Mosaic Family Wealth Partners, LLC Incresed Positions in Q2 2025

Mosaic Family Wealth Partners, LLC

  • $785 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
6.74K
+ 2.14%
$329.49 - $438.4 $2.22M - $2.96M
322K $141B
VEA
Vanguard Ftse Developed Market

ETFs
31K
+ 7.88%
$45.65 - $57.01 $1.41M - $1.77M
424K $24.2B
Dimensional Us Large Cap Value ETF
83.4K
+ 2.96%
N/A
2.9M $90B
VTV
Vanguard Value ETF

ETFs
13.5K
+ 8.06%
$153.67 - $176.74 $2.07M - $2.38M
180K $31.9B
BALL
Ball Corp

Consumer Cyclical
46.1K
+ 160.09%
$44.94 - $56.99 $2.07M - $2.63M
74.9K $4.2B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
35.8K
+ 21.51%
$39.89 - $49.46 $1.43M - $1.77M
202K $10B
DFSV
Dimensional ETF Tr Dimensional

ETFs
37.9K
+ 4.09%
$24.21 - $29.47 $917K - $1.12M
964K $28.4B
DFAT
Dimensional ETF Tr U S Target

ETFs
14.6K
+ 3.17%
$44.8 - $53.97 $652K - $785K
473K $25.5B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
9.21K
+ 50.29%
$70.44 - $86.87 $649K - $800K
27.5K $2.39B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
8.71K
+ 42.26%
$72.61 - $88.75 $633K - $773K
29.3K $2.6B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
629
+ 0.04%
$38.18 - $45.52 $24K - $28.6K
1.48M $64.6B
VBR
Vanguard Small Cap Value ETF

ETFs
1.94K
+ 5.97%
$162.76 - $195.77 $315K - $379K
34.3K $6.7B
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.38K
+ 4.0%
$72.02 - $73.82 $603K - $618K
218K $16B
VOE
Vanguard Mid Cap Value Index F

ETFs
2.3K
+ 5.88%
$141.87 - $164.49 $327K - $379K
41.5K $6.83B
VB
Vanguard Small Cap ETF

ETFs
1.25K
+ 25.3%
$193.73 - $237.37 $242K - $296K
6.18K $1.46B
IWS
Ishares Russell Midcap Value E

ETFs
2.5K
+ 51.12%
$110.58 - $132.14 $277K - $330K
7.39K $977M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
14.7K
+ 48.37%
N/A
45.1K $1.09B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27
+ 0.44%
$456.74 - $568.03 $12.3K - $15.3K
6.12K $3.48B
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.51K
+ 1.27%
$19.6 - $24.44 $29.7K - $37K
121K $2.96B
BA
Boeing CO

Industrials
652
+ 15.49%
$136.59 - $217.51 $89.1K - $142K
4.86K $1.02B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
7.49K
+ 4.88%
$27.29 - $29.28 $204K - $219K
161K $4.71B
WMT
Walmart Inc.

Consumer Defensive
65
+ 0.26%
$81.79 - $99.98 $5.32K - $6.5K
25.5K $2.49B
IAU
Ishares Gold Trust

ETFs
3.06K
+ 26.99%
$56.1 - $64.74 $172K - $198K
14.4K $898M
VTI
Vanguard Total Stock Market Et

ETFs
61
+ 0.85%
$243.75 - $303.93 $14.9K - $18.5K
7.23K $2.2B
Dimensional World Equity ETF
1.71K
+ 9.25%
N/A
20.1K $1.35B
AVGO
Broadcom Inc.

Technology
52
+ 2.87%
$146.29 - $275.65 $7.61K - $14.3K
1.87K $514M
TSLA
Tesla, Inc.

Consumer Cyclical
66
+ 3.15%
$221.86 - $362.89 $14.6K - $24K
2.16K $686M
COST
Costco Wholesale Corp

Consumer Defensive
70
+ 4.79%
$908.13 - $1056.85 $63.6K - $74K
1.53K $1.52B
VCIT
Vanguard Intermediate Term Cor

ETFs
1.15K
+ 3.51%
$79.56 - $82.92 $91.4K - $95.3K
33.9K $2.81B
VGT
Vanguard Information Technolog

ETFs
108
+ 25.17%
$470.37 - $663.28 $50.8K - $71.6K
537 $356M
GOOGL
Alphabet Inc.

Communication Services
122
+ 2.58%
$144.7 - $178.6 $17.7K - $21.8K
4.86K $856M
MS
Morgan Stanley

Financial Services
43
+ 0.95%
$99.83 - $140.86 $4.29K - $6.06K
4.59K $646M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
412
+ 1.5%
$27.43 - $34.32 $11.3K - $14.1K
28K $958M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.06K
+ 16.79%
$23.96 - $24.27 $97.3K - $98.5K
28.2K $685M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
189
+ 1.81%
$93.75 - $114.45 $17.7K - $21.6K
10.6K $1.21B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.03K
+ 3.49%
$77.74 - $78.78 $80.1K - $81.2K
30.6K $2.41B
WELL
Welltower Inc.

Real Estate
600
+ 24.0%
$136.49 - $155.22 $81.9K - $93.1K
3.1K $477M
Inspire 500 ETF
138
+ 6.13%
N/A
2.39K $548M
RSP
Invesco S&P 500 Equal Weight E

ETFs
179
+ 3.1%
$152.93 - $181.74 $27.4K - $32.5K
5.96K $1.08B
SCHG
Schwab Strategic Tr Us Large C

ETFs
8
+ 0.04%
$22.27 - $29.21 $178 - $234
17.8K $520M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
68
+ 0.71%
$55.54 - $69.09 $3.78K - $4.7K
9.62K $665M
GE
General Electric CO

Industrials
25
+ 2.32%
$166.81 - $257.39 $4.17K - $6.43K
1.1K $284M
RTX
Raytheon Technologies Corp

Industrials
200
+ 7.24%
$113.75 - $148.48 $22.8K - $29.7K
2.96K $433M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
23
+ 0.23%
$73.0 - $85.5 $1.68K - $1.97K
9.95K $836M
VT
Vanguard Total World Stk Index

ETFs
10
+ 0.24%
$103.16 - $128.52 $1.03K - $1.29K
4.26K $548M
WFC
Wells Fargo & Company

Financial Services
129
+ 2.51%
$60.98 - $80.12 $7.87K - $10.3K
5.27K $422M
VOOV
Vanguard S&P 500 Value ETF

ETFs
28
+ 0.3%
$162.65 - $188.71 $4.55K - $5.28K
9.28K $1.75B
PM
Philip Morris International Inc.

Consumer Defensive
9
+ 0.47%
$149.23 - $184.95 $1.34K - $1.66K
1.93K $352M
LLY
Eli Lilly & CO

Healthcare
147
+ 9.9%
$713.71 - $898.95 $105K - $132K
1.63K $1.27B
Activity Summary
Buys All Purchases 98 New Holdings 19 Increased Positions 79 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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