Instuitional Investor - Physician Wealth Solutions Inc.
Fund Profile
Filing Period:
| Fund Name: | Physician Wealth Solutions Inc. |
| Portfolio Value | $199,709,669 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 637,711 | $25,820,901 | 12.92% | |
| 2. | Dimensional Etf Trust | 479,889 | $19,805,017 | 9.91% | |
| 3. | Vanguard Mun Bd Fds | 288,306 | $14,452,780 | 7.23% | |
| 4. | Dimensional Etf Trust | 354,914 | $14,370,734 | 7.19% | |
| 5. | Dimensional Etf Trust | 452,198 | $13,918,660 | 6.96% |
