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Home > Institutional Investor > Mosaic Advisors Llc > Profile

Instuitional Investor - Mosaic Advisors Llc

Fund Profile
Filing Period:
Fund Name: Mosaic Advisors Llc
Portfolio Value $52,166,238
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 50,527 $7,512,860 14.4%
2.
Apple Inc.
 AAPL 22,711 $6,174,280 11.84%
3.
Conocophillips
 COP 52,976 $4,959,083 9.51%
4.
Vanguard Intl Equity Index Funds
 VWO 57,705 $4,244,780 8.14%
5.
Vanguard Dividend Appreciation Etf
 16,346 $3,592,451 6.89%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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