0001513122-15-000001.txt : 20150210 0001513122-15-000001.hdr.sgml : 20150210 20150209174304 ACCESSION NUMBER: 0001513122-15-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150210 DATE AS OF CHANGE: 20150209 EFFECTIVENESS DATE: 20150210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mosaic Financial Partners, Inc. CENTRAL INDEX KEY: 0001513122 IRS NUMBER: 943328465 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14412 FILM NUMBER: 15589686 BUSINESS ADDRESS: STREET 1: 140 GEARY STREET, 6TH FL CITY: SAN FRANCISCO STATE: CA ZIP: 94108 BUSINESS PHONE: 415-788-1952 MAIL ADDRESS: STREET 1: 140 GEARY STREET, 6TH FL CITY: SAN FRANCISCO STATE: CA ZIP: 94108 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001513122 XXXXXXXX 12-31-2014 12-31-2014 Mosaic Financial Partners, Inc.

140 GEARY STREET, 6TH FL SAN FRANCISCO CA 94108

13F HOLDINGS REPORT 028-14412 N Geoffrey M Zimmerman 415-788-1952 Geoffrey M Zimmerman San Francisco CA 02-09-2015 0 46 147365 false INFORMATION TABLE 2 Form13FInfoTable.xml MFPFORM13FDEC312014 Vanguard Sh-Term Inflation Pro COM 922020805 12034 249469 SH SOLE 0 0 0 249469 E Tracs Alerian MLP Infrastruc COM 902641646 11287 278022 SH SOLE 0 0 0 278022 JPMorgan Alerian MLP Index ETN COM 46625H365 10442 227251 SH SOLE 0 0 0 227251 iShares JPM Emerging Mkt Bond COM 464288281 9310 84863 SH SOLE 0 0 0 84863 iShares Russell 1000 COM 464287622 8883 77500 SH SOLE 0 0 0 77500 Pimco 1-5 Year TIPS ETF COM 72201R205 7666 148206 SH SOLE 0 0 0 148206 Weyerhaeuser Co COM 962166104 6948 193594 SH SOLE 0 0 0 193594 iShares Russell 1000 Value COM 464287598 6268 60046 SH SOLE 0 0 0 60046 Plum Creek Timber Inc COM 729251108 5154 120457 SH SOLE 0 0 0 120457 iShares S&P 500 Index COM 464287200 4587 22175 SH SOLE 0 0 0 22175 Vanguard FTSE Developed Mkts E COM 921943858 4542 119927 SH SOLE 0 0 0 119927 Wisdomtree Dreyfus Emerging Cu COM 97717W133 4359 234484 SH SOLE 0 0 0 234484 Vanguard Short Tm Bond Index E COM 921937827 3973 49702 SH SOLE 0 0 0 49702 Powershares RAFI US Large 1000 COM 73935X583 3647 39896 SH SOLE 0 0 0 39896 iPath ETN DJ UBS Commodity Idx COM 06738C778 3554 118828 SH SOLE 0 0 0 118828 Vanguard Value ETF COM 922908744 3480 41191 SH SOLE 0 0 0 41191 Elements Rogers Intl Commodity COM 870297801 3218 510051 SH SOLE 0 0 0 510051 Schwab International Equity ET COM 808524805 3079 106521 SH SOLE 0 0 0 106521 Powershares RAFI Developed ex COM 73936T789 2905 73545 SH SOLE 0 0 0 73545 iShares Core MSCI Emerging Mkt COM 46434G103 2685 57092 SH SOLE 0 0 0 57092 Powershares RAFI US Small 1500 COM 73935X567 2622 26028 SH SOLE 0 0 0 26028 SPDR S&P Int'l Small COM 78463X871 2472 90536 SH SOLE 0 0 0 90536 Wisdomtree Int'l Small Cap Div COM 97717W760 2362 42545 SH SOLE 0 0 0 42545 iShares Core S&P Smallcap COM 464287804 2361 20705 SH SOLE 0 0 0 20705 Vanguard Intermediate-Term Bon COM 921937819 2059 24326 SH SOLE 0 0 0 24326 Schwab US TIPS ETF COM 808524870 1928 35546 SH SOLE 0 0 0 35546 Wisdomtree Managed Futures ETF COM 97717W125 1900 43616 SH SOLE 0 0 0 43616 Rayonier Inc COM 754907103 1334 47760 SH SOLE 0 0 0 47760 Vanguard FTSE Emerging Mkts ET COM 922042858 1245 31134 SH SOLE 0 0 0 31134 SPDR S&P 500 COM 78462F103 1227 5974 SH SOLE 0 0 0 5974 iShares Cohen Steers Realty Ma COM 464287564 1173 12114 SH SOLE 0 0 0 12114 Mkt Vectors BDC ETF COM 57060U316 1123 62651 SH SOLE 0 0 0 62651 Potlatch Corporation COM 737630103 1018 24334 SH SOLE 0 0 0 24334 SPDR DJ Global Real Estate ET COM 78463X749 984 20616 SH SOLE 0 0 0 20616 iShares Barclays Tips Bond COM 464287176 880 7857 SH SOLE 0 0 0 7857 Wisdomtree Emerg Mkts Small Ca COM 97717W281 874 20254 SH SOLE 0 0 0 20254 iShares MSCI EAFE Index COM 464287465 800 13164 SH SOLE 0 0 0 13164 Powershs S&P500 Buy Write ETF COM 73936G308 654 31587 SH SOLE 0 0 0 31587 Exxon Mobil Corp COM 30231G102 363 3929 SH SOLE 0 0 0 3929 Vanguard Total Stock Mkt ETF COM 922908769 348 3288 SH SOLE 0 0 0 3288 Vanguard Total Int'l Bond ETF COM 92203J407 345 6514 SH SOLE 0 0 0 6514 Chevron COM 166764100 273 2442 SH SOLE 0 0 0 2442 Proshs Ultra Financials COM 74347X633 265 1780 SH SOLE 0 0 0 1780 SPDR DJ Wilshire Intl Real Est COM 78463x863 253 6090 SH SOLE 0 0 0 6090 iShares Russell Microcap COM 464288869 252 3276 SH SOLE 0 0 0 3276 Vanguard FTSE All Cntry ex US COM 922042775 229 4901 SH SOLE 0 0 0 4901