0001513122-14-000004.txt : 20140429 0001513122-14-000004.hdr.sgml : 20140429 20140429154917 ACCESSION NUMBER: 0001513122-14-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140429 DATE AS OF CHANGE: 20140429 EFFECTIVENESS DATE: 20140429 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: 14793692 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 03-31-2014 03-31-2014 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 04-29-2014 0 48 139867 false INFORMATION TABLE 2 Form13fInfoTable.xml MFPFORM13FMAR312014 Pimco 1-5 Year TIPS ETF COM 72201R205 11590 218922 SH SOLE 0 0 0 218922 E Tracs Alerian MLP Infra COM 902641646 10895 273542 SH SOLE 0 0 0 273542 JPMorgan Alerian MLP Index ETN COM 46625H365 10496 225535 SH SOLE 0 0 0 225535 iShares Russell 1000 COM 464287622 9089 86756 SH SOLE 0 0 0 86756 iShares JPM Emerging Mkt COM 464288281 9052 81246 SH SOLE 0 0 0 81246 Vanguard Sh-Term Inflation Pro COM 922020805 8450 171300 SH SOLE 0 0 0 171300 iShares Russell 1000 Value COM 464287598 7842 81269 SH SOLE 0 0 0 81269 Weyerhaeuser Co COM 962166104 5551 189122 SH SOLE 0 0 0 189122 Vanguard FTSE Developed Mkts E COM 921943858 5046 122270 SH SOLE 0 0 0 122270 Plum Creek Timber Inc COM 729251108 4888 116261 SH SOLE 0 0 0 116261 Elements Rogers Intl Comm COM 870297801 4804 561160 SH SOLE 0 0 0 561160 Pimco Total Return ETF COM 72201R775 4519 42364 SH SOLE 0 0 0 42364 iShares S&P 500 Index COM 464287200 4417 23476 SH SOLE 0 0 0 23476 Vanguard Value ETF COM 922908744 4030 51588 SH SOLE 0 0 0 51588 Schwab International Equity ET COM 808524805 3880 123178 SH SOLE 0 0 0 123178 SPDR S&P Int'l Small COM 78463X871 3266 96364 SH SOLE 0 0 0 96364 Powershares RAFI US Large COM 73935X583 3242 38301 SH SOLE 0 0 0 38301 Wisdomtree Int'l Small Cap Div COM 97717W760 2606 40068 SH SOLE 0 0 0 40068 iShares Core S&P Smallcap COM 464287804 2399 21783 SH SOLE 0 0 0 21783 Powershares RAFI US Small 1500 COM 73935X567 2243 22602 SH SOLE 0 0 0 22602 iShares Core MSCI Emergin COM 46434G103 1902 38748 SH SOLE 0 0 0 38748 Pimco Enhanced Short Maturity COM 72201R833 1592 15706 SH SOLE 0 0 0 15706 Vanguard Short Tm Bond Index E COM 921937827 1485 18542 SH SOLE 0 0 0 18542 Rayonier Inc COM 754907103 1458 31754 SH SOLE 0 0 0 31754 Vanguard FTSE Emerging Mkts ET COM 922042858 1428 35195 SH SOLE 0 0 0 35195 iShares MSCI EAFE Index COM 464287465 1270 18903 SH SOLE 0 0 0 18903 SPDR S&P 500 COM 78462F103 1233 6591 SH SOLE 0 0 0 6591 Wisdomtree Emerg Mkts Small Ca COM 97717W281 1071 22976 SH SOLE 0 0 0 22976 Powershares RAFI Develope COM 73936T789 1070 24377 SH SOLE 0 0 0 24377 iShares Cohen Steers Real COM 464287564 1057 12857 SH SOLE 0 0 0 12857 iShares Barclays Tips Bon COM 464287176 1046 9335 SH SOLE 0 0 0 9335 Mkt Vectors BDC ETF COM 57060U316 992 47752 SH SOLE 0 0 0 47752 Powershs S&P500 Buy Write ETF COM 73936G308 724 34328 SH SOLE 0 0 0 34328 SPDR DJ Global Real Estate ET COM 78463X749 643 14729 SH SOLE 0 0 0 14729 Wisdomtree Dreyfus Emerging Cu COM 97717W133 618 30603 SH SOLE 0 0 0 30603 Potlatch Corporation COM 737630103 605 15635 SH SOLE 0 0 0 15635 iPath ETN DJ UBS Commodit COM 06738C778 390 9898 SH SOLE 0 0 0 9898 Exxon Mobil Corp COM 30231G102 341 3487 SH SOLE 0 0 0 3487 Vanguard Total Int'l Bond ETF COM 92203J407 330 6513 SH SOLE 0 0 0 6513 Vanguard Total Stock Mkt ETF COM 922908769 321 3289 SH SOLE 0 0 0 3289 Chevron COM 166764100 307 2583 SH SOLE 0 0 0 2583 Vanguard FTSE All Cntry ex US COM 922042775 295 5862 SH SOLE 0 0 0 5862 SPDR DJ Wilshire Intl Real Est COM 78463x863 254 6180 SH SOLE 0 0 0 6180 iShares Russell Microcap COM 464288869 253 3276 SH SOLE 0 0 0 3276 Schwab Intl Small Cap COM 808524888 228 6892 SH SOLE 0 0 0 6892 Proshs Ultra Financials COM 74347X633 223 1826 SH SOLE 0 0 0 1826 iShares S&P 500 Value COM 464287408 217 2501 SH SOLE 0 0 0 2501 iShares MSCI KLD Social 4 COM 464288570 209 2974 SH SOLE 0 0 0 2974