Dynamic Advisor Solutions LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $13.79M | 0.4% |
| JANUS DETROIT STR TR | $13.71M | 0.4% |
| AbbVie Inc. | $13.49M | 0.4% |
| DIMENSIONAL ETF TRUST | $13.30M | 0.4% |
| ELI LILLY & Co | $13.29M | 0.4% |
| VANGUARD INTL EQUITY INDEX F | $13.13M | 0.4% |
| INVESCO EXCH TRADED FD TR II | $12.66M | 0.4% |
| ISHARES TR | $12.21M | 0.4% |
| CATERPILLAR INC | $12.17M | 0.4% |
| SHERWIN WILLIAMS CO | $12.13M | 0.4% |
| WISDOMTREE TR | $11.63M | 0.4% |
| EXXON MOBIL CORP | $11.51M | 0.4% |
| ISHARES TR | $11.39M | 0.4% |
| SPDR INDEX SHS FDS | $11.08M | 0.4% |
| AST SpaceMobile, Inc. | $10.89M | 0.3% |
| Visa Inc | $10.81M | 0.3% |
| ISHARES TR | $9.84M | 0.3% |
| DIMENSIONAL ETF TRUST | $9.82M | 0.3% |
| Mastercard Inc | $9.58M | 0.3% |
| SCHWAB STRATEGIC TR | $9.51M | 0.3% |
| FLEXSHARES TR | $9.42M | 0.3% |
| PIMCO ETF TR | $9.06M | 0.3% |
| DIMENSIONAL ETF TRUST | $8.98M | 0.3% |
| EMERSON ELECTRIC CO | $8.93M | 0.3% |
| ISHARES INC | $8.93M | 0.3% |
| SCHWAB STRATEGIC TR | $8.91M | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $8.69M | 0.3% |
| ISHARES TR | $8.57M | 0.3% |
| JOHNSON & JOHNSON | $8.52M | 0.3% |
| PEPSICO INC | $8.46M | 0.3% |
| NEW YORK LIFE INVTS ACTIVE E | $8.42M | 0.3% |
| S&P Global Inc. | $8.38M | 0.3% |
| VANGUARD SCOTTSDALE FDS | $8.29M | 0.3% |
| WISDOMTREE TR | $8.22M | 0.3% |
| VANGUARD INDEX FDS | $8.19M | 0.3% |
| DIMENSIONAL ETF TRUST | $8.14M | 0.3% |
| ISHARES TR | $7.98M | 0.3% |
| SOUTHERN CO | $7.93M | 0.3% |
| INTERNATIONAL BUSINESS MACHINES CORP | $7.85M | 0.3% |
| CISCO SYSTEMS, INC. | $7.76M | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $7.63M | 0.2% |
| VANGUARD BD INDEX FDS | $7.45M | 0.2% |
| DIMENSIONAL ETF TRUST | $7.26M | 0.2% |
| Ares Management Corporation | $7.19M | 0.2% |
| SELECT SECTOR SPDR TR | $7.18M | 0.2% |
| SPDR SERIES TRUST | $7.12M | 0.2% |
| VANGUARD INDEX FDS | $7.05M | 0.2% |
| DIMENSIONAL ETF TRUST | $6.94M | 0.2% |
| DIMENSIONAL ETF TRUST | $6.88M | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $6.78M | 0.2% |