Mosaic Financial Partners, Inc. 13F Holdings

CIK 0001513122 · SAN FRANCISCO, CA

As of Jun 30, 2018, Mosaic Financial Partners, Inc. reported 49 positions worth 52.4K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFEMB—184,152 9.7K12.90%
WEYERHAEUSER COWYReal Estate283,844 0.3K6.79%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUNDVTIP—208,775 0.2K6.69%
ISHARES RUSSELL 1000 ETFIWB—62,334$9.5K6.22%
NYLI MERGER ARBITRAGE ETFMNA—284,502$8.7K5.73%
ISHARES CORE MSCI EMERGING MARKETS ETFIEMG—162,722$8.5K5.61%
INVESCO RAFI DEVELOPED MARKETS EX-US ETFPXF—176,911$7.6K4.99%
ISHARES CORE S&P 500 ETFIVV—21,661$5.9K3.88%
INVESCO RAFI US 1000 ETFPRF—51,763$5.8K3.83%
VANGUARD CHARLOTTE FUNDSBNDX—97,407$5.3K3.50%
VANGUARD TAX-MANAGED FUNDSVEA—98,418$4.2K2.77%
INVESCO RAFI US 1500 SMALL-MID ETFPRFZ—28,374$3.9K2.59%
WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDELD—110,948$3.8K2.51%
SCHWAB FUNDAMENTAL US LARGE COMPANY ETFFNDX—99,955$3.7K2.45%
RAYONIER INCRYNReal Estate94,724$3.7K2.41%
ISHARES RUSSELL 1000 VALUE ETFIWD—29,572$3.6K2.36%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—45,812$3.6K2.35%
POTLATCHDELTIC CORPPCHReal Estate63,516$3.2K2.12%
VANECK BDC INCOME ETF——185,138$3.1K2.02%
SCHWAB US TIPS ETFSCHP—52,019$2.9K1.87%
ISHARES CORE S&P SMALL-CAP ETFIJR—32,523$2.7K1.78%
ISHARES GLOBAL REIT ETFREET—93,326$2.4K1.57%
SPDR(R) S&P(R) INTERNATIONAL SMALL CAP ETFGWX—67,185$2.3K1.51%
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETFFNDF—76,415$2.3K1.48%
SCHWAB FUNDAMENTAL US SMALL COMPANY ETFFNDA—47,455 .9K1.24%