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