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Mosaic Family Wealth Partners

Latest statistics and disclosures from Mosaic Family Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, DFLV, DBEF, VTV, VBK, and represent 45.16% of Mosaic Family Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: NVDA, VOO, DFLV, DFEM, DFAT, DFGR, DFSV, DFUS, BND, VXUS.
Started 9 new stock positions in NML, DFIV, FF, CIF, AFL, GS, VOO, VXF, VXUS.
Reduced shares in these 10 stocks: AAPL, , CI, FI, SCHD, V, ADP, EMR, WTW, BIV.
Sold out of its positions in ADP, BKNG, CI, CME, CL, FIS, FCNCA, THFF, FI, ICE. IJH, IJS, SCHD, SBUX, BIV, LIN, WTW.
Mosaic Family Wealth Partners was a net buyer of stock by $9.2M.
Mosaic Family Wealth Partners has $622M in assets under management (AUM), dropping by 2.39%.
Central Index Key (CIK): 0001965241

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Positions held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mosaic Family Wealth Partners

Mosaic Family Wealth Partners holds 192 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Growth Etf (VUG)	16.5	$103M		274k	374.01	View chart
Dimensional Us Large Cap Value Etf Us Large Cap Val (DFLV)	10.9	$68M	+2%	2.3M	28.91	View chart
Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)	9.5	$59M		1.4M	41.44	View chart
Vanguard Value Etf Value Etf (VTV)	4.2	$26M		163k	160.41	View chart
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)	4.1	$26M		102k	250.13	View chart
Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)	4.0	$25M	+5%	924k	26.73	View chart
Dimensional Us Small Cap Value Etf Us Small Cap Val (DFSV)	3.6	$22M	+2%	777k	28.78	View chart
Dimensional U.s. Targeted Value Etf Us Targeted Vlu (DFAT)	3.2	$20M	+4%	387k	51.87	View chart
Apple (AAPL)	2.4	$15M	-8%	71k	210.62	View chart
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)	2.3	$15M		294k	49.42	View chart
Dimensional Global Real Estate Etf Global Real Est (DFGR)	2.3	$14M	+4%	577k	24.99	View chart
Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)	2.3	$14M	+3%	548k	26.29	View chart
Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)	2.2	$14M	+3%	345k	39.27	View chart
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)	2.1	$13M	+4%	177k	72.05	View chart
Microsoft Corporation (MSFT)	0.9	$5.8M		13k	447.99	View chart
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR)	0.9	$5.7M	+9%	31k	182.52	View chart
Vanguard Mid-cap Value Etf Mcap Vl Idxvip (VOE)	0.9	$5.7M	+4%	38k	150.43	View chart
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)	0.9	$5.4M	+3%	123k	43.76	View chart
Vanguard S&p 500 Growth Etf 500 Grth Idx F (VOOG)	0.7	$4.6M		14k	333.45	View chart
Reinsurance Grp Of America Com New (RGA)	0.7	$4.5M		22k	205.27	View chart
Vanguard Mid-cap Growth Etf Mcap Gr Idxvip (VOT)	0.7	$4.4M		19k	229.56	View chart
Spdr S&p 500 Etf Trust Tr Unit (SPY)	0.7	$4.3M	+4%	7.9k	544.20	View chart
Amazon (AMZN)	0.7	$4.2M	-4%	22k	193.25	View chart
Vaneck Fallen Angel High Yield Bond Etf Fallen Angel Hg (ANGL)	0.7	$4.1M	+3%	144k	28.30	View chart
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)	0.6	$3.7M	-2%	10k	364.51	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	0.6	$3.5M		44k	78.33	View chart
NVIDIA Corporation (NVDA)	0.5	$3.4M	+1160%	28k	123.54	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.5	$3.2M	-5%	17k	183.42	View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)	0.5	$3.1M		7.6k	406.78	View chart
Guggenheim Strategic Opportun Com Sbi Com Sbi (GOF)	0.5	$3.0M	+6%	198k	14.91	View chart
Nike Inc Cl B CL B (NKE)	0.5	$2.9M		38k	75.37	View chart
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)	0.5	$2.8M		44k	64.25	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	0.4	$2.6M	NEW	5.1k	500.16	View chart
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	0.4	$2.5M		15k	174.47	View chart
Ishares Msci Usa Min Vol Factor Etf Msci Usa Min Vol (USMV)	0.4	$2.2M	-9%	26k	83.96	View chart
Ishares Select Dividend Etf Select Divid Etf (DVY)	0.3	$2.1M		17k	120.98	View chart
Vanguard Mid-cap Etf Mid Cap Etf (VO)	0.3	$2.0M	+27%	8.4k	242.10	View chart
Vanguard Intermediate-term Corporate Bond Etf Int-term Corp (VCIT)	0.3	$1.9M	+7%	24k	79.93	View chart
Emerson Electric (EMR)	0.3	$1.8M	-16%	17k	110.16	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	0.3	$1.8M	+2%	22k	83.76	View chart
Applied Materials (AMAT)	0.3	$1.7M		7.3k	235.99	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.3	$1.7M	+16%	6.2k	267.51	View chart
Freeport-mcmoran Inc Cl B Cl B New (FCX)	0.3	$1.7M		34k	48.60	View chart
Vanguard Short-term Bond Etf Short Trm Bond (BSV)	0.3	$1.6M		21k	76.70	View chart
Wal-Mart Stores (WMT)	0.3	$1.6M		24k	67.71	View chart
Micron Technology (MU)	0.3	$1.6M		12k	131.53	View chart
Vanguard S&p 500 Value Etf 500 Val Idx Fd (VOOV)	0.3	$1.6M		9.0k	175.78	View chart
Pepsi (PEP)	0.2	$1.5M	-5%	9.4k	164.94	View chart
Eli Lilly & Co. (LLY)	0.2	$1.5M	-2%	1.7k	905.62	View chart
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)	0.2	$1.5M	+3%	26k	57.99	View chart
Bank of America Corporation (BAC)	0.2	$1.5M	-2%	38k	39.77	View chart
Vanguard High Dividend Yield Index Etf High Div Yld (VYM)	0.2	$1.5M		12k	118.60	View chart
Procter & Gamble Company (PG)	0.2	$1.4M		8.7k	164.92	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.4M		6.9k	202.26	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.2	$1.4M	-5%	2.5k	547.28	View chart
Nextera Energy (NEE)	0.2	$1.4M	-12%	19k	70.81	View chart
McDonald's Corporation (MCD)	0.2	$1.3M	-17%	5.3k	254.83	View chart
Stifel Financial (SF)	0.2	$1.3M		16k	84.15	View chart
Vanguard Large-cap Etf Large Cap Etf (VV)	0.2	$1.3M	-9%	5.1k	249.61	View chart
Johnson & Johnson (JNJ)	0.2	$1.2M	-7%	8.4k	146.16	View chart
Costco Wholesale Corporation (COST)	0.2	$1.2M		1.4k	850.26	View chart
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)	0.2	$1.1M	-3%	6.7k	170.76	View chart
Vanguard S&p Small-cap 600 Growth Etf SMLCP 600 GRTH (VIOG)	0.2	$1.1M		10k	110.22	View chart
Abbvie (ABBV)	0.2	$1.1M		6.5k	171.52	View chart
Vanguard Small-cap Etf Small Cp Etf (VB)	0.2	$1.1M	+27%	4.9k	218.04	View chart
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT)	0.2	$1.1M		9.0k	118.78	View chart
Hewlett Packard Enterprise (HPE)	0.2	$1.1M		50k	21.17	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	0.2	$1.1M		20k	53.53	View chart
Enterprise Products Partners (EPD)	0.2	$1.1M		36k	28.98	View chart
Hp (HPQ)	0.2	$1.0M	-13%	30k	35.02	View chart
Oneok (OKE)	0.2	$1.0M		13k	81.55	View chart
Advantage Solutions Inc Com Cl A Com Cl A (ADV)	0.2	$998k	+14%	310k	3.22	View chart
Spdr S&p 600 Small Cap Growth Etf S&P 600 SMCP GRW (SLYG)	0.2	$984k		12k	85.86	View chart
Enterprise Financial Services (EFSC)	0.2	$969k		24k	40.91	View chart
Ishares Core High Dividend Etf Core High Dv Etf (HDV)	0.2	$965k	-3%	8.9k	108.69	View chart
Dimensional U.s. Core Equity 2 Etf Us Core Equity 2 (DFAC)	0.2	$960k		30k	32.24	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.2	$947k		2.1k	441.11	View chart
UnitedHealth (UNH)	0.2	$935k		1.8k	509.31	View chart
Ameren Corporation (AEE)	0.1	$921k	+2%	13k	71.11	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	0.1	$921k	-10%	5.1k	182.16	View chart
Boeing Company (BA)	0.1	$907k		5.0k	182.00	View chart
Dimensional U.s. Equity Etf Us Equity Etf (DFUS)	0.1	$907k	+191%	15k	58.85	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	0.1	$903k		4.9k	182.56	View chart
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)	0.1	$901k	+10%	5.5k	164.28	View chart
Tesla Motors (TSLA)	0.1	$883k	+2%	4.5k	197.88	View chart
Lowe's Companies (LOW)	0.1	$820k	-3%	3.7k	220.47	View chart
Chevron Corporation (CVX)	0.1	$789k	-8%	5.0k	156.41	View chart
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)	0.1	$784k		9.8k	80.13	View chart
Us Bancorp Del Com New (USB)	0.1	$758k	-2%	19k	39.70	View chart
Dimensional World Equity Etf World Equity Etf (DFAW)	0.1	$751k	+17%	13k	59.54	View chart
Mfs Multimarket Income Tr Sh Ben Int Sh Ben Int (MMT)	0.1	$745k	-18%	159k	4.68	View chart
Ishares Msci Eafe Min Vol Factor Etf Msci Eafe Min Vl (EFAV)	0.1	$734k	-4%	11k	69.35	View chart
Realty Income (O)	0.1	$706k	-6%	13k	52.82	View chart
Pfizer (PFE)	0.1	$706k		25k	27.98	View chart
Meta Platforms Inc Cl A Cl A (META)	0.1	$705k	+3%	1.4k	504.16	View chart
Waste Management (WM)	0.1	$703k		3.3k	213.34	View chart
Union Pacific Corporation (UNP)	0.1	$673k	+2%	3.0k	226.25	View chart
Invesco Qqq Trust Series I Unit Ser 1 (QQQ)	0.1	$664k		1.4k	479.14	View chart
Dimensional Us Core Equity Market Etf Us Core Eqt Mkt (DFAU)	0.1	$643k	+3%	17k	37.49	View chart
Ishares Msci Usa Momentum Factor Etf Msci Usa Mmentm (MTUM)	0.1	$639k	-9%	3.3k	194.87	View chart
Coca-Cola Company (KO)	0.1	$635k		10k	63.65	View chart
Ishares Russell Mid-cap Value Etf Rus Mdcp Val Etf (IWS)	0.1	$618k		5.1k	120.74	View chart
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)	0.1	$612k		1.00	612241.00	View chart
Home Depot (HD)	0.1	$608k	+2%	1.8k	344.26	View chart
Ishares Msci Usa Small-cap Min Vol Factor Etf Msci Usa Smcp Mn (SMMV)	0.1	$604k	-10%	16k	37.29	View chart
Vanguard Russell 2000 Etf Vng Rus2000idx (VTWO)	0.1	$584k	-2%	7.1k	81.97	View chart
Vanguard Mega Cap Etf Mega Cap Index (MGC)	0.1	$578k		2.9k	197.29	View chart
Abbott Laboratories (ABT)	0.1	$575k	+3%	5.5k	103.90	View chart
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)	0.1	$574k	NEW	9.5k	60.30	View chart
Cisco Systems (CSCO)	0.1	$560k	-24%	12k	47.51	View chart
Xcel Energy (XEL)	0.1	$560k		11k	53.41	View chart
Exxon Mobil Corporation (XOM)	0.1	$551k	+5%	4.8k	115.12	View chart
Centene Corporation (CNC)	0.1	$551k	-8%	8.3k	66.30	View chart
Southern Company (SO)	0.1	$497k		6.4k	77.57	View chart
Ishares Gold Trust Ishares New (IAU)	0.1	$495k		11k	43.93	View chart
Ishares Russell Mid-cap Growth Etf Rus Md Cp Gr Etf (IWP)	0.1	$494k	-2%	4.5k	110.34	View chart
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)	0.1	$490k	-6%	4.4k	112.63	View chart
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.1	$487k	+4%	6.7k	72.64	View chart
Western Asset Managed Municipals Fnd (MMU)	0.1	$486k	+64%	47k	10.35	View chart
Netflix (NFLX)	0.1	$481k	+2%	712.00	674.88	View chart
Phillips 66 (PSX)	0.1	$471k	-13%	3.3k	141.15	View chart
Sarepta Therapeutics (SRPT)	0.1	$469k		3.0k	158.00	View chart
Morgan Stanley Com New (MS)	0.1	$448k		4.6k	97.19	View chart
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)	0.1	$445k		5.1k	88.11	View chart
Amgen (AMGN)	0.1	$441k	+2%	1.4k	312.45	View chart
Vanguard S&p Mid-cap 400 Value Etf Midcp 400 Val (IVOV)	0.1	$438k		5.0k	87.57	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$437k		58k	7.47	View chart
Accenture Plc Ireland Shs Class A Shs Class A (ACN)	0.1	$431k	+3%	1.4k	303.36	View chart
Advanced Micro Devices (AMD)	0.1	$428k	-28%	2.6k	162.21	View chart
Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN)	0.1	$428k		2.8k	152.28	View chart
Lockheed Martin Corporation (LMT)	0.1	$422k		904.00	466.97	View chart
Merck & Co (MRK)	0.1	$421k	+10%	3.4k	123.80	View chart
Ishares Core U.s. Aggregate Bond Etf Core Us Aggbd Et (AGG)	0.1	$406k		4.2k	97.07	View chart
General Dynamics Corporation (GD)	0.1	$395k		1.4k	290.19	View chart
Visa Inc Com Cl A Com Cl A (V)	0.1	$392k	-49%	1.5k	262.46	View chart
Targa Res Corp (TRGP)	0.1	$375k		2.9k	128.79	View chart
Walt Disney Company (DIS)	0.1	$372k	+64%	3.7k	99.30	View chart
Energy Transfer L P Com Ut Ltd Ptn Com Ut Ltd Ptn (ET)	0.1	$357k		22k	16.22	View chart
Spdr Gold Shares Gold Shs (GLD)	0.1	$350k	-18%	1.6k	215.00	View chart
Church & Dwight (CHD)	0.1	$345k		3.3k	103.68	View chart
Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)	0.1	$341k		5.7k	60.08	View chart
Oracle Corporation (ORCL)	0.1	$337k	-3%	2.4k	141.21	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Msci Emerg Mrkt (EEMV)	0.1	$330k	-4%	5.8k	57.21	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	0.1	$330k		8.6k	38.42	View chart
At&t (T)	0.1	$329k	-5%	17k	19.11	View chart
Calamos Strategic Total Return Com Sh Ben Int Sh Ben Int (CSQ)	0.1	$322k		19k	16.84	View chart
Wells Fargo & Company (WFC)	0.1	$320k		5.4k	59.39	View chart
Danaher Corporation (DHR)	0.1	$318k	-38%	1.3k	249.88	View chart
Intel Corporation (INTC)	0.0	$306k		9.9k	30.97	View chart
Ishares Russell 2000 Growth Etf Rus 2000 Grw Etf (IWO)	0.0	$303k	-5%	1.2k	262.61	View chart
Artisan Partners Asset Mgmt In Cl A Cl A (APAM)	0.0	$300k		7.3k	41.27	View chart
Williams Companies (WMB)	0.0	$297k		7.0k	42.50	View chart
Duke Energy Corp Com New (DUK)	0.0	$296k		3.0k	100.24	View chart
Mondelez Intl Inc Cl A Cl A (MDLZ)	0.0	$287k		4.4k	65.43	View chart
Trane Technologies SHS (TT)	0.0	$286k		869.00	328.93	View chart
salesforce (CRM)	0.0	$282k	+5%	1.1k	257.10	View chart
Spdr S&p 400 Mid Cap Growth Etf S&P 400 MDCP GRW (MDYG)	0.0	$282k	-2%	3.4k	84.06	View chart
Kayne Anderson MLP Investment (KYN)	0.0	$282k		27k	10.33	View chart
Comcast Corp New Cl A Cl A (CMCSA)	0.0	$280k		7.1k	39.16	View chart
Vanguard S&p Small-cap 600 Value Etf Smlcp 600 Val (VIOV)	0.0	$278k		3.3k	83.66	View chart
Novo-nordisk A S Sponsored Adr (NVO)	0.0	$276k	+10%	1.9k	142.74	View chart
Invesco S&p Midcap Quality Etf S&p Mdcp Quality (XMHQ)	0.0	$276k	-6%	2.8k	97.03	View chart
Mfs Inter High Income Fd Sh Ben Int Sh Ben Int (CIF)	0.0	$271k	NEW	160k	1.70	View chart
Mplx Lp Com Unit Rep Com Unit Rep Ltd (MPLX)	0.0	$268k		6.3k	42.59	View chart
Raytheon Technologies Corp (RTX)	0.0	$268k	-33%	2.7k	100.39	View chart
Welltower Inc Com reit (WELL)	0.0	$264k		2.5k	104.25	View chart
International Business Machines (IBM)	0.0	$261k	-3%	1.5k	172.93	View chart
Invesco Bloomberg Mvp Multi-factor Etf Dynmc Mkt Etf (BMVP)	0.0	$260k		5.9k	44.02	View chart
Spire (SR)	0.0	$255k	-3%	4.2k	60.73	View chart
Broadcom (AVGO)	0.0	$252k	-2%	157.00	1602.72	View chart
Deere & Company (DE)	0.0	$251k	-3%	672.00	373.86	View chart
Northrop Grumman Corporation (NOC)	0.0	$249k		571.00	435.95	View chart
Pacer Us Small Cap Cash Cows 100 Etf Pacer Us Small (CALF)	0.0	$248k	+7%	5.7k	43.56	View chart
Performance Food (PFGC)	0.0	$246k		3.7k	66.11	View chart
Vanguard U.s. Value Factor Etf Us Value Factr (VFVA)	0.0	$244k	-14%	2.2k	113.09	View chart
Vanguard S&p Mid-cap 400 Growth Etf Midcp 400 Grth (IVOG)	0.0	$242k		2.2k	109.54	View chart
Ishares Tips Bond Etf Tips Bd Etf (TIP)	0.0	$240k		2.2k	106.80	View chart
Bristol Myers Squibb (BMY)	0.0	$239k		5.7k	41.53	View chart
Texas Instruments Incorporated (TXN)	0.0	$234k		1.2k	194.53	View chart
Vanguard Ftse All-world Ex-us Index Fund Allwrld Ex Us (VEU)	0.0	$233k		4.0k	58.64	View chart
Dimensional International Value Etf Internatnal Val (DFIV)	0.0	$232k	NEW	6.4k	35.94	View chart
Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG)	0.0	$223k		2.2k	100.84	View chart
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR)	0.0	$221k		2.1k	106.68	View chart
3M Company (MMM)	0.0	$210k		2.1k	102.17	View chart
AFLAC Incorporated (AFL)	0.0	$202k	NEW	2.3k	89.31	View chart
Vanguard Extended Market Etf Extend Mkt Etf (VXF)	0.0	$202k	NEW	1.2k	168.79	View chart
Goldman Sachs (GS)	0.0	$200k	NEW	442.00	452.57	View chart
Hancock John Prem Divid Fd Com Sh Ben Int Sh Ben It (PDT)	0.0	$191k	-58%	16k	11.78	View chart
Perimeter Solutions Sa Common Stock (PRM)	0.0	$191k		24k	7.83	View chart
Neuberger Berman Mlp Income (NML)	0.0	$156k	NEW	19k	8.00	View chart
Flaherty & Crumrine Pref. Incme Opp (PFO)	0.0	$100k		12k	8.47	View chart
FutureFuel (FF)	0.0	$54k	NEW	11k	5.13	View chart

Past Filings by Mosaic Family Wealth Partners

SEC 13F filings are viewable for Mosaic Family Wealth Partners going back to 2022

Mosaic Family Wealth Partners 2024 Q2 filed Aug. 6, 2024
Mosaic Family Wealth Partners 2024 Q1 filed June 13, 2024
Mosaic Family Wealth Partners 2023 Q4 filed Jan. 29, 2024
Mosaic Family Wealth Partners 2023 Q3 filed Nov. 1, 2023
Mosaic Family Wealth Partners 2023 Q2 filed Aug. 8, 2023
Mosaic Family Wealth Partners 2023 Q1 filed April 10, 2023
Mosaic Family Wealth Partners 2022 Q4 filed Feb. 14, 2023

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