0002007116-24-000001.txt : 20241101 0002007116-24-000001.hdr.sgml : 20241101 20241031175348 ACCESSION NUMBER: 0002007116-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241101 DATE AS OF CHANGE: 20241031 EFFECTIVENESS DATE: 20241101 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Physician Wealth Solutions Inc. CENTRAL INDEX KEY: 0002007116 ORGANIZATION NAME: IRS NUMBER: 463705575 STATE OF INCORPORATION: NV FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23489 FILM NUMBER: 241416448 BUSINESS ADDRESS: STREET 1: 3844 ANDORIAN AVE CITY: NORTH LAS VEGAS STATE: NV ZIP: 89084 BUSINESS PHONE: 404-386-7641 MAIL ADDRESS: STREET 1: 3844 ANDORIAN AVE CITY: NORTH LAS VEGAS STATE: NV ZIP: 89084 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002007116 XXXXXXXX 09-30-2024 09-30-2024 Physician Wealth Solutions Inc.
3844 ANDORIAN AVE NORTH LAS VEGAS NV 89084
13F HOLDINGS REPORT 028-23489 N
Setu Mazumdar President 4043867641 Setu Mazumdar North Las Vegas NV 10-31-2024 0 41 200518925 false
INFORMATION TABLE 2 s103124.xml ADVANCED MICRO DEVICES INC COM 007903107 524558 3530 SH SOLE 0 0 0 3530 AMAZON COM INC COM 023135106 247658 1285 SH SOLE 0 0 0 1285 AMERICAN CENTY ETF TR US SML CP VALU 025072877 3560553 37163 SH SOLE 0 0 0 37163 AMERICAN CENTY ETF TR US EQT ETF 025072885 2837140 29520 SH SOLE 0 0 0 29520 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 6301310 98182 SH SOLE 0 0 0 98182 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 4420392 65946 SH SOLE 0 0 0 65946 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 3166392 50460 SH SOLE 0 0 0 50460 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 14168818 310991 SH SOLE 0 0 0 310991 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 14593729 353103 SH SOLE 0 0 0 353103 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 19868468 473284 SH SOLE 0 0 0 473284 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 1242231 25896 SH SOLE 0 0 0 25896 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 250687 7358 SH SOLE 0 0 0 7358 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 14027493 455290 SH SOLE 0 0 0 455290 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 7889543 286580 SH SOLE 0 0 0 286580 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 8691450 323282 SH SOLE 0 0 0 323282 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 10317975 379198 SH SOLE 0 0 0 379198 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 346900 8307 SH SOLE 0 0 0 8307 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 217848 5800 SH SOLE 0 0 0 5800 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 414440 14812 SH SOLE 0 0 0 14812 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 25291182 630860 SH SOLE 0 0 0 630860 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 9772396 155364 SH SOLE 0 0 0 155364 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 7439403 215012 SH SOLE 0 0 0 215012 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 3435168 52865 SH SOLE 0 0 0 52865 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 3388182 60895 SH SOLE 0 0 0 60895 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 2453131 94533 SH SOLE 0 0 0 94533 ISHARES TR SHORT TREAS BD 464288679 402844 3644 SH SOLE 0 0 0 3644 ISHARES TR NATIONAL MUN ETF 464288414 3186521 29775 SH SOLE 0 0 0 29775 ISHARES TR CORE INTL AGGR 46435G672 837466 16252 SH SOLE 0 0 0 16252 ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 400603 7889 SH SOLE 0 0 0 7889 NETFLIX INC COM 64110L106 228383 303 SH SOLE 0 0 0 303 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1275613 56871 SH SOLE 0 0 0 56871 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2210698 83929 SH SOLE 0 0 0 83929 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2786102 36654 SH SOLE 0 0 0 36654 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 7061048 141817 SH SOLE 0 0 0 141817 VANGUARD INDEX FDS LARGE CAP ETF 922908637 270264 1015 SH SOLE 0 0 0 1015 VANGUARD INDEX FDS GROWTH ETF 922908736 251137 637 SH SOLE 0 0 0 637 VANGUARD INDEX FDS TOTAL STK MKT 922908769 793531 2771 SH SOLE 0 0 0 2771 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 891698 18280 SH SOLE 0 0 0 18280 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 14075819 279615 SH SOLE 0 0 0 279615 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 398687 6821 SH SOLE 0 0 0 6821 VULCAN MATLS CO COM 929160109 581464 2105 SH SOLE 0 0 0 2105