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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Mosaic Financial Partners

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Mosaic Financial Partners from 13F filings

Historical chart of Mosaic Financial Partners investment in Sch Fnd Us Lg Etf schwb fdt us lg

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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Mosaic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Mosaic Financial Partners

Quarter filed Position value Share count Share price at filing
2018-06-30 $3.7M 100k 37.34
2018-03-31 $2.8M 76k 36.33
2017-12-31 $1.1M 30k 37.45

More positions owned by Mosaic Financial Partners

iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB)
Weyerhaeuser Company (WY)
Vanguard Malvern Fds strm infproidx (VTIP)
iShares Russell 1000 Index (IWB)
IndexIQ IQ ARB Merger Arbitrage ETF (MNA)
Ishares Inc core msci emkt (IEMG)
Invesco Ftse Rafi Dev etf - e (PXF)
iShares S&P 500 Index (IVV)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Vanguard Europe Pacific ETF (VEA)
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ)
Wisdomtree Tr em lcl debt (ELD)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Rayonier (RYN)

View all positions for Mosaic Financial Partners

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Management
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Envestnet Asset Management
Cornerstone Planning Group
Callan Capital
Morgan Stanley
Bank of America Corporation
Charles Schwab Trust
Financial Strategies Group
Lee Financial

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg