Mascoma Wealth Management LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationhanover, NH
- CIK0001695664
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
497 | $401.38 M | IVV, AGG, FBND, VEA | 13F-HR | Apr 24, 2025 | 000169566425000002 | ||
514 | $398.17 M | IVV, AGG, VEA, FBND | 13F-HR | Feb 10, 2025 | 000169566425000001 | ||
456 | $401.74 M | IVV, AGG, VEA, FBND | 13F-HR | Nov 5, 2024 | 000169566424000006 | ||
493 | $376.84 M | IVV, AGG, VEA, FBND | 13F-HR | Aug 2, 2024 | 000169566424000004 | ||
452 | $351.38 M | IVV, AGG, VEA, FBND | 13F-HR | May 2, 2024 | 000169566424000003 | ||
467 | $332.76 M | IVV, AGG, VEA, JPST | 13F-HR | Jan 24, 2024 | 000169566424000002 | ||
503 | $319.89 M | IVV, AGG, JPST, VEA | 13F-HR | Oct 13, 2023 | 000169566423000006 | ||
482 | $326.27 M | IVV, AGG, JPST, VEA | 13F-HR | Aug 9, 2023 | 000169566423000004 | ||
693 | $341.74 M | IVV, JPST, VEA, IUSG | 13F-HR | May 1, 2023 | 000169566423000003 | ||
627 | $315.16 M | IVV, JPST, IUSG, DVY | RESTATEMENT | Jan 24, 2023 | 000169566423000002 | ||
615 | $288.84 M | IVV, JPST, IUSG, IGSB | 13F-HR | Oct 18, 2022 | 000169566422000007 | ||
624 | $292.65 M | IVV, JPST, IUSG, IGSB | 13F-HR | Jul 14, 2022 | 000169566422000006 | ||
591 | $314.19 M | IVV, IUSG, JPST, VEA | 13F-HR | Apr 25, 2022 | 000169566422000005 | ||
535 | $289.09 M | IVV, IUSG, JPST, VEA | 13F-HR | Jan 21, 2022 | 000169566422000001 | ||
474 | $257.83 M | IUSG, IVV, JPST, IGSB | 13F-HR | Oct 6, 2021 | 000169566421000006 | ||
102 | $233.93 M | IUSG, IVV, JPST, IGSB | 13F-HR | Jul 6, 2021 | 000169566421000005 | ||
473 | $232.27 M | IUSG, IVV, JPST, IGSB | 13F-HR | Apr 26, 2021 | 000169566421000004 | ||
92 | $199.92 M | IUSG, AGG, USMV, JPST | 13F-HR | Jan 26, 2021 | 000169566421000003 | ||
78 | $158.66 M | USMV, AGG, JPST, IUSG | 13F-HR | Nov 21, 2019 | 000169566419000004 | ||
391 | $159.72 M | USMV, JPST, AGG, IUSG | 13F-HR | Jul 29, 2019 | 000169566419000003 | ||
400 | $149.05 M | USMV, JPST, IUSG, AGG | 13F-HR | Apr 23, 2019 | 000169566419000002 | ||
379 | $131.01 M | USMV, IUSG, JPST, SPSB | 13F-HR | Jan 28, 2019 | 000169566419000001 | ||
403 | $151.56 M | USMV, IUSG, EFAV, JPST | 13F-HR | Nov 8, 2018 | 000169566418000004 | ||
401 | $142.04 M | USMV, IUSG, JPIB, EFAV | 13F-HR | Aug 13, 2018 | 000169566418000003 | ||
380 | $151.71 M | USMV, OVER, IUSG, JPIB | 13F-HR | Apr 24, 2018 | 000169566418000002 | ||
377 | $162.32 M | OVER, USMV, IUSG, SPSB | 13F-HR | Feb 5, 2018 | 000169566418000001 | ||
416 | $149.77 M | USMV, EFAV, OVER, IUSG | 13F-HR | Nov 7, 2017 | 000169566417000005 | ||
421 | $148.26 M | WHITE MTNS INS GROUP LTD, USMV, EFAV, IUSG | 13F-HR | Jul 13, 2017 | 000169566417000004 | ||
374 | $139.68 M | WHITE MTNS INS GROUP LTD, USMV, EFAV, IVV | 13F-HR | Apr 18, 2017 | 000169566417000003 | ||
378 | $135.93 M | WHITE MTNS INS GROUP LTD, USMV, IUSG, EFAV | 13F-HR | Jan 30, 2017 | 000169566417000002 |