MOSAIC FAMILY WEALTH PARTNERS, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
St. Louis, MO
CIK
0001965241
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 194 579,861 VUG, DFLV, DBEF, VBK RESTATEMENT 2/13/2024 000195175724000249
Q3 2023 180 499,127 VUG, DFLV, DBEF, VTV 13F-HR 11/1/2023 000195175723000658
Q2 2023 185 508,790 VUG, DFLV, DBEF, VTV 13F-HR 8/8/2023 000195175723000490
Q1 2023 182 478,181 VUG, DFLV, DBEF, VTV 13F-HR 4/10/2023 000195175723000134
Q4 2022 178 354,432 VUG, DBEF, VTV, VBK 13F-HR 2/14/2023 000196524123000002
Additional filings from Mosaic Family Wealth Partners, LLC that have since been restated