Mosaic Advisors

Mosaic Advisors as of March 31, 2022

Portfolio Holdings for Mosaic Advisors

Mosaic Advisors holds 15 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Funds (VIG) 52.9 $47M 289k 162.16
Vanguard Star Fds Funds (VXUS) 26.6 $24M 394k 59.74
Apple Common Stock (AAPL) 4.3 $3.8M 22k 174.63
Vanguard Index Fds Funds (VB) 3.9 $3.5M 16k 212.55
Vanguard Intl Equity Index F Funds (VWO) 2.7 $2.4M 51k 46.12
Sherwin Williams Common Stock (SHW) 2.6 $2.3M 9.2k 249.59
Ishares Gold Tr Funds (IAU) 2.2 $2.0M 54k 36.84
Ishares Tr Funds (AGG) 1.2 $1.0M 9.5k 107.14
Deere & Co Common Stock (DE) 0.7 $635k 1.5k 415.03
Spdr Gold Tr Funds (GLD) 0.7 $579k 3.2k 180.66
Vertiv Holdings Common Stock (VRT) 0.6 $543k 39k 13.99
Oracle Corp Common Stock (ORCL) 0.5 $477k 5.8k 82.73
Abbvie Common Stock (ABBV) 0.5 $473k 2.9k 161.93
Cisco Sys Common Stock (CSCO) 0.3 $279k 5.0k 55.80
Microsoft Corp Common Stock (MSFT) 0.3 $269k 873.00 308.13