Dark
Light
System
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 (2016Q4)
Original 13F HR (0001513122-17-000001) filed in 2017.02.02
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 171,553 18,909 12.11%
2 VANGUARD MALVERN FDS 283,723 13,948 8.93%
3 UBS AG JERSEY BRH 465,833 13,234 8.48%
4 WEYERHAEUSER CO 329,544 9,916 6.35%
5 ISHARES INC 207,784 8,820 5.65%
6 POWERSHARES ETF TR II 212,433 7,977 5.11%
7 ISHARES RUSSELL 1000 ETF 63,568 7,912 5.07%
8 Mkt Vectors BDC ETF 413,300 7,442 4.77%
9 POWERSHARES N/C 6/4/18 46137V613 68,526 6,822 4.37%
10 VANGUARD CHARLOTTE FDS 98,425 5,343 3.42%
11 ISHARES TR 20,416 4,593 2.94%
12 RAYONIER INC 167,245 4,449 2.85%
13 ISHARES TR 36,266 4,063 2.60%
14 SPDR INDEX SHS FDS 83,811 3,927 2.52%
15 VANGUARD BD INDEX FDS 48,767 3,875 2.48%
16 VANGUARD TAX-MANAGED FDS 103,039 3,765 2.41%
17 POWERSHARES ETF TRUST 32,333 3,728 2.39%
18 VANGUARD BD INDEX FDS 31,956 2,655 1.70%
19 SCHWAB US TIPS ETF 46,813 2,567 1.64%
20 ISHARES TR 17,229 2,369 1.52%
21 SPDR INDEX SHS FDS 77,432 2,246 1.44%
22 VANGUARD INDEX FDS 21,279 1,979 1.27%
23 POTLATCHDELTIC CORPORATION 45,875 1,911 1.22%
24 UBS AG JERSEY BRH 81,730 1,854 1.19%
25 PIMCO ETF TRUST 1-5 US TIP IDX ETF 34,385 1,804 1.16%
26 SPDR S&P 500 ETF TR 5,843 1,306 0.84%
27 SCHWAB INTERNATIONAL EQUITY ETF 43,020 1,191 0.76%
28 WISDOMTREE TR 15,647 939 0.60%
29 WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND 23,328 834 0.53%
30 ISHARES COHEN & STEERS REIT ETF 7,682 765 0.49%
31 ISHARES TR 12,470 720 0.46%
32 VANGUARD INTL EQUITY INDEX F 19,185 686 0.44%
33 CATERPILLAR INC 5,000 464 0.30%
34 ISHARES TR 3,652 413 0.26%
35 VANGUARD INDEX FDS 3,433 396 0.25%
36 POWERSHARES ETF TR II 13,587 367 0.24%
37 PROSHARES ULTRA FNCLS NEW ETF 3,490 323 0.21%
38 ISHARES TR 3,793 312 0.20%
39 POWERSHARES GLOBAL ETF FD 14,668 312 0.20%
40 ISHARES TR 3,267 280 0.18%
41 WISDOMTREE TR 3,395 271 0.17%
42 BARCLAYS BK PLC 3,511 245 0.16%
43 EXXON MOBIL CORP 2,237 202 0.13%