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Institutional Investment Manager
Mosaic Financial Partners, Inc.
Mosaic Financial Partners, Inc. (CIK: 0001513122) incorporated in California, located at 140 Geary Street, 6th FL, San Francisco, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0001513122-16-000008) filed in 2016.08.08
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 166,732 19,199 11.84%
2 VANGUARD MALVERN FDS 276,048 13,659 8.43%
3 UBS AG JERSEY BRH 463,656 13,108 8.09%
4 CREDIT SUISSE NASSAU BRH 489,798 10,423 6.43%
5 WEYERHAEUSER CO 335,674 9,993 6.16%
6 ISHARES INC 224,293 9,384 5.79%
7 ISHARES RUSSELL 1000 ETF 63,919 7,471 4.61%
8 POWERSHARES ETF TR II 201,460 6,960 4.29%
9 Mkt Vectors BDC ETF 404,406 6,737 4.16%
10 POWERSHARES N/C 6/4/18 46137V613 61,681 5,583 3.44%
11 VANGUARD CHARLOTTE FDS 82,872 4,616 2.85%
12 RAYONIER INC 171,401 4,498 2.77%
13 ISHARES TR 20,652 4,347 2.68%
14 ISHARES TR 42,023 4,338 2.68%
15 VANGUARD BD INDEX FDS 48,329 3,918 2.42%
16 VANGUARD TAX-MANAGED FDS 110,163 3,895 2.40%
17 POWERSHARES ETF TRUST 31,519 3,067 1.89%
18 SPDR INDEX SHS FDS 60,515 3,048 1.88%
19 VANGUARD INDEX FDS 28,036 2,383 1.47%
20 VANGUARD BD INDEX FDS 26,768 2,357 1.45%
21 SCHWAB US TIPS ETF 41,740 2,357 1.45%
22 SPDR INDEX SHS FDS 79,418 2,308 1.42%
23 PIMCO ETF TRUST 1-5 US TIP IDX ETF 38,546 2,037 1.26%
24 ISHARES TR 17,486 2,032 1.25%
25 UBS AG JERSEY BRH 84,906 1,771 1.09%
26 POTLATCHDELTIC CORPORATION 48,264 1,646 1.02%
27 WISDOMTREE TR 25,490 1,430 0.88%
28 SCHWAB INTERNATIONAL EQUITY ETF 46,047 1,248 0.77%
29 SPDR S&P 500 ETF TR 5,843 1,224 0.76%
30 ISHARES COHEN & STEERS REIT ETF 8,589 929 0.57%
31 VANGUARD INTL EQUITY INDEX F 23,682 834 0.51%
32 ISHARES TR 12,789 714 0.44%
33 WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND 17,511 655 0.40%
34 ISHARES TR 5,480 639 0.39%
35 CATERPILLAR INC 7,000 531 0.33%
36 JPMORGAN CHASE & CO 13,099 417 0.26%
37 VANGUARD INDEX FDS 3,531 378 0.23%
38 POWERSHARES GLOBAL ETF FD 15,551 322 0.20%
39 ISHARES TR 3,793 293 0.18%
40 WISDOMTREE TR 3,395 257 0.16%
41 BARCLAYS BK PLC 3,511 234 0.14%
42 ISHARES TR 3,267 231 0.14%
43 PROSHARES ULTRA FNCLS NEW ETF 3,490 231 0.14%
44 EXXON MOBIL CORP 2,237 210 0.13%
45 POWERSHARES ETF TR II 7,958 205 0.13%