0001808523-24-000006.txt : 20240730 0001808523-24-000006.hdr.sgml : 20240730 20240730164020 ACCESSION NUMBER: 0001808523-24-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240730 DATE AS OF CHANGE: 20240730 EFFECTIVENESS DATE: 20240730 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mosaic Advisors LLC CENTRAL INDEX KEY: 0001808523 ORGANIZATION NAME: IRS NUMBER: 454387745 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21144 FILM NUMBER: 241158109 BUSINESS ADDRESS: STREET 1: 3773 RICHMOND AVE STREET 2: SUITE 700 CITY: HOUSTON STATE: TX ZIP: 77046 BUSINESS PHONE: 7139804100 MAIL ADDRESS: STREET 1: 3773 RICHMOND AVE STREET 2: SUITE 700 CITY: HOUSTON STATE: TX ZIP: 77046 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001808523 XXXXXXXX 06-30-2024 06-30-2024 Mosaic Advisors LLC
3773 RICHMOND AVE SUITE 700 HOUSTON TX 77046
13F HOLDINGS REPORT 028-21144 000164913 801-99369 N
Carey Kesner Chief Compliance Officer 713-980-4100 Carey Kesner Houston TX 07-30-2024 0 15 123919672 false
INFORMATION TABLE 2 mosaic2q24.xml Amazon.Com Inc Common Stock 023135106 260574 1348 SH SOLE 0 0 1348 Apple Inc Common Stock 037833100 3967011 18835 SH SOLE 0 0 18835 iShares Core US Aggregate Bond ETF Funds 464287226 2521696 25978 SH SOLE 0 0 25978 iShares National Muni Bond ETF Funds 464288414 34294201 321860 SH SOLE 0 0 321860 JPMorgan Ultra Short Income ETF Funds 46641Q837 313043 6203 SH SOLE 0 0 6203 Meta Platforms Inc Class A Common Stock 30303M102 204663 406 SH SOLE 0 0 406 Microsoft Common Stock 594918104 1023900 2291 SH SOLE 0 0 2291 Nvidia Corp Common Stock 67066G104 933184 7554 SH SOLE 0 0 7554 Sherwin Williams Co Common Stock 824348106 2429519 8141 SH SOLE 0 0 8141 Vanguard Dividend Appreciation ETF Funds 921908844 38339890 210024 SH SOLE 0 0 210024 Vanguard FTSE Emerging Mark ETF IV Funds 922042858 1809657 41354 SH SOLE 0 0 41354 Vanguard Intrmdiat TRM TRSRY ETF Funds 92206C706 6710996 115250 SH SOLE 0 0 115250 Vanguard Muni BND Tax Exempt ETF Funds 922907746 3314901 66152 SH SOLE 0 0 66152 Vanguard Small Cap ETF IV Funds 922908751 2736305 12550 SH SOLE 0 0 12550 Vanguard Total International STK ETF Funds 921909768 25060132 415591 SH SOLE 0 0 415591