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Home > Institutional Investor > Mosaic Financial Group, Llc > 13F Holdings

Instuitional Investor - Mosaic Financial Group, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 23,769 $17,801 11.39%
2.
Vanguard Specialized Funds - DIV APP ETF
 73,207 $17,322 11.08%
3.
Union Pacific Corp
 UNP 22,763 $6,192 3.96%
4.
Microsoft Corp
 MSFT 15,684 $5,851 3.74%
5.
Apple Inc.
 AAPL 18,088 $5,234 3.35%
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.