MS

Mustard Seed Financial, LLC

13F
Mustard Seed Financial, LLC
Last update 2025-07-17 86 Stocks (6 new)
Value $139.00 Mil Turnover 6 %
Countries:
Top Holdings: BSV(11.24%)BIV(7.12%)VCSH(6.61%)VUG(6.60%)VTV(5.00%)
Summary Stock Picks Current Portfolio
Mustard Seed Financial, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BSV
Vanguard Short-Term Bond ETF
198,344
15,609.6
+0.73%
11.240
+0.08%
0.040
+0.35%
+1.46%
38,425.6
 
BIV
Vanguard Intermediate-Term Bond ETF
127,802
9,884.2
+4.10%
7.120
+0.28%
0.040
+1.29%
+2.72%
23,145.5
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
115,358
9,171.0
+10.84%
6.610
+0.65%
0.030
+1.03%
+1.64%
34,956.2
 
VUG
Vanguard Growth ETF
20,893
9,159.4
+13.08%
6.600
+0.76%
0.010
+24.95%
+9.74%
165,393.5
 
VTV
Vanguard Value ETF
39,274
6,941.3
+2.78%
5.000
+0.14%
0.010
+10.54%
+6.66%
135,521.3
 
VXUS
Vanguard Total International Stock
83,289
5,754.4
-1.18%
4.150
-0.05%
0.010
+13.69%
+20.60%
94,497.9
 
DFLV
Dimensional US Large Cap Value ETF
169,182
5,248.0
+11.50%
3.780
+0.39%
0.140
+11.94%
+6.43%
3,835.2
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
141,602
4,895.2
+11.10%
3.530
+0.35%
0.050
+12.14%
+21.44%
10,907.5
 
NVDA
NVIDIA Corp
29,316
4,631.7
0%
3.340
0%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
VTEB
Vanguard Tax-Exempt Bond ETF
92,970
4,558.3
+37.05%
3.280
+0.89%
0.010
-0.14%
-3.17%
35,683.6
 

Mustard Seed Financial, LLC's Historical Top Holdings Breakdowns

Mustard Seed Financial, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTEB
Vanguard Tax-Exempt Bond ETF
2025-06-30
Add
Add
+0.89%
●
48.13 ($48.86) 49.85
$48.54
-0.65%
Add 37.05%
92,970
25,133
VUG
Vanguard Growth ETF
2025-06-30
Add
Add
+0.76%
●
329.49 ($394.63) 438.4
$450.40
14.13%
Add 13.08%
20,893
2,417
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-06-30
Add
Add
+0.65%
●
77.94 ($78.77) 79.5
$79.29
0.66%
Add 10.84%
115,358
11,284
ARKB
ARK 21Shares Bitcoin ETF Beneficial Interest
ARK 21Shares Bitcoin ETF Beneficial Interest
2025-06-30
Add
Add
+0.63%
●
25.51 ($32.69) 37
$39.37
20.43%
Add 183.95%
37,791
24,482
DFLV
Dimensional US Large Cap Value ETF
2025-06-30
Add
Add
+0.39%
●
26.9 ($29.62) 31.02
$31.96
7.90%
Add 11.5%
169,182
17,454
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-06-30
Add
Add
+0.35%
●
28.02 ($32.74) 34.71
$35.46
8.31%
Add 11.1%
141,602
14,149
BIV
Vanguard Intermediate-Term Bond ETF
2025-06-30
Add
Add
+0.28%
●
75.05 ($76.17) 77.34
$76.76
0.77%
Add 4.1%
127,802
5,038
VBK
Vanguard Small Cap Growth ETF
2025-06-30
Add
Add
+0.17%
●
219.76 ($257.42) 276.94
$286.47
11.29%
Add 13.15%
7,115
827
DCOR
Dimensional US Core Equity 1 ETF
2025-06-30
New Buy
New Buy
+0.16%
●
54.34 ($62.2) 66.85
$68.87
10.72%
New holding
3,239
3,239
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
2025-06-30
Add
Add
+0.16%
●
22.87 ($26.82) 28.95
$29.98
11.78%
Add 11.09%
77,079
7,696

Mustard Seed Financial, LLC Total Holding History ($B)

To

Mustard Seed Financial, LLC's Asset Allocation

To

Mustard Seed Financial, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mustard Seed Financial, LLC's Hypothetical Growth since 2025-06-30

Mustard Seed Financial, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Mustard Seed Financial, LLC's Holdings Heat Map

Size field:

Mustard Seed Financial, LLC's Holdings Bubble Chart

Mustard Seed Financial, LLC News

  • 1

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