 2.26% First filing
20 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX BNDX 45,450 $2.2m2.24% 2.24% First filing
21 SCHWAB STRATEGIC TR US TIPS ETF SCHP SCHP 38,749 $2.0m2.02% 2.02% First filing
22 DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM DFNM 27,331 $1.3m1.32% 1.32% First filing
23 DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC DFAC 35,136 $1.0m1.03% 1.03% First filing
24 ISHARES TR CORE INTL AGGR IAGG IAGG 20,541 $1.0m1.02% 1.02% First filing
25 SCHWAB STRATEGIC TR US BRD MKT ETF SCHB SCHB 17,355 $966.1k0.96% 0.96% First filing
26 VANGUARD MALVERN FDS STRM INFPROIDX VTIP VTIP 18,716 $888.8k0.89% 0.89% First filing
27 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 2,780 $659.5k0.66% 0.66% First filing
28 ADVANCED MICRO DEVICES INC COM AMD AMD 3,590 $529.2k0.53% 0.53% First filing
29 VULCAN MATLS CO COM VMC VMC 2,105 $477.9k0.48% 0.48% First filing
30 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH VGSH 7,022 $409.6k0.41% 0.41% First filing
31 ISHARES TR SHORT TREAS BD SHV SHV 3,659 $403.0k0.40% 0.40% First filing
32 DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX DFAX 15,262 $372.7k0.37% 0.37% First filing
33 DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV DFUV 8,307 $309.2k0.31% 0.31% First filing
34 ISHARES U S ETF TR SHORT DURATION B NEAR NEAR 4,978 $251.5k0.25% 0.25% First filing
35 VANGUARD INDEX FDS LARGE CAP ETF VV VV 1,015 $221.4k0.22% 0.22% First filing
36 VANGUARD INDEX FDS GROWTH ETF VUG VUG 669 $208.0k0.21% 0.21% First filing
37 DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR DFGR 7,924 $205.9k0.21% 0.21% First filing