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  Name: MOSAIC FAMILY WEALTH PARTNERS LLC
  City: ST. LOUIS
  State: MO
  Zip: 63144
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $579,857,000
  Total Value Change : $80,723,000
  Securities Held Change : 14
   
All Securities Held : 194
  New Positions : 16
  Closed Positions : 6
  Increased Positions : 80
  Unchanged Positions : 27
  Decreased Positions : 71

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Holdings Found : 16     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 117 New $96.46 $474,000 4,778 0.08% 474,000 4,778 0    Closed - End Fund - E...
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 118 New $109.79 $473,000 4,594 0.08% 473,000 4,594 0.003    Closed - End Fund - E...
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 128 New $78.25 $384,000 5,041 0.07% 384,000 5,041 0.002    N/A
   (URI)1 Year Chart         URI United Rentals Inc 131 New $674.27 $341,000 595 0.06% 341,000 595 0.001    Rental & Leasing Serv...
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 139 New $38.89 $318,000 8,600 0.05% 318,000 8,600 0.001    Closed - End Fund - Debt
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 142 New $74.25 $315,000 4,130 0.05% 315,000 4,130 0    Closed - End Fund - Debt
   (DHI)1 Year Chart         DHI DR Horton Inc 143 New $151.40 $305,000 2,005 0.05% 305,000 2,005 0.001    Residential Construct...
   (DHR)1 Year Chart         DHR Danaher Corp 157 New $248.76 $275,000 1,187 0.05% 275,000 1,187 0    General Building Mate...
   (CDW)1 Year Chart         CDW Cdw Corp 156 New $220.68 $275,000 1,209 0.05% 275,000 1,209 0.001    Catalog & Mail Order ...
   (PFGC)1 Year Chart         PFGC Performance Food Group Co 163 New $69.29 $257,000 3,722 0.04% 257,000 3,722 0.002    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc 164 New $277.18 $257,000 977 0.04% 257,000 977 0    Internet Software & S...
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 181 New $325.89 $220,000 900 0.04% 220,000 900 0    Diversified Machinery
   (BRBR)1 Year Chart         BRBR Bellring Brands, Inc. 180 New $58.44 $220,000 3,960 0.04% 220,000 3,960 0.003    N/A
   (IVOG)1 Year Chart         IVOG Vanguard S&p Mid Cap 40... 182 New $111.37 $217,000 2,207 0.04% 217,000 2,207 0.048    N/A
   (IJS)1 Year Chart         IJS iShares S&P SmCp 600/BRR Vl 185 New $99.68 $210,000 2,040 0.04% 210,000 2,040 0.003    Closed - End Fund - E...
   (CPRT)1 Year Chart         CPRT Copart Inc 188 New $55.93 $208,000 4,240 0.04% 208,000 4,240 0    Auto Dealerships
      16 Records Found
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