0001513122-15-000003.txt : 20150507 0001513122-15-000003.hdr.sgml : 20150507 20150507141057 ACCESSION NUMBER: 0001513122-15-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150507 DATE AS OF CHANGE: 20150507 EFFECTIVENESS DATE: 20150507 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: 15840929 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 03-31-2015 03-31-2015 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 05-07-2015 0 47 146251 false INFORMATION TABLE 2 Form13FInfoTable.xml MFPFORM13FMAR312015 Vanguard Sh-Term Inflation Pro COM 922020805 12696 261995 SH SOLE 0 0 0 261995 E Tracs Alerian MLP Infrastruc COM 902641646 11146 293771 SH SOLE 0 0 0 293771 JPMorgan Alerian MLP Index ETN COM 46625H365 10141 236950 SH SOLE 0 0 0 236950 iShares JPM Emerging Mkt Bond COM 464288281 10090 89995 SH SOLE 0 0 0 89995 iShares Russell 1000 COM 464287622 8794 75909 SH SOLE 0 0 0 75909 Pimco 1-5 Year TIPS ETF COM 72201R205 7064 136107 SH SOLE 0 0 0 136107 Weyerhaeuser Co COM 962166104 6249 188510 SH SOLE 0 0 0 188510 Elements Rogers Intl Commodity COM 870297801 6150 1056690 SH SOLE 0 0 0 1056690 iShares Russell 1000 Value COM 464287598 6001 58217 SH SOLE 0 0 0 58217 Plum Creek Timber Inc COM 729251108 5244 120702 SH SOLE 0 0 0 120702 iShares S&P 500 Index COM 464287200 4556 21922 SH SOLE 0 0 0 21922 Vanguard FTSE Developed Mkts E COM 921943858 4501 112998 SH SOLE 0 0 0 112998 Vanguard Short Tm Bond Index E COM 921937827 4302 53429 SH SOLE 0 0 0 53429 iShares Core MSCI Emerging Mkt COM 46434G103 4079 84397 SH SOLE 0 0 0 84397 Powershares RAFI US Large 1000 COM 73935X583 3566 39054 SH SOLE 0 0 0 39054 Vanguard Value ETF COM 922908744 3346 39978 SH SOLE 0 0 0 39978 Schwab International Equity ET COM 808524805 3193 105637 SH SOLE 0 0 0 105637 Wisdomtree Int'l Small Cap Div COM 97717W760 2626 44321 SH SOLE 0 0 0 44321 SPDR S&P Int'l Small COM 78463X871 2592 89490 SH SOLE 0 0 0 89490 Powershares RAFI US Small 1500 COM 73935X567 2577 24777 SH SOLE 0 0 0 24777 Powershares RAFI Developed ex COM 73936T789 2544 62120 SH SOLE 0 0 0 62120 iShares Core S&P Smallcap COM 464287804 2444 20705 SH SOLE 0 0 0 20705 Vanguard Intermediate-Term Bon COM 921937819 2259 26208 SH SOLE 0 0 0 26208 Schwab US TIPS ETF COM 808524870 2092 38094 SH SOLE 0 0 0 38094 Wisdomtree Dreyfus Emerging Cu COM 97717W133 1545 84942 SH SOLE 0 0 0 84942 Rayonier Inc COM 754907103 1334 49497 SH SOLE 0 0 0 49497 Mkt Vectors BDC ETF COM 57060U316 1304 69765 SH SOLE 0 0 0 69765 Vanguard FTSE Emerging Mkts ET COM 922042858 1258 30774 SH SOLE 0 0 0 30774 SPDR S&P 500 COM 78462F103 1233 5974 SH SOLE 0 0 0 5974 SPDR DJ Global Real Estate ET COM 78463X749 1191 23966 SH SOLE 0 0 0 23966 iShares Cohen Steers Realty Ma COM 464287564 1151 11382 SH SOLE 0 0 0 11382 Potlatch Corporation COM 737630103 1094 27326 SH SOLE 0 0 0 27326 Wisdomtree Managed Futures ETF COM 97717W125 1057 23877 SH SOLE 0 0 0 23877 iPath ETN DJ UBS Commodity Idx COM 06738C778 1049 37839 SH SOLE 0 0 0 37839 iShares Barclays Tips Bond COM 464287176 930 8190 SH SOLE 0 0 0 8190 Vanguard Total Int'l Bond ETF COM 92203J407 866 16002 SH SOLE 0 0 0 16002 iShares MSCI EAFE Index COM 464287465 837 13043 SH SOLE 0 0 0 13043 Wisdomtree Emerg Mkts Small Ca COM 97717W281 620 14018 SH SOLE 0 0 0 14018 Powershs S&P500 Buy Write ETF COM 73936G308 364 17352 SH SOLE 0 0 0 17352 Vanguard Total Stock Mkt ETF COM 922908769 353 3289 SH SOLE 0 0 0 3289 Exxon Mobil Corp COM 30231G102 334 3929 SH SOLE 0 0 0 3929 Wisdomtree Emerg Local Bonds COM 97717X867 260 6553 SH SOLE 0 0 0 6553 iShares Russell Microcap COM 464288869 259 3276 SH SOLE 0 0 0 3276 Proshs Ultra Financials COM 74347X633 259 1780 SH SOLE 0 0 0 1780 SPDR DJ Wilshire Intl Real Est COM 78463x863 254 5857 SH SOLE 0 0 0 5857 Vanguard FTSE All Cntry ex US COM 922042775 239 4901 SH SOLE 0 0 0 4901 Schwab Intl Small Cap COM 808524888 208 6892 SH SOLE 0 0 0 6892