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Home > Institutional Investor > Mosaic Financial Group, Llc > Profile

Instuitional Investor - Mosaic Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Mosaic Financial Group, Llc
Portfolio Value $122,980
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 66,199 $12,842 10.44%
2.
Ishares Trust
 IEF 22,651 $12,727 10.35%
3.
Microsoft Corp
 MSFT 17,538 $6,584 5.35%
4.
Union Pacific Corp
 UNP 23,962 $5,661 4.6%
5.
Apple Inc.
 AAPL 19,158 $4,256 3.46%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)