Mosaic Financial Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $16.6K | 11.4% |
| VANGUARD SPECIALIZED FUNDS | $15.8K | 10.8% |
| MICROSOFT CORP | $7.9K | 5.4% |
| Union Pacific Corp | $5.5K | 3.7% |
| Apple Inc. | $5.2K | 3.6% |
| INVESCO EXCHANGE TRADED FD T | $3.7K | 2.5% |
| AT&T INC. | $3.2K | 2.2% |
| Alphabet Inc. | $3.1K | 2.1% |
| JPMORGAN CHASE & CO | $3.0K | 2.0% |
| PIMCO ETF TR | $2.5K | 1.7% |
| VANGUARD INDEX FDS | $2.3K | 1.6% |
| BERKSHIRE HATHAWAY INC DEL | $2.3K | 1.5% |
| ELI LILLY & Co | $2.2K | 1.5% |
| INVESCO QQQ TR | $2.2K | 1.5% |
| Broadcom Inc. | $2.1K | 1.4% |
| NOVARTIS AG | $2.1K | 1.4% |
| VANGUARD WHITEHALL FDS | $1.8K | 1.2% |
| ISHARES TR | $1.7K | 1.2% |
| FIRST TR EXCHANGE-TRADED FD | $1.7K | 1.2% |
| NVIDIA Corp | $1.7K | 1.1% |
| CHEVRON CORP | $1.6K | 1.1% |
| WISDOMTREE TR | $1.5K | 1.0% |
| FIDELITY MERRIMACK STR TR | $1.5K | 1.0% |
| RYAN SPECIALTY HOLDINGS, INC. | $1.5K | 1.0% |
| Amazon.com Inc | $1.5K | 1.0% |
| ConocoPhillips | $1.4K | 1.0% |
| VANGUARD INDEX FDS | $1.4K | 0.9% |
| BANK OF AMERICA CORP /DE | $1.3K | 0.9% |
| MCDONALD'S CORP | $1.3K | 0.9% |
| Charter Communications, Inc. | $1.2K | 0.8% |
| ISHARES TR | $1.2K | 0.8% |
| VANGUARD SCOTTSDALE FDS | $1.1K | 0.8% |
| SUNCOR ENERGY INC NEW | $1.1K | 0.8% |
| INVESCO EXCH TRADED FD TR II | $1.1K | 0.8% |
| TJX Cos Inc/The | $1.1K | 0.8% |
| SPDR SER TR | $1.1K | 0.7% |
| ISHARES TR | $1.1K | 0.7% |
| Alphabet Inc. | $1.0K | 0.7% |
| PIMCO ETF TR | $962 | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $936 | 0.6% |
| KKR & Co. Inc. | $892 | 0.6% |
| Blackstone Inc | $838 | 0.6% |
| Merck & Co., Inc. | $779 | 0.5% |
| EXXON MOBIL CORP | $737 | 0.5% |
| Warren E. Buffett | $715 | 0.5% |
| THE GOLDMAN SACHS GROUP, INC. | $714 | 0.5% |
| WELLS FARGO & COMPANY/MN | $706 | 0.5% |
| Warner Bros. Discovery, Inc. | $689 | 0.5% |
| VANGUARD SCOTTSDALE FDS | $686 | 0.5% |
| Meta Platforms Inc | $648 | 0.4% |