Instuitional Investor - Mosaic Family Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Mosaic Family Wealth Partners, Llc |
| Portfolio Value | $912,047,441 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Etf - GROWTH ETF | 329,844 | $160,917,573 | 17.64% | |
| 2. | Dimensional Etf Trust | 2,957,759 | $101,184,947 | 11.09% | |
| 3. | Xtrackers Msci Eafe Hedged Equity Etf - XTRACK MSCI EAFE | 1,485,455 | $71,465,235 | 7.84% | |
| 4. | Vanguard Small-Cap Growth Etf - SML CP GRW ETF | 120,700 | $36,464,549 | 4% | |
| 5. | Dimensional Etf Trust | 1,053,441 | $34,847,815 | 3.82% |
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