Physician Wealth Solutions Inc. Top Holdings and 13F Report (2024) → Automatic Income (from home) (From Awesomely, LLC) (Ad) About Physician Wealth Solutions Inc.Investment ActivityPhysician Wealth Solutions Inc. has $119.10 million in total holdings as of March 31, 2024.Physician Wealth Solutions Inc. owns shares of 38 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 13.24% of the portfolio was purchased this quarter.About 0.58% of the portfolio was sold this quarter.This quarter, Physician Wealth Solutions Inc. has purchased 37 new stocks and bought additional shares in 21 stocks.Physician Wealth Solutions Inc. sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $12,056,820Vanguard Tax-Exempt Bond ETF $9,115,135Dimensional U.S. Equity ETF $8,843,068Avantis Real Estate ETF $7,920,103Dimensional Emerging Markets Core Equity 2 ETF $7,430,762 Largest New Holdings this Quarter Amazon.com $231,969 Holding Largest Purchases this Quarter Avantis Real Estate ETF 61,267 shares (about $2.59M)Dimensional Core Fixed Income ETF 47,741 shares (about $2.00M)Dimensional US Small Cap Value ETF 56,290 shares (about $1.69M)Dimensional Emerging Markets Core Equity 2 ETF 65,612 shares (about $1.67M)Dimensional US Core Equity Market ETF 43,207 shares (about $1.58M) Largest Sales this Quarter Vanguard Intermediate-Term Bond ETF 3,777 shares (about $284.79K)Vanguard Short-Term Inflation-Protected Securities ETF 4,302 shares (about $206.02K)Vanguard Short-Term Treasury Index ETF 935 shares (about $54.30K)iShares Short Treasury Bond ETF 438 shares (about $48.42K)Dimensional National Municipal Bond ETF 993 shares (about $47.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPhysician Wealth Solutions Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$12,056,820$1,578,785 ▲15.1%329,96210.1%ETFVTEBVanguard Tax-Exempt Bond ETF$9,115,135$269,445 ▲3.0%180,1417.7%ETFDFUSDimensional U.S. Equity ETF$8,843,068$2,678 ▲0.0%155,1967.4%ETFAVREAvantis Real Estate ETF$7,920,103$2,590,369 ▲48.6%187,3256.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$7,430,762$1,672,448 ▲29.0%291,5176.2%ETFDFSVDimensional US Small Cap Value ETF$7,050,663$1,694,331 ▲31.6%234,2415.9%ETFAVDEAvantis International Equity ETF$6,122,535$62,720 ▲1.0%96,0555.1%ETFDFICDimensional International Core Equity 2 ETF$5,993,147$880,957 ▲17.2%224,0435.0%ETFDFCFDimensional Core Fixed Income ETF$5,756,207$2,002,733 ▲53.4%137,2164.8%ETFDISVDimensional International Small Cap Value ETF$4,836,991$1,434,163 ▲42.1%177,8964.1%ETFDFIPDimensional Inflation-Protected Securities ETF$4,793,850$1,383,355 ▲40.6%116,2154.0%ETFAVDVAvantis International Small Cap Value ETF$3,825,883$317,841 ▲9.1%58,0913.2%ETFDFATDimensional U.S. Targeted Value ETF$3,315,375$8,491 ▼-0.3%60,9112.8%ETFDFASDimensional U.S. Small Cap ETF$3,293,7340.0%52,8352.8%ETFBIVVanguard Intermediate-Term Bond ETF$2,897,096$284,786 ▼-9.0%38,4232.4%ETFBNDXVanguard Total International Bond ETF$2,802,606$566,916 ▲25.4%56,9752.4%ETFMUBiShares National Muni Bond ETF$2,800,182$56,060 ▲2.0%26,0242.4%ETFAVUSAvantis U.S. Equity ETF$2,674,056$23,449 ▼-0.9%29,8782.2%ETFAVUVAvantis U.S. Small Cap Value ETF$2,658,238$149,559 ▲6.0%28,3672.2%ETFAVEMAvantis Emerging Markets Equity ETF$2,481,368$149,710 ▲6.4%42,8122.1%ETFSCHPSchwab U.S. TIPS ETF$2,071,864$50,700 ▲2.5%39,7211.7%ETFDFACDimensional U.S. Core Equity 2 ETF$1,567,515$444,931 ▲39.6%49,0621.3%ETFDFNMDimensional National Municipal Bond ETF$1,266,594$47,753 ▼-3.6%26,3381.1%ETFSCHBSchwab US Broad Market ETF$1,051,148$8,364 ▼-0.8%17,2180.9%ETFIAGGiShares Core International Aggregate Bond ETF$1,026,0230.0%20,5410.9%ETFVTIVanguard Total Stock Market ETF$723,302$780 ▲0.1%2,7830.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$690,286$206,023 ▼-23.0%14,4140.6%ManufacturingAMDAdvanced Micro Devices$647,9590.0%3,5900.5%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$611,322$223,057 ▲57.4%24,0300.5%ETFVMCVulcan Materials$574,4970.0%2,1050.5%ConstructionSHViShares Short Treasury Bond ETF$356,049$48,416 ▼-12.0%3,2210.3%ETFVGSHVanguard Short-Term Treasury Index ETF$353,472$54,295 ▼-13.3%6,0870.3%ETFDFUVDimensional US Marketwide Value ETF$339,7560.0%8,3070.3%ETFNEARBlackRock Short Duration Bond ETF$251,1900.0%4,9780.2%ETFVVVanguard Large-Cap ETF$243,3560.0%1,0150.2%ETFAMZNAmazon.com$231,969$231,969 ▲New Holding1,2860.2%Retail/WholesaleVUGVanguard Growth ETF$219,255$11,014 ▼-4.8%6370.2%ETFDFGRDimensional Global Real Estate ETF$207,457$5,157 ▲2.5%8,1260.2%ETFShowing largest 100 holdings. 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