Mosaic Financial Partners

Latest statistics and disclosures from Mosaic Financial Partners's latest quarterly 13F-HR filing:

Companies in the Mosaic Financial Partners portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 12.33 172013 116.42
Vanguard Malvern Fds strm infproidx 7.59 249391 49.45
Weyerhaeuser Company (WY) 6.92 330426 34.03
Ubs Ag Jersey Brh Alerian Infrst 5.78 373284 -16% 25.14
Ishares Inc core msci emkt 5.67 170433 -4% 54.02
PowerShares FTSE RAFI Developed Markets (PXF) 5.52 203171 -2% 44.13
iShares Russell 1000 Index (IWB) 5.45 63237 139.89
Market Vectors Etf Tr busi devco etf 5.06 460253 +4% 17.86
PowerShares FTSE RAFI US 1000 (PRF) 4.05 61455 -3% 107.15
iShares S&P; 500 Index (IVV) 3.40 21820 252.93
Vanguard Charlotte Fds intl bd idx etf 3.27 97368 -5% 54.59
Rayonier (RYN) 2.99 168328 28.89
SPDR Dow Jones Global Real Estate (RWO) 2.67 90610 +2% 47.77
Vanguard Europe Pacific ETF (VEA) 2.65 99089 43.41
PowerShares FTSE RAFI US 1500 Small-Mid (PRFZ) 2.51 32513 125.33
Vanguard Short-Term Bond ETF (BSV) 2.45 49880 79.81
iShares Russell 1000 Value Index (IWD) 2.43 33279 -2% 118.51
Vanguard Intermediate-Term Bond ETF (BIV) 1.87 35946 84.65
Schwab Strategic Tr 0 1.63 48035 -4% 55.25
SPDR S&P; International Small Cap (GWX) 1.56 72254 35.02
iShares S&P; SmallCap 600 Index (IJR) 1.53 33475 74.23
Potlatch Corporation (PCH) 1.43 45612 51.00
Wisdomtree Tr em lcl debt fd 1.23 51706 +16% 38.58
Vanguard Value ETF (VTV) 1.21 19610 99.80
Ubs Ag Jersey Brh exch sec lkd41 1.06 78369 +2% 21.99
SPDR S&P; 500 ETF (SPY) 0.95 6122 251.23
Schwab International Equity ETF (SCHF) 0.83 40319 33.46
WisdomTree Intl. SmallCap Div Fd. (DLS) 0.63 13811 73.93
Jp Morgan Alerian Mlp Index 0.58 33490 NEW 28.22
Vanguard Emerging Markets ETF (VWO) 0.50 18623 43.55
iShares MSCI EAFE Index Fund (EFA) 0.49 11643 -6% 68.45
iShares Cohen & Steers Realty Maj. (ICF) 0.45 7333 100.64
IndexIQ IQ ARB Merger Arbitrage ETF (MNA) 0.38 20284 NEW 30.81
Powershares Global Etf Trust ex us sml port 0.35 17329 32.84
Montage Managers Tr tortoise na pi 0.33 23128 +40% 23.52
Proshares Tr 0.24 3490 112.89
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.24 7425 -68% 52.26
Vanguard Total Stock Market ETF (VTI) 0.23 2878 -16% 129.60
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.23 4083 +2% 92.82
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.23 3678 -4% 101.69
PowerShares S&P; 500 BuyWrite Portfol ETF (PBP) 0.20 14668 22.23
iShares Russell Microcap Index (IWC) 0.19 3267 94.58
WisdomTree LargeCap Dividend Fund (DLN) 0.17 3231 86.97
Barclays Bk Plc etn cboe spbuy 0.14 3009 -14% 76.11
Vanguard Intl Equity Index F glb ex us etf 0.13 3483 NEW 59.43
PowerShares Glbl Clean Enrgy Port (PBD) 0.11 13590 NEW 12.66
Global X Fds glb x mlp enr 0.11 13038 13.81

Past 13F-HR SEC Filings by Mosaic Financial Partners

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