| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 52.9% |
| Vanguard Total International STK ETF | 12 | Q3 2023 | 26.6% |
| Vanguard Small Cap ETF IV | 12 | Q3 2023 | 7.1% |
| APPLE INC | 12 | Q3 2023 | 5.6% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 5.7% |
| SHERWIN WILLIAMS CO | 12 | Q3 2023 | 2.6% |
| MICROSOFT CORP | 12 | Q3 2023 | 2.1% |
| Cisco Systems | 12 | Q3 2023 | 0.6% |
| ISHARES TR | 10 | Q3 2023 | 19.0% |
| JPMorgan Ultra Short Income ETF | 10 | Q3 2023 | 5.1% |
View Mosaic Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-02 |
View Mosaic Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.