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Dynamic Advisor Solutions LLC

Q2 2019 Holdings

Filed 2019-08-13 | 529 holdings | $19.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
3M Co(MMM)COM88579Y101$9475,4620.0%
Pimco ETF TR(MINT)ENHAN SHRT MA AC72201R833$9509,3380.0%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$95213,4940.0%
Texas Instrs Inc(TXN)COM882508104$9838,5680.0%
Mccormick & Co Inc(MKC)COM NON VTG579780206$9866,3590.0%
Norfolk Southern Corp(NSC)COM655844108$9894,9620.0%
Waste Mgmt Inc del(WM)COM94106L109$9928,5960.0%
Kraft Heinz Co(KHC)COM500754106$1.0K32,7830.0%
Schwab Strategic TR(FNDA)SCHWAB FDT US SC808524763$1.0K27,0210.0%
Enterprise Prods Partners L(EPD)COM293792107$1.0K35,2550.0%
Schwab Strategic TR(FNDC)SCHWB FDT INT SC808524748$1.0K32,7240.0%
Automatic Data Processing in(ADP)COM053015103$1.0K6,2290.0%
Glacier Bancorp Inc New(GBCI)COM37637Q105$1.0K25,6860.0%
Vanguard Scottsdale FDS(VMBS)MORTG-BACK SEC92206C771$1.0K19,7690.0%
Wisdomtree TR(DON)US MIDCAP DIVID97717W505$1.1K29,0000.0%
Analog Devices Inc(ADI)COM032654105$1.1K9,3870.0%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$1.1K13,1790.0%
Ishares TR(LQD)IBOXX INV CP ETF464287242$1.1K8,5370.0%
Vanguard World FDS(VHT)HEALTH CAR ETF92204A504$1.1K6,2330.0%
Deere & Co(DE)COM244199105$1.1K6,6230.0%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$1.1K17,9010.0%
Ishares TR(USMV)MIN VOL USA ETF46429B697$1.1K17,8660.0%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$1.1K6,1710.0%
Carnival Corp(CCL)UNIT 99/99/9999143658300$1.1K23,9730.0%
Proshares TRSHORT S&P 500 NE74347B425$1.1K42,3960.0%
Proshares TR(REGL)S&P MDCP 400 DIV74347B680$1.1K19,5980.0%
Intuitive Surgical Inc(ISRG)COM NEW46120E602$1.1K2,1820.0%
Thermo Fisher Scientific Inc(TMO)COM883556102$1.2K3,9380.0%
Select Sector Spdr TR(XLI)SBI INT-INDS81369Y704$1.2K14,9990.0%
BlackRock Inc(BLKCHF)COM09247X101$1.2K2,5000.0%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$1.2K23,0560.0%
Edwards Lifesciences Corp(EW)COM28176E108$1.2K6,4200.0%
Ishares TR(IYW)U.S. TECH ETF464287721$1.2K6,0540.0%
Walmart Inc(WMT)COM931142103$1.2K10,8850.0%
Nike Inc(NKE)CL B654106103$1.2K14,3680.0%
Philip Morris Intl Inc(PM)COM718172109$1.2K15,5160.0%
Northrop Grumman Corp(NOC)COM666807102$1.2K3,7920.0%
Raytheon Co(RTN1USD)COM NEW755111507$1.2K7,0480.0%
Ishares TR(DVY)SELECT DIVID ETF464287168$1.3K12,6600.0%
Pepsico Inc(PEP)COM713448108$1.3K9,6250.0%
Select Sector Spdr TR(XLY)SBI CONS DISCR81369Y407$1.3K10,6050.0%
Ishares TR(IGIB)INTRM TR CRP ETF464288638$1.3K22,4380.0%
Ishares TR(SUSB)ESG 1 5 YR USD46435G243$1.3K50,9220.0%
Pimco ETF TR(BOND)ACTIVE BD ETF72201R775$1.3K12,1120.0%
Ecolab Inc(ECL)COM278865100$1.3K6,6290.0%
Invesco Exchange Traded FD T(PNQI)NASDAQ INTERNT46137V530$1.3K9,6500.0%
Salesforce COM Inc(CRM)COM79466L302$1.3K8,7270.0%
Paypal Hldgs Inc(PYPL)COM70450Y103$1.3K11,7620.0%
Ishares TR(AAXJ)MSCI AC ASIA ETF464288182$1.3K19,3040.0%
Invesco Exchange Traded FD T(SPHQ)S&P500 QUALITY46137V241$1.4K40,8840.0%
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