0001513122-13-000005.txt : 20130729 0001513122-13-000005.hdr.sgml : 20130729 20130726185937 ACCESSION NUMBER: 0001513122-13-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130729 DATE AS OF CHANGE: 20130726 EFFECTIVENESS DATE: 20130729 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: 13990739 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 true false 0001513122 XXXXXXXX 06-30-2013 06-30-2013 Mosaic Financial Partners, Inc.

140 GEARY STREET, 6TH FL SAN FRANCISCO CA 94108

13F HOLDINGS REPORT 028-14412 N Geoffrey M Zimmerman 45-788-1952 Geoffrey M Zimmerman San Francisco CA 07-26-2013 0 44 127893 false INFORMATION TABLE 2 Form13FInfoTable.xml MFPFORM13FJUN302013 Pimco 1-5 Year TIPS ETF COM 72201R205 17294 328419 SH SOLE 0 0 0 328419 JPMorgan Alerian MLP Index ETN COM 46625H365 10210 218928 SH SOLE 0 0 0 218928 E Tracs Alerian MLP Infrastruc COM 902641646 9279 236231 SH SOLE 0 0 0 236231 iShares Russell 1000 Value COM 464287598 8598 102623 SH SOLE 0 0 0 102623 iShares Russell 1000 COM 464287622 8575 95356 SH SOLE 0 0 0 95356 iShares JPM Emerging Mkt Bond COM 464288281 8193 74809 SH SOLE 0 0 0 74809 Plum Creek Timber Inc COM 729251108 4843 103789 SH SOLE 0 0 0 103789 Weyerhaeuser Co COM 962166104 4752 166808 SH SOLE 0 0 0 166808 Vanguard Europe Pacific ETF COM 921943858 4521 127022 SH SOLE 0 0 0 127022 Vanguard Value ETF COM 922908744 4292 63490 SH SOLE 0 0 0 63490 iShares S&P 500 Index COM 464287200 4009 24925 SH SOLE 0 0 0 24925 Schwab International Equity ET COM 808524805 3663 134484 SH SOLE 0 0 0 134484 SPDR S&P Int'l Small COM 78463X871 3052 105847 SH SOLE 0 0 0 105847 iPath ETN DJ UBS Commodity Idx COM 06738C778 2983 81756 SH SOLE 0 0 0 81756 Powershares RAFI US Large 1000 COM 73935X583 2522 35039 SH SOLE 0 0 0 35039 iShares Core MSCI Emerging Mkt COM 46434G103 2324 50470 SH SOLE 0 0 0 50470 Wisdomtree Int'l Small Cap Div COM 97717W760 2175 41648 SH SOLE 0 0 0 41648 Powershares RAFI US Small 1500 COM 73935X567 2036 25138 SH SOLE 0 0 0 25138 iShares Core S&P Smallcap COM 464287804 2024 22412 SH SOLE 0 0 0 22412 Vanguard Emerging Markets ETF COM 922042858 1815 46794 SH SOLE 0 0 0 46794 iShares Barclays Tips Bond COM 464287176 1756 15678 SH SOLE 0 0 0 15678 Wisdomtree Dreyfus Emerging Cu COM 97717W133 1730 86298 SH SOLE 0 0 0 86298 Vanguard Short Tm Bond Index E COM 921937827 1714 21415 SH SOLE 0 0 0 21415 Powershs S&P500 Buy Write ETF COM 73936G308 1624 80651 SH SOLE 0 0 0 80651 Rayonier Inc COM 754907103 1463 26422 SH SOLE 0 0 0 26422 Vanguard Sh-Term Inflation Pro COM 922020805 1285 26181 SH SOLE 0 0 0 26181 Wisdomtree Emerg Mkts Small Ca COM 97717W281 1255 27261 SH SOLE 0 0 0 27261 iShares MSCI EAFE Index COM 464287465 1124 19622 SH SOLE 0 0 0 19622 Wisdomtree Emerging Mkts Equit COM 97717W315 1119 23161 SH SOLE 0 0 0 23161 iShares Cohen Steers Realty Ma COM 464287564 1113 13817 SH SOLE 0 0 0 13817 Pimco Enhanced Short Maturity COM 72201R833 1108 10942 SH SOLE 0 0 0 10942 SPDR S&P 500 COM 78462F103 896 5591 SH SOLE 0 0 0 5591 iShares MSCI Emerging Markets COM 464287234 652 16951 SH SOLE 0 0 0 16951 SPDR DJ Global Real Estate ET COM 78463X749 617 14673 SH SOLE 0 0 0 14673 Mkt Vectors BDC ETF COM 57060U316 616 30913 SH SOLE 0 0 0 30913 Powershares RAFI Developed ex COM 73936T789 604 16429 SH SOLE 0 0 0 16429 Pimco Total Return ETF COM 72201R775 322 3062 SH SOLE 0 0 0 3062 Schwab Intl Small Cap COM 808524888 293 10852 SH SOLE 0 0 0 10852 Vanguard Total Stock Mkt ETF COM 922908769 279 3382 SH SOLE 0 0 0 3382 iPath S&P 500 Buy/Write ETN COM 06739F135 256 4666 SH SOLE 0 0 0 4666 SPDR DJ Wilshire Intl Real Est COM 78463x863 256 6435 SH SOLE 0 0 0 6435 Vanguard FTSE All Cntry ex US COM 922042775 247 5588 SH SOLE 0 0 0 5588 iShares S&P 500 Value COM 464287408 202 2672 SH SOLE 0 0 0 2672 iShares Russell Microcap COM 464288869 202 3278 SH SOLE 0 0 0 3278