Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 7 | Q2 2024 | 16.5% |
XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 7 | Q2 2024 | 11.8% |
VANGUARD VALUE ETF | 7 | Q2 2024 | 6.5% |
VANGUARD SMALL-CAP GROWTH ETF | 7 | Q2 2024 | 5.3% |
DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.0% |
DIMENSIONAL US SMALL CAP VALUE ETF | 7 | Q2 2024 | 3.7% |
DIMENSIONAL U.S. TARGETED VALUE ETF | 7 | Q2 2024 | 3.3% |
APPLE INC COM | 7 | Q2 2024 | 3.3% |
VANGUARD TAX-MANAGED FDS | 7 | Q2 2024 | 3.5% |
DIMENSIONAL US MARKETWIDE VALUE ETF | 7 | Q2 2024 | 3.4% |
View MOSAIC FAMILY WEALTH PARTNERS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-06 |
13F-HR | 2024-06-13 |
13F-HR/A | 2024-02-13 |
13F-HR | 2024-01-29 |
13F-HR | 2023-11-01 |
13F-HR | 2023-08-08 |
13F-HR | 2023-04-10 |
13F-HR | 2023-02-14 |
View MOSAIC FAMILY WEALTH PARTNERS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.