$109 Million is the total value of Mosaic Advisors LLC's 29 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-23
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.