IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Mosaic Financial Partners, Inc.

Q2 2014 Holdings

Filed 2014-08-05 | 50 holdings | $535.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
iPath ETN DJ UBS Commodity Idx(DJP)COM06738C778$390.0K9,89872.8%
E Tracs Alerian MLP InfrastrucCOM902641646$12.2K274,5162.3%
JPMorgan Alerian MLP Index ETN(AMJEUR)COM46625H365$11.9K227,2792.2%
Vanguard Sh-Term Inflation Pro(VTIP)COM922020805$10.7K213,7562.0%
Pimco 1-5 Year Tips ETF(STPZ)COM72201R205$9.4K175,5871.8%
iShares JPM Emerging Mkt Bond(EMB)COM464288281$9.4K81,3521.8%
iShares Russell 1000(IWB)COM464287622$9.3K84,6181.7%
iShares Russell 1000 Value(IWD)COM464287598$6.9K68,5601.3%
Weyerhaeuser Co(WY)COM962166104$6.3K191,5361.2%
Elements Rogers Intl CommodityCOM870297801$5.5K641,9031.0%
Plum Creek Timber IncCOM729251108$5.3K117,2301.0%
Pimco Total Return ETF(BOND)COM72201R775$5.1K47,1801.0%
Vanguard Ftse Developed Mkts E(VEA)COM921943858$5.1K120,6691.0%
iShares S&P 500 Index(IVV)COM464287200$4.6K23,3130.9%
Schwab International Equity ET(SCHF)COM808524805$4.1K123,1780.8%
Vanguard Value ETF(VTV)COM922908744$4.0K49,2060.7%
Powershares Rafi US Large 1000COM73935X583$3.4K38,2180.6%
Spdr S&P Int'l Small(GWX)COM78463X871$3.3K94,9120.6%
Wisdomtree Int'l Small Cap Div(DLS)COM97717W760$2.5K39,2770.5%
iShares Core S&P Smallcap(IJR)COM464287804$2.4K21,6980.5%
Powershares Rafi US Small 1500COM73935X567$2.3K22,7990.4%
iShares Core Msci Emerging Mkt(IEMG)COM46434G103$2.0K38,9200.4%
Rayonier Advanced Matls Inc(RYN)COM754907103$1.8K49,5340.3%
Vanguard Ftse Emerging Mkts ET(VWO)COM922042858$1.4K33,5730.3%
Vanguard Short Tm Bond Index E(BSV)COM921937827$1.3K16,4960.2%
Spdr S&P 500(SPY)COM78462F103$1.3K6,5910.2%
iShares Msci Eafe Index(EFA)COM464287465$1.3K18,8560.2%
Pimco Enhanced Short Maturity(MINT)COM72201R833$1.2K11,6010.2%
Powershares Rafi Developed exCOM73936T789$1.1K24,8410.2%
iShares Cohen Steers Realty Ma(ICF)COM464287564$1.1K12,7560.2%
Wisdomtree Emerg Mkts Small Ca(DGS)COM97717W281$1.1K22,3780.2%
Mkt Vectors BDC ETFCOM57060U316$1.0K49,7460.2%
iShares Barclays Tips Bond(TIP)COM464287176$1.0K8,9930.2%
Powershs S&p500 Buy Write ETFCOM73936G308$73634,3970.1%
Spdr DJ Global Real Estate ET(RWO)COM78463X749$68714,7290.1%
Potlatch Corporation(PCH)COM737630103$65115,7140.1%
Schwab US Tips ETF(SCHP)COM808524870$5559,9720.1%
Wisdomtree Managed Futures ETF(WTMF)COM97717W125$43510,4120.1%
Exxon Mobil Corp(XOM)COM30231G102$3543,5120.1%
Vanguard Total Stock Mkt ETF(VTI)COM922908769$3353,2890.1%
Vanguard Total Int'l Bond ETF(BNDX)COM92203J407$3356,5130.1%
Chevron(CVX)COM166764100$2932,2430.1%
Spdr DJ Wilshire Intl Real Est(RWX)COM78463X863$2696,0900.1%
Vanguard Ftse All Cntry ex US(VEU)COM922042775$2594,9520.0%
iShares Russell Microcap(IWC)COM464288869$2493,2760.0%
Schwab Intl Small Cap(SCHC)COM808524888$2366,8920.0%
Proshs Ultra Financials(UYG)COM74347X633$2311,8260.0%
iShares S&P 500 Value(IVE)COM464287408$2262,5010.0%
iShares Msci KLD Social 400(DSI)COM464288570$2122,8940.0%