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Home > Institutional Investor > Mosaic Family Wealth Partners, Llc > 13F Holdings

Instuitional Investor - Mosaic Family Wealth Partners, Llc

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%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)