Mascoma Wealth Management LLC
Q3 2025 13F Holdings
- Locationhanover, NH
- Num holdings
457
- Value ($000)
$453,697
- Date Filed10/28/2025
- Form type13F-HR
- CIK0001695664
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | ETF | 464287200 | $77.13M | 17 % | 115,237 | ||
ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | $49.7M | 11 % | 495,713 | ||
FIDELITY TOTAL BOND ETF | ETF | 316188309 | $34.58M | 8 % | 747,912 | ||
VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $31.08M | 7 % | 518,717 | ||
JPMORGAN CORE PLUS BOND ETF | ETF | 46641Q670 | $21.99M | 5 % | 462,461 | ||
JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 | $21.22M | 5 % | 418,200 | ||
ISHARES SHORT TREASURY BOND ETF | ETF | 464288679 | $20.84M | 5 % | 188,589 | ||
ISHARES CORE S&P U.S. GROWTH ETF | ETF | 464287671 | $20.17M | 4 % | 122,569 | ||
FIDELITY ENHANCED LARGE CAP CORE ETF | ETF | 316092113 | $14.48M | 3 % | 388,584 | ||
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | ETF | 46641Q134 | $12.64M | 3 % | 171,835 |
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