Top 50 Dynamic Advisor Solutions Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.12% | 389.8K | $98.9M | +1.31%(+5.04K) | $104.76(+171.27%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.06% | 852.5K | $65.2M | +2.52%(+20.95K) | $52.05(+63.68%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.75% | 318.7K | $55.6M | +4.07%(+12.47K) | $30.44(+545.43%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.53% | 131.4K | $48.6M | -3.20%(-4.35K) | $240.96(+70.73%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.39% | 968.7K | $44.2M | +3.93%(+36.60K) | $45.48(+0.15%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 1.29% | 575.2K | $40.8M | +3.57%(+19.84K) | $51.33(+53.64%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 1.28% | 324.8K | $40.6M | +0.66%(+2.14K) | $85.12(+62.21%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.17% | 178.0K | $37.1M | +2.51%(+4.37K) | $133.59(+104.77%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.12% | 61.7K | $35.6M | -7.20%(-4.79K) | $292.38(+133.13%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 1.12% | 725.1K | $35.5M | +1.63%(+11.63K) | $34.31(+51.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.12% | +48.62% |
| Top 20 Holdings Unweighted | +14.19% | +48.90% |
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