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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 $139,422
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds
 78,369 $15,347 11%
2.
Ishares Trust
 IEF 23,135 $13,619 9.76%
3.
Microsoft Corp
 MSFT 18,642 $7,858 5.63%
4.
At&T Inc.
 T 251,226 $5,720 4.1%
5.
Union Pacific Corp
 UNP 24,933 $5,686 4.07%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)