Mosaic Family Wealth Partners »

Capital Group U S Multi Sec Etf shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in Capital Group U S Multi Sec Etf

Tip: Access up to 7 years of quarterly data

All positions including Capital Group U S Multi Sec Etf held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group U S Multi Sec Etf by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 70k 27.62

More positions owned by Mosaic Family Wealth Partners

Vanguard Growth Etf Growth Etf (VUG)
Dimensional Us Large Cap Value Etf Us Large Cap Val (DFLV)
Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)
Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)
Vanguard Value Etf Value Etf (VTV)
Dimensional Us Small Cap Value Etf Us Small Cap Val (DFSV)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Dimensional U.s. Targeted Value Etf Us Targeted Vlu (DFAT)
Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)
Apple (AAPL)
Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)
State Street Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPYM)

View all positions for Mosaic Family Wealth Partners

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Great Valley Advisor Group
Advisor Group Holdings
Capital Advantage
Wealth Enhancement Advisory Services
Beacon Pointe Advisors
Cambridge Investment Research Advisors
Stifel Financial
Jones Financial Companies, L.L

View all funds holding Capital Group U S Multi Sec Etf