Mosaic Advisors as of March 31, 2023
Portfolio Holdings for Mosaic Advisors
Mosaic Advisors holds 15 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Specialized Funds Funds (VIG) | 31.0 | $38M | 247k | 154.01 | |
| Vanguard Mun Bd Fds Funds (VTEB) | 20.9 | $26M | 506k | 50.66 | |
| Vanguard Star Fds Funds (VXUS) | 19.7 | $24M | 439k | 55.21 | |
| Ishares Tr Funds (MUB) | 12.8 | $16M | 146k | 107.74 | |
| Vanguard Scottsdale Fds Funds (VGSH) | 5.8 | $7.1M | 122k | 58.54 | |
| Apple Common Stock (AAPL) | 2.5 | $3.1M | 19k | 164.90 | |
| Vanguard Index Fds Funds (VB) | 1.9 | $2.3M | 12k | 189.56 | |
| Sherwin Williams Common Stock (SHW) | 1.5 | $1.9M | 8.3k | 224.77 | |
| Vanguard Intl Equity Index F Funds (VWO) | 1.4 | $1.7M | 42k | 40.40 | |
| Ishares Tr Funds (AGG) | 1.0 | $1.2M | 12k | 99.64 | |
| Vertiv Holdings Common Stock (VRT) | 0.5 | $556k | 39k | 14.31 | |
| Deere & Co Common Stock (DE) | 0.3 | $425k | 1.0k | 412.72 | |
| Microsoft Corp Common Stock (MSFT) | 0.3 | $394k | 1.4k | 288.34 | |
| Cisco Sys Common Stock (CSCO) | 0.2 | $261k | 5.0k | 52.27 | |
| J P Morgan Exchange-traded F Funds (JPST) | 0.2 | $206k | 4.1k | 50.32 |
