StockDriftsStockDriftsTop 50 Mosaic Family Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 15.04% | 336.3K | $146.9M | +1.96%(+6.46K) | $41.94(+108.65%) | 2026-03-31 | |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | 10.95% | 3.00M | $107.0M | +1.27%(+37.44K) | $26.46(+44.69%) | 2026-03-31 | |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 7.57% | 1.50M | $74.0M | +0.78%(+11.65K) | $33.96(+53.81%) | 2026-03-31 | |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 3.76% | 121.7K | $36.8M | +0.82%(+988) | $213.00(+61.12%) | 2026-03-31 | |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 3.76% | 1.06M | $36.7M | +0.82%(+8.65K) | $23.78(+69.94%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 3.66% | 182.2K | $35.8M | +2.44%(+4.33K) | $139.02(+49.88%) | 2026-03-31 | |
| DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 3.58% | 998.0K | $35.0M | +1.41%(+13.91K) | $26.15(+40.49%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 3.41% | 520.1K | $33.3M | +2.20%(+11.20K) | $46.38(+52.29%) | 2026-03-31 | |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 3.12% | 488.6K | $30.5M | +1.23%(+5.94K) | $47.19(+39.51%) | 2026-03-31 | |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 2.31% | 636.5K | $22.6M | +2.87%(+17.74K) | $24.05(+58.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.79% | +51.26% |
| Top 20 Holdings Unweighted | +12.46% | +42.25% |
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