Instuitional Investor - Mosaic Family Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Mosaic Family Wealth Partners, Llc |
| Portfolio Value | $579,861,689 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 268,683 | $83,528,101 | 14.4% | |
| 2. | Dimensional Etf Trust | 2,083,625 | $56,362,049 | 9.71% | |
| 3. | Dbx Etf Tr | 1,336,145 | $49,410,635 | 8.52% | |
| 4. | Vanguard Index Fds | 95,696 | $23,136,368 | 3.98% | |
| 5. | Vanguard Index Fds | 153,501 | $22,948,413 | 3.95% |
