Mosaic Family Wealth Partners, LLC Incresed Positions in Q3 2024

Mosaic Family Wealth Partners, LLC

  • $674 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
26.1K
+ 9.52%
$341.08 - $391.94 $8.9M - $10.2M
300K $115B
Dimensional Us Large Cap Value ETF
160K
+ 6.82%
N/A
2.51M $77.3B
VBK
Vanguard Small Cap Growth ETF

ETFs
13.6K
+ 13.36%
$240.48 - $267.94 $3.27M - $3.65M
115K $30.9B
DFSV
Dimensional ETF Tr Dimensional

ETFs
48K
+ 6.18%
$28.25 - $31.7 $1.36M - $1.52M
825K $25.4B
DFAT
Dimensional ETF Tr U S Target

ETFs
24.1K
+ 6.23%
$51.0 - $57.07 $1.23M - $1.38M
411K $22.9B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
46.3K
+ 5.02%
$25.21 - $28.46 $1.17M - $1.32M
970K $27.3B
VTV
Vanguard Value ETF

ETFs
524
+ 0.32%
$159.75 - $174.57 $83.7K - $91.5K
164K $28.6B
VEA
Vanguard Ftse Developed Market

ETFs
24.7K
+ 8.41%
$47.6 - $53.31 $1.18M - $1.32M
318K $16.8B
DFIC
Dimensional ETF Tr Dimensional

ETFs
25.8K
+ 4.71%
$25.36 - $28.37 $654K - $732K
574K $16.1B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
20.4K
+ 1.43%
$38.33 - $42.48 $781K - $865K
1.44M $60.5B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.07K
+ 1.18%
$38.51 - $41.69 $157K - $170K
349K $14.5B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.17K
+ 6.62%
$41.9 - $48.26 $342K - $394K
132K $6.3B
VOE
Vanguard Mid Cap Value Index F

ETFs
47
+ 0.12%
$149.02 - $167.67 $7K - $7.88K
38K $6.37B
VBR
Vanguard Small Cap Value ETF

ETFs
276
+ 0.88%
$179.99 - $201.6 $49.7K - $55.6K
31.7K $6.36B
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
16.7K
+ 8.45%
$14.94 - $15.76 $250K - $264K
215K $3.39B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4.25K
+ 126.56%
$81.1 - $89.18 $344K - $379K
7.6K $667M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
6.71K
+ 4.64%
$28.11 - $29.42 $189K - $197K
151K $4.44B
Dimensional World Equity ETF
4.74K
+ 37.56%
N/A
17.3K $1.1B
DVY
Ishares Tr

ETFs
480
+ 2.8%
$119.99 - $135.74 $57.6K - $65.2K
17.6K $2.38B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
298
+ 5.82%
$475.2 - $527.7 $142K - $157K
5.42K $2.86B
SPY
Spdr S&P 500 ETF Trust

ETFs
67
+ 0.85%
$517.38 - $573.86 $34.7K - $38.4K
7.92K $4.54B
NEE
Nextera Energy Inc

Utilities
10
+ 0.05%
$69.9 - $84.97 $699 - $850
19.2K $1.62B
EFA
Ishares Tr Msci Eafe ETF

ETFs
347
+ 0.79%
$75.32 - $84.37 $26.1K - $29.3K
44.5K $3.72B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.83K
+ 15.98%
$85.03 - $94.56 $156K - $173K
13.3K $1.24B
VTI
Vanguard Total Stock Market Et

ETFs
494
+ 7.92%
$255.18 - $283.2 $126K - $140K
6.73K $1.91B
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.95K
+ 19.16%
$56.04 - $62.2 $165K - $184K
18.4K $1.14B
AEE
Ameren Corp

Utilities
42
+ 0.32%
$70.45 - $87.46 $2.96K - $3.67K
13K $1.14B
VGSH
Vanguard

ETFs
3.08K
+ 11.75%
$57.74 - $59.13 $178K - $182K
29.3K $1.73B
VO
Vanguard Mid Cap ETF

ETFs
84
+ 1.0%
$237.84 - $263.83 $20K - $22.2K
8.49K $2.24B
LOW
Lowes Companies Inc

Consumer Cyclical
28
+ 0.75%
$213.3 - $270.78 $5.97K - $7.58K
3.75K $1.02B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.92K
+ 9.11%
$76.38 - $78.87 $147K - $152K
23K $1.81B
ABBV
Abb Vie Inc.

Healthcare
109
+ 1.68%
$163.84 - $199.33 $17.9K - $21.7K
6.61K $1.3B
VCIT
Vanguard Intermediate Term Cor

ETFs
1.17K
+ 4.9%
$79.29 - $84.02 $92.8K - $98.4K
25.1K $2.1B
UNH
Unitedhealth Group Inc

Healthcare
58
+ 3.16%
$488.01 - $604.18 $28.3K - $35K
1.89K $1.11B
VOOV
Vanguard S&P 500 Value ETF

ETFs
26
+ 0.29%
$175.0 - $190.72 $4.55K - $4.96K
9.06K $1.73B
XEL
Xcel Energy Inc

Utilities
163
+ 1.56%
$52.11 - $65.3 $8.49K - $10.6K
10.6K $695M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
235
+ 2.31%
$109.24 - $121.48 $25.7K - $28.5K
10.4K $1.25B
MA
Mastercard Inc

Financial Services
17
+ 0.79%
$429.6 - $500.99 $7.3K - $8.52K
2.16K $1.07B
VIG
Vanguard Dividend Appreciation

ETFs
202
+ 4.08%
$182.15 - $182.15 $36.8K - $36.8K
5.15K $1.02B
ADV
Advantage Solutions Inc.

Communication Services
15K
+ 4.84%
$3.13 - $4.09 $47K - $61.4K
325K $1.11B
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.06%
$333.64 - $405.2 $334 - $405
1.77K $716M
META
Meta Platforms, Inc.

Communication Services
19
+ 1.36%
$453.41 - $572.44 $8.61K - $10.9K
1.42K $812M
IVV
Ishares Core S&P 500 ETF

ETFs
55
+ 2.2%
$520.18 - $576.82 $28.6K - $31.7K
2.56K $1.48B
VB
Vanguard Small Cap ETF

ETFs
17
+ 0.35%
$214.77 - $237.72 $3.65K - $4.04K
4.92K $1.17B
DFIV
Dimensional ETF Tr

ETFs
2.21K
+ 34.34%
$34.66 - $38.38 $76.7K - $84.9K
8.65K $330M
RSP
Invesco S&P 500 Equal Weight E

ETFs
81
+ 1.48%
$162.83 - $179.16 $13.2K - $14.5K
5.57K $997M
DUK
Duke Energy Corp

Utilities
442
+ 14.98%
$99.35 - $117.71 $43.9K - $52K
3.39K $391M
AVGO
Broadcom Inc.

Technology
1.85K
+ 1180.25%
$136.27 - $1745.86 $253K - $3.24M
2.01K $347M
SO
Southern CO

Utilities
107
+ 1.67%
$77.0 - $90.52 $8.24K - $9.69K
6.51K $587M
Activity Summary
Buys All Purchases 109 New Holdings 19 Increased Positions 90 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 1
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