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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 (2017Q1)
Original 13F HR (0001513122-17-000002) filed in 2017.05.09
#
Name
Shares
Value ($)
%
Options
Notes
1 iShares JPM Emerging Mkt Bond 167,864 19,086 12.04%
2 Vanguard Sh-Term Inflation Pro 290,181 14,355 9.06%
3 UBS ETracs Alerian MLP Infrast 438,673 12,800 8.07%
4 Weyerhaeuser Co 318,240 10,814 6.82%
5 iShares Core MSCI Emerging Mkt 180,542 8,628 5.44%
6 iShares Russell 1000 63,237 8,300 5.24%
7 Mkt Vectors BDC ETF 416,870 8,033 5.07%
8 Powershs RAFI Developed ex US 198,679 7,965 5.02%
9 Powershs RAFI US Large 1000 57,196 5,861 3.70%
10 Vanguard Total Int'l Bond ETF 102,412 5,544 3.50%
11 iShares S&P 500 Index 20,416 4,844 3.06%
12 Rayonier Inc 163,011 4,620 2.91%
13 Vanguard Short Tm Bond Index E 50,355 4,014 2.53%
14 Vanguard FTSE Developed Mkts E 101,860 4,003 2.53%
15 iShares Russell 1000 Value 34,548 3,971 2.51%
16 SPDR DJ Global Real Estate ET 83,725 3,942 2.49%
17 Powershs RAFI US Small 1500 30,912 3,599 2.27%
18 Vanguard Intermediate-Term Bon 36,050 3,014 1.90%
19 Schwab US TIPS ETF 53,001 2,943 1.86%
20 SPDR S&P Int'l Small 76,226 2,403 1.52%
21 iShares Core S&P Smallcap 33,475 2,315 1.46%
22 Potlatch Corporation 43,037 1,967 1.24%
23 Vanguard Value ETF 19,869 1,895 1.20%
24 UBS ETracs WF BDC ETN 76,392 1,817 1.15%
25 Pimco 1-5 Year TIPS ETF 25,554 1,350 0.85%
26 Schwab International Equity ET 41,832 1,250 0.79%
27 SPDR S&P 500 4,843 1,142 0.72%
28 Wisdomtree Emerg Local Bonds 26,986 1,014 0.64%
29 Wisdomtree Int'l Small Cap Div 14,665 960 0.61%
30 iShares MSCI EAFE Index 12,413 773 0.49%
31 iShares Cohen Steers Realty Ma 7,397 738 0.47%
32 Vanguard FTSE Emerging Mkts ET 17,928 712 0.45%
33 Pimco Enhanced Short Maturity 5,685 578 0.36%
34 Powershs RAFI Devel Mkts xUS S 14,923 436 0.28%
35 Vanguard Total Stock Mkt ETF 3,429 416 0.26%
36 iShares Barclays Tips Bond 3,381 388 0.24%
37 Proshs Ultra Financials 3,490 339 0.21%
38 iShares MSCI KLD Social 400 3,793 329 0.21%
39 Powershs S&P500 Buy Write ETF 14,668 323 0.20%
40 Wisdomtree Large Cap Div 3,395 282 0.18%
41 iShares Russell Microcap 3,267 280 0.18%
42 iPath S&P 500 Buy/Write ETN 3,511 253 0.16%
43 Tortoise North Amer Pipleline 9,283 224 0.14%