| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 4 | Q3 2023 | 16.5% |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 4 | Q3 2023 | 11.8% |
| VANGUARD VALUE ETF | 4 | Q3 2023 | 6.5% |
| VANGUARD SMALL-CAP GROWTH ETF | 4 | Q3 2023 | 5.3% |
| DIMENSIONAL US SMALL CAP VALUE ETF | 4 | Q3 2023 | 3.7% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 3.8% |
| APPLE INC COM | 4 | Q3 2023 | 3.0% |
| VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 3.5% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | 4 | Q3 2023 | 3.4% |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 4 | Q3 2023 | 3.2% |
View MOSAIC FAMILY WEALTH PARTNERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.