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Home > Institutional Investor > Mosaic Financial Partners, Inc. > Profile

Instuitional Investor - Mosaic Financial Partners, Inc.

Fund Profile
Filing Period:
Fund Name: Mosaic Financial Partners, Inc.
Portfolio Value $152,364,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Jpm Emerging Mkt Bond
 184,152 $19,662,000 12.9%
2.
Weyerhaeuser Co
 WY 283,844 $10,349,000 6.79%
3.
Vanguard Sh-Term Inflation Pro
 208,775 $10,199,000 6.69%
4.
Ishares Trust
 IEF 62,334 $9,474,000 6.21%
5.
Indexiq Etf Trust
 284,502 $8,737,000 5.73%
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)