Mosaic Family Wealth Partners, LLC Portfolio Holdings
Mosaic Family Wealth Partners, LLC
- $622 Billion
- Q2 2024
Mosaic Family Wealth Partners, LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $622 Billion distributed in 192 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $102B, Dimensional Us Large Cap Value ETF with a value of $67.9B, Xtrackers Msci Eafe Hedged Equ with a value of $58.8B, Vanguard Value ETF with a value of $26.2B, and Vanguard Small Cap Growth ETF with a value of $25.5B.
Examining the 13F form we can see an increase of $14.5B in the current position value, from $607B to 622B.
Mosaic Family Wealth Partners, LLC is based out at St. Louis, MO
Below you can find more details about Mosaic Family Wealth Partners, LLC portfolio as well as his latest detailed transactions.