Instuitional Investor - Mosaic Family Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Mosaic Family Wealth Partners, Llc |
| Portfolio Value | $784,939,861 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Etf - GROWTH ETF | 322,237 | $141,268,867 | 18% | |
| 2. | Dimensional Etf Trust | 2,901,838 | $90,015,001 | 11.47% | |
| 3. | Xtrackers Msci Eafe Hedged Equity Etf - XTRACK MSCI EAFE | 1,475,620 | $64,558,386 | 8.22% | |
| 4. | Vanguard Small-Cap Growth Etf - SML CP GRW ETF | 120,455 | $33,358,788 | 4.25% | |
| 5. | Vanguard Value Etf - VALUE ETF | 180,414 | $31,886,312 | 4.06% |
