MF
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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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | 184,152 | 19,662.0 | +1.88% | 18.370 | +0.34% | 0.100 | +0.77% | +4.28% | 12,683.6 | ||
WY | Weyerhaeuser Co | 283,844 | 10,349.0 | -5.11% | 9.670 | -0.43% | 0.040 | -13.32% | -5.19% | 19,067.4 | REITs | |
VTIP | Vanguard Short-Term Inflation-Protected Securities | 208,775 | 10,199.0 | +3.54% | 9.530 | +0.33% | 0.050 | +1.23% | +3.49% | 14,792.0 | ||
IWB | iShares Russell 1000 ETF | 62,334 | 9,474.0 | -0.50% | 8.850 | -0.04% | 0.050 | +3.72% | +1.95% | 39,947.0 | ||
IEMG | iShares Core MSCI Emerging Markets ETF | 162,722 | 8,545.0 | +4.00% | 7.980 | +0.31% | 0.010 | +8.56% | +11.01% | 89,454.2 | ||
IVV | iShares Core S&P 500 ETF | 21,661 | 5,915.0 | -0.08% | 5.530 | 0% | 0.000 | +3.61% | +2.03% | 588,146.3 | ||
BNDX | Vanguard Total International Bond ETF | 97,407 | 5,329.0 | New Holding | 4.980 | +4.98% | 0.010 | +1.47% | +1.63% | 65,041.6 | ||
VEA | Vanguard FTSE Developed Markets ETF | 98,418 | 4,222.0 | -0.25% | 3.940 | -0.01% | 0.000 | +9.84% | +17.86% | 152,176.7 | ||
RYN | Rayonier Inc | 94,724 | 3,665.0 | -21.25% | 3.420 | -0.72% | 0.060 | -12.08% | -9.15% | 3,657.6 | REITs | |
IWD | iShares Russell 1000 Value ETF | 29,572 | 3,589.0 | -2.02% | 3.350 | -0.06% | 0.010 | +0.72% | +2.67% | 60,899.2 |
Mosaic Financial Partners, Inc.'s Historical Top Holdings Breakdowns
Mosaic Financial Partners, Inc. Total Holding History ($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 |
|---|---|---|---|---|
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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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