Physician Wealth Solutions Inc.

The portfolio is characterized by a heavy reliance on fund-based investing, specifically utilizing Exchange Traded Funds (ETFs) to achieve asset class exposure. Individual stock selection plays a negligible role, accounting for less than 1% of the total assets. This structure suggests a "core-satellite" approach where the "core" is entirely comprised of diversified funds, with very little active security selection in the "satellite" portion.

2. Key Holdings

The portfolio is top-heavy regarding specific fund families, with Dimensional ETF Trust and American Century ETF Trust dominating the top ten positions.