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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 $68,111,723
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Dividend Appreciation Etf
 187,854 $38,448,102 56.45%
2.
Vanguard Total International Stk Etf
 307,923 $21,274,367 31.23%
3.
Vanguard Small Cap Etf Iv
 7,382 $1,749,318 2.57%
4.
Vanguard Intl Equity Index Funds
 VWO 32,008 $1,583,137 2.32%
5.
Ishares Trust
 IEF 4,765 $825,632 1.21%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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