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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 $74,535,614
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 50,527 $8,300,070 11.14%
2.
Apple Inc.
 AAPL 24,531 $7,098,363 9.52%
3.
Dfa Us Large Cap Equity Institutional
 155,527 $6,370,372 8.55%
4.
Conocophillips
 COP 52,976 $5,507,385 7.39%
5.
Vanguard Intl Equity Index Funds
 VWO 57,705 $4,832,794 6.48%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.