Mascoma Wealth Management LLC
Q1 2025 13F Holdings
- Locationhanover, NH
- Num holdings
497
- Value ($000)
$401,374
- Date Filed04/24/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $63.61M | 16 % | 113,209 | ||
AGG ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | $46.98M | 12 % | 474,928 | ||
FBND FIDELITY TOTAL BOND ETF | ETF | 316188309 | $32.50M | 8 % | 711,867 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $26.72M | 7 % | 525,715 | ||
JPST JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 | $21.05M | 5 % | 415,706 | ||
SHV ISHARES SHORT TREASURY BOND ETF | ETF | 464288679 | $20.15M | 5 % | 182,375 | ||
IUSG ISHARES CORE S&P U.S. GROWTH ETF | ETF | 464287671 | $19.10M | 5 % | 150,312 | ||
JCPB JPMORGAN CORE PLUS BOND ETF | ETF | 46641Q670 | $16.39M | 4 % | 348,331 | ||
FELC FIDELITY ENHANCED LARGE CAP CORE ETF | ETF | 316092113 | $10.75M | 3 % | 344,651 | ||
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | ETF | 46641Q134 | $9.75M | 2 % | 152,972 |
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