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Mosaic shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Mosaic (MOS) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Mosaic

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All positions including Mosaic held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mosaic by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.0M 184k 32.46

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Mosaic

Vanguard Group
BlackRock
T. Rowe Price Associates
Geode Capital Management
Northern Trust
Morgan Stanley
Dimensional Fund Advisors
Pacer Advisors
D. E. Shaw & Co
Amundi
Citadel Advisors
Bank of New York Mellon
Ameriprise Financial
AustralianSuper Pty
AQR Capital Management

View all funds holding Mosaic