MF
| |
Mosaic Financial Partners, Inc.13F | |
| Mosaic Financial Partners, Inc. | |
| Last update 2018-07-20 | 35 Stocks (4 new) |
| Value $107.00 Mil | Turnover 7 % |
Mosaic Financial Partners, Inc... Top Holdings of 2018-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
| 184,152 | 19,662.0 | +1.88% | 18.370 | +0.34% | 0.100 | +3.64% | +6.63% | 13,581.4 | ||
WY | Weyerhaeuser Co | 283,844 | 10,349.0 | -5.11% | 9.670 | -0.43% | 0.040 | +5.44% | -6.42% | 18,819.2 | REITs | |
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 208,775 | 10,199.0 | +3.54% | 9.530 | +0.33% | 0.050 | +0.85% | +4.39% | 14,968.4 | ||
IWB | iShares Russell 1000 ETF | 62,334 | 9,474.0 | -0.50% | 8.850 | -0.04% | 0.050 | +15.80% | +8.97% | 41,940.8 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 162,722 | 8,545.0 | +4.00% | 7.980 | +0.31% | 0.010 | +15.62% | +19.03% | 99,727.7 | ||
IVV | iShares Core S&P 500 ETF | 21,661 | 5,915.0 | -0.08% | 5.530 | 0% | 0.000 | +15.81% | +9.16% | 643,529.2 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 97,407 | 5,329.0 | New Holding | 4.980 | +4.98% | 0.010 | +0.16% | +1.55% | 66,125.7 | ||
VEA | Vanguard FTSE Developed Markets ETF | 98,418 | 4,222.0 | -0.25% | 3.940 | -0.01% | 0.000 | +11.02% | +22.29% | 161,491.3 | ||
RYN | Rayonier Inc | 94,724 | 3,665.0 | -21.25% | 3.420 | -0.72% | 0.060 | -1.14% | -6.48% | 3,721.5 | REITs | |
IWD | iShares Russell 1000 Value ETF | 29,572 | 3,589.0 | -2.02% | 3.350 | -0.06% | 0.010 | +10.25% | +7.91% | 62,692.3 |
Mosaic Financial Partners, Inc.'s Historical Top Holdings Breakdowns
Mosaic Financial Partners, Inc. Total Holding History ($B)
Mosaic Financial Partners, Inc.'s Asset Allocation
Mosaic Financial Partners, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Mosaic Financial Partners, Inc.'s Hypothetical Growth since 2018-06-30
Mosaic Financial Partners, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Mosaic Financial Partners, Inc.'s Holdings Heat Map
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Mosaic Financial Partners, Inc.'s Holdings Bubble Chart
Mosaic Financial Partners, Inc. News
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