Mascoma Wealth Management LLC
Q4 2024 13F Holdings
- Locationhanover, NH
- Num holdings
514
- Value ($000)
$398,165
- Date Filed02/10/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $60.92M | 15 % | 103,486 | ||
AGG ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | $42.99M | 11 % | 443,629 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $30.80M | 8 % | 644,049 | ||
FBND FIDELITY TOTAL BOND ETF | ETF | 316188309 | $29.31M | 7 % | 653,202 | ||
IUSG ISHARES CORE S&P U.S. GROWTH ETF | ETF | 464287671 | $24.44M | 6 % | 175,369 | ||
JPST JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 | $20.63M | 5 % | 409,592 | ||
SHV ISHARES SHORT TREASURY BOND ETF | ETF | 464288679 | $19.85M | 5 % | 180,250 | ||
FDVV FIDELITY HIGH DIVIDEND ETF | ETF | 316092840 | $15.51M | 4 % | 310,624 | ||
JCPB JPMORGAN CORE PLUS BOND ETF | ETF | 46641Q670 | $15.11M | 4 % | 327,926 | ||
DSI ISHARES MSCI KLD 400 SOCIAL ETF | ETF | 464288570 | $10.93M | 3 % | 99,105 |
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