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Name: |
Mosaic Advisors LLC |
City: |
HOUSTON |
State: |
TX |
Zip: |
77027 |
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Holdings
Found :
6 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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MUB |
iShares S&P National Munici... |
2 |
- |
$106.80 |
$34,382,000 |
319,533 |
28.08% |
-149,000 |
1,011 |
0.02 |
Closed - End Fund - E... |
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VGIT |
Vanguard Intermediate -Ter |
4 |
- |
$57.66 |
$6,517,000 |
111,310 |
5.32% |
238,000 |
5,466 |
0.012 |
Closed - End Fund - Debt |
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VB |
Vanguard Small Cap VIPERS |
6 |
- |
$222.54 |
$2,869,000 |
12,550 |
2.34% |
200,000 |
37 |
0.007 |
Closed - End Fund - E... |
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VTEB |
Vanguard Tax Exempt Bond Etf |
8 |
- |
$50.18 |
$2,827,000 |
55,877 |
2.31% |
-11,000 |
284 |
0.003 |
N/A |
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VWO |
Vanguard Emerging Markets S... |
10 |
- |
$43.46 |
$1,721,000 |
41,194 |
1.41% |
29,000 |
38 |
0 |
Closed - End Fund - E... |
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JPST |
Jp Morgan Ultra Short Incom... |
14 |
- |
$0.00 |
$309,000 |
6,121 |
0.25% |
6,000 |
81 |
0.001 |
N/A |
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