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Name: |
MOSAIC FAMILY WEALTH PARTNERS LLC |
City: |
ST. LOUIS |
State: |
MO |
Zip: |
63144 |
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Holdings
Found :
16 |
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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 |
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AGG |
iShares Barclays Agency Bond |
117 |
New |
$96.46 |
$474,000 |
4,778 |
0.08% |
474,000 |
4,778 |
0 |
Closed - End Fund - E... |
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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... |
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SCHD |
Schwab US Dividend Equity ETF |
128 |
New |
$78.25 |
$384,000 |
5,041 |
0.07% |
384,000 |
5,041 |
0.002 |
N/A |
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URI |
United Rentals Inc |
131 |
New |
$674.27 |
$341,000 |
595 |
0.06% |
341,000 |
595 |
0.001 |
Rental & Leasing Serv... |
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SCHF |
Schwab Strategic Trust |
139 |
New |
$38.89 |
$318,000 |
8,600 |
0.05% |
318,000 |
8,600 |
0.001 |
Closed - End Fund - Debt |
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BIV |
Vanguard Intermediate-Term ... |
142 |
New |
$74.25 |
$315,000 |
4,130 |
0.05% |
315,000 |
4,130 |
0 |
Closed - End Fund - Debt |
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DHI |
DR Horton Inc |
143 |
New |
$151.40 |
$305,000 |
2,005 |
0.05% |
305,000 |
2,005 |
0.001 |
Residential Construct... |
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CDW |
Cdw Corp |
156 |
New |
$220.68 |
$275,000 |
1,209 |
0.05% |
275,000 |
1,209 |
0.001 |
Catalog & Mail Order ... |
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DHR |
Danaher Corp |
157 |
New |
$248.76 |
$275,000 |
1,187 |
0.05% |
275,000 |
1,187 |
0 |
General Building Mate... |
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PFGC |
Performance Food Group Co |
163 |
New |
$69.29 |
$257,000 |
3,722 |
0.04% |
257,000 |
3,722 |
0.002 |
N/A |
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CRM |
Salesforce.com Inc |
164 |
New |
$277.18 |
$257,000 |
977 |
0.04% |
257,000 |
977 |
0 |
Internet Software & S... |
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BRBR |
Bellring Brands, Inc. |
180 |
New |
$58.44 |
$220,000 |
3,960 |
0.04% |
220,000 |
3,960 |
0.003 |
N/A |
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TT |
Trane Technologies (Ingerso... |
181 |
New |
$325.89 |
$220,000 |
900 |
0.04% |
220,000 |
900 |
0 |
Diversified Machinery |
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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 |
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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... |
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CPRT |
Copart Inc |
188 |
New |
$55.93 |
$208,000 |
4,240 |
0.04% |
208,000 |
4,240 |
0 |
Auto Dealerships |
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