Mosaic Financial Partners, Inc. Buys Vanguard Total International Bond ETF, The Home Depot Inc, Chevron Corp, Sells Invesco FTSE RAFI Developed Markets ex-U.S., Invesco FTSE RAFI US 1000, Invesco FTSE RAFI US 1500 Small-Mid ETF

San Francisco, CA, based Investment company Mosaic Financial Partners, Inc. buys Vanguard Total International Bond ETF, The Home Depot Inc, Chevron Corp, Merck Inc, sells Invesco FTSE RAFI Developed Markets ex-U.S., Invesco FTSE RAFI US 1000, Invesco FTSE RAFI US 1500 Small-Mid ETF, Vanguard Intermediate-Term Bond, Rayonier Inc during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Mosaic Financial Partners, Inc.. As of 2018-06-30, Mosaic Financial Partners, Inc. owns 35 stocks with a total value of $107 million. These are the details of the buys and sells.

For the details of Mosaic Financial Partners, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Mosaic+Financial+Partners%2C+Inc.

These are the top 5 holdings of Mosaic Financial Partners, Inc.
  1. iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) - 184,152 shares, 18.37% of the total portfolio. Shares added by 1.88%
  2. Weyerhaeuser Co (WY) - 283,844 shares, 9.67% of the total portfolio. Shares reduced by 5.11%
  3. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 208,775 shares, 9.53% of the total portfolio. Shares added by 3.54%
  4. iShares Russell 1000 (IWB) - 62,334 shares, 8.85% of the total portfolio. Shares reduced by 0.5%
  5. iShares Core MSCI Emerging Markets (IEMG) - 162,722 shares, 7.98% of the total portfolio. Shares added by 4.00%
New Purchase: Vanguard Total International Bond ETF (BNDX)

Mosaic Financial Partners, Inc. initiated holding in Vanguard Total International Bond ETF. The purchase prices were between $54.1 and $54.76, with an estimated average price of $54.51. The stock is now traded at around $54.90. The impact to a portfolio due to this purchase was 4.98%. The holding were 97,407 shares as of 2018-06-30.

New Purchase: The Home Depot Inc (HD)

Mosaic Financial Partners, Inc. initiated holding in The Home Depot Inc. The purchase prices were between $172.51 and $201.31, with an estimated average price of $186.79. The stock is now traded at around $203.52. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,100 shares as of 2018-06-30.

New Purchase: Chevron Corp (CVX)

Mosaic Financial Partners, Inc. initiated holding in Chevron Corp. The purchase prices were between $112.24 and $130.39, with an estimated average price of $124.13. The stock is now traded at around $121.64. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,585 shares as of 2018-06-30.

New Purchase: Merck & Co Inc (MRK)

Mosaic Financial Partners, Inc. initiated holding in Merck & Co Inc. The purchase prices were between $53.27 and $62.59, with an estimated average price of $59.12. The stock is now traded at around $62.36. The impact to a portfolio due to this purchase was 0.19%. The holding were 3,322 shares as of 2018-06-30.

Sold Out: Invesco FTSE RAFI Developed Markets ex-U.S. (PXF)

Mosaic Financial Partners, Inc. sold out a holding in Invesco FTSE RAFI Developed Markets ex-U.S.. The sale prices were between $42.56 and $46.44, with an estimated average price of $45.07.

Sold Out: Invesco FTSE RAFI US 1000 (PRF)

Mosaic Financial Partners, Inc. sold out a holding in Invesco FTSE RAFI US 1000. The sale prices were between $107.92 and $116.01, with an estimated average price of $112.71.

Sold Out: Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ)

Mosaic Financial Partners, Inc. sold out a holding in Invesco FTSE RAFI US 1500 Small-Mid ETF. The sale prices were between $125.73 and $143.08, with an estimated average price of $135.53.

Sold Out: Vanguard Intermediate-Term Bond (BIV)

Mosaic Financial Partners, Inc. sold out a holding in Vanguard Intermediate-Term Bond. The sale prices were between $79.95 and $81.64, with an estimated average price of $80.78.

Sold Out: Invesco FTSE RAFI Developed Markets ex-U.S. Small- (PDN)

Mosaic Financial Partners, Inc. sold out a holding in Invesco FTSE RAFI Developed Markets ex-U.S. Small-. The sale prices were between $32.95 and $35.44, with an estimated average price of $34.44.

Sold Out: Invesco S&P 500 BuyWrite (PBP)

Mosaic Financial Partners, Inc. sold out a holding in Invesco S&P 500 BuyWrite. The sale prices were between $20.56 and $22.01, with an estimated average price of $21.56.



Here is the complete portfolio of Mosaic Financial Partners, Inc.. Also check out:

1. Mosaic Financial Partners, Inc.'s Undervalued Stocks
2. Mosaic Financial Partners, Inc.'s Top Growth Companies, and
3. Mosaic Financial Partners, Inc.'s High Yield stocks
4. Stocks that Mosaic Financial Partners, Inc. keeps buying