Mascoma Wealth Management LLC
Q2 2025 13F Holdings
- Locationhanover, NH
- Num holdings
465
- Value ($000)
$430,681
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $72.15M | 17 % | 116,201 | ||
AGG ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | $48.53M | 11 % | 489,256 | ||
FBND FIDELITY TOTAL BOND ETF | ETF | 316188309 | $33.80M | 8 % | 738,850 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $29.81M | 7 % | 522,972 | ||
JCPB JPMORGAN CORE PLUS BOND ETF | ETF | 46641Q670 | $21.60M | 5 % | 459,044 | ||
JPST JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 | $21.01M | 5 % | 414,514 | ||
SHV ISHARES SHORT TREASURY BOND ETF | ETF | 464288679 | $20.66M | 5 % | 187,136 | ||
IUSG ISHARES CORE S&P U.S. GROWTH ETF | ETF | 464287671 | $18.86M | 4 % | 125,372 | ||
FELC FIDELITY ENHANCED LARGE CAP CORE ETF | ETF | 316092113 | $12.79M | 3 % | 370,885 | ||
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | ETF | 46641Q134 | $11.62M | 3 % | 164,145 |
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