0001513122-14-000002.txt : 20140211 0001513122-14-000002.hdr.sgml : 20140211 20140211160824 ACCESSION NUMBER: 0001513122-14-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140211 DATE AS OF CHANGE: 20140211 EFFECTIVENESS DATE: 20140211 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: 14594381 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 12-31-2013 12-31-2013 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 02-11-2014 0 47 137138 false INFORMATION TABLE 2 Form13FInfoTable.xml MFPFORM13FDEC312014 Pimco 1-5 Year TIPS ETF COM 72201R205 17046 322269 SH SOLE 0 0 0 322269 E Tracs Alerian MLP Infrastruc COM 902641646 10399 263750 SH SOLE 0 0 0 263750 JPMorgan Alerian MLP Index ETN COM 46625H365 10080 217486 SH SOLE 0 0 0 217486 iShares Russell 1000 COM 464287622 9329 90424 SH SOLE 0 0 0 90424 iShares JPM Emerging Mkt Bond COM 464288281 8621 79707 SH SOLE 0 0 0 79707 iShares Russell 1000 Value COM 464287598 7955 84482 SH SOLE 0 0 0 84482 Weyerhaeuser Co COM 962166104 5745 182001 SH SOLE 0 0 0 182001 Plum Creek Timber Inc COM 729251108 5198 111769 SH SOLE 0 0 0 111769 Vanguard FTSE Developed Mkts E COM 921943858 5127 123024 SH SOLE 0 0 0 123024 iShares S&P 500 Index COM 464287200 4498 24230 SH SOLE 0 0 0 24230 Vanguard Value ETF COM 922908744 4222 55278 SH SOLE 0 0 0 55278 Pimco Total Return ETF COM 72201R775 4026 38439 SH SOLE 0 0 0 38439 Schwab International Equity ET COM 808524805 3929 124641 SH SOLE 0 0 0 124641 Elements Rogers Intl Commodity COM 870297801 3916 479422 SH SOLE 0 0 0 479422 SPDR S&P Int'l Small COM 78463X871 3318 98855 SH SOLE 0 0 0 98855 Powershares RAFI US Large 1000 COM 73935X583 3035 36600 SH SOLE 0 0 0 36600 iShares Core S&P Smallcap COM 464287804 2565 23505 SH SOLE 0 0 0 23505 Wisdomtree Int'l Small Cap Div COM 97717W760 2560 40632 SH SOLE 0 0 0 40632 Powershares RAFI US Small 1500 COM 73935X567 2282 23352 SH SOLE 0 0 0 23352 Vanguard Sh-Term Inflation Pro COM 922020805 2028 41120 SH SOLE 0 0 0 41120 Vanguard FTSE Emerging Mkts ET COM 922042858 1496 36384 SH SOLE 0 0 0 36384 Vanguard Short Tm Bond Index E COM 921937827 1479 18515 SH SOLE 0 0 0 18515 iShares Core MSCI Emerging Mkt COM 46434G103 1417 28453 SH SOLE 0 0 0 28453 Pimco Enhanced Short Maturity COM 72201R833 1292 12756 SH SOLE 0 0 0 12756 iShares MSCI EAFE Index COM 464287465 1268 18903 SH SOLE 0 0 0 18903 Wisdomtree Emerg Mkts Small Ca COM 97717W281 1256 27261 SH SOLE 0 0 0 27261 Powershs S&P500 Buy Write ETF COM 73936G308 1224 59008 SH SOLE 0 0 0 59008 Wisdomtree Emerging Mkts Equit COM 97717W315 1075 21071 SH SOLE 0 0 0 21071 SPDR S&P 500 COM 78462F103 1032 5591 SH SOLE 0 0 0 5591 iShares Barclays Tips Bond COM 464287176 1011 9199 SH SOLE 0 0 0 9199 Rayonier Inc COM 754907103 1008 23956 SH SOLE 0 0 0 23956 iShares Cohen Steers Realty Ma COM 464287564 1001 13399 SH SOLE 0 0 0 13399 Powershares RAFI Developed ex COM 73936T789 906 20627 SH SOLE 0 0 0 20627 Mkt Vectors BDC ETF COM 57060U316 892 42527 SH SOLE 0 0 0 42527 Potlatch Corporation COM 737630103 769 18437 SH SOLE 0 0 0 18437 SPDR DJ Global Real Estate ET COM 78463X749 611 14728 SH SOLE 0 0 0 14728 Wisdomtree Dreyfus Emerging Cu COM 97717W133 577 28811 SH SOLE 0 0 0 28811 iPath ETN DJ UBS Commodity Idx COM 06738C778 469 12781 SH SOLE 0 0 0 12781 Exxon Mobil Corp COM 30231G102 352 3487 SH SOLE 0 0 0 3487 Vanguard Total Int'l Bond ETF COM 92203J407 323 6513 SH SOLE 0 0 0 6513 Vanguard Total Stock Mkt ETF COM 922908769 315 3288 SH SOLE 0 0 0 3288 Vanguard FTSE All Cntry ex US COM 922042775 283 5588 SH SOLE 0 0 0 5588 SPDR DJ Wilshire Intl Real Est COM 78463x863 265 6435 SH SOLE 0 0 0 6435 Schwab Intl Small Cap COM 808524888 249 7826 SH SOLE 0 0 0 7826 iShares Russell Microcap COM 464288869 246 3276 SH SOLE 0 0 0 3276 iShares S&P 500 Value COM 464287408 228 2672 SH SOLE 0 0 0 2672 Proshs Ultra Financials COM 74347X633 215 1826 SH SOLE 0 0 0 1826