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Mascoma Wealth Management

Latest statistics and disclosures from Mascoma Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AGG, JPST, VEA, IUSG, and represent 46.54% of Mascoma Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AGG, VEA, SHV, FBND, IVV, FDVV, JPST, SRLN, SPSB, IJR.
Started 36 new stock positions in AZO, MA, EXPD, OMC, LAMR, WHR, TGNA, PGR, IDXX, GCI.
Reduced shares in these 10 stocks: IGSB, ICSH, DSI, VZ, GSST, FDRR, IDEV, USMV, DVY, .
Sold out of its positions in Arconic, CGRN, FBCV, FTCS, EMB, INTF, SUSC, JSML, MAS, NSC. NUMG, NUSC, PTON, BLD, RCL.
Mascoma Wealth Management was a net buyer of stock by $5.9M.
Mascoma Wealth Management has $320M in assets under management (AUM), dropping by -1.96%.
Central Index Key (CIK): 0001695664

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Portfolio Holdings for Mascoma Wealth Management

Mascoma Wealth Management holds 503 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Mascoma Wealth Management has 503 total positions. Only the first 250 positions are shown.

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Download the Mascoma Wealth Management September 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	15.7	$50M	+2%	117k	429.43	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	9.0	$29M	+5%	307k	94.04	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	8.1	$26M		518k	50.18	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	7.7	$25M	+6%	565k	43.72	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	5.9	$19M		201k	94.83	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	5.1	$16M	+9%	148k	110.47	View chart
Fidelity Total Bond Etf Etf (FBND)	4.9	$16M	+8%	360k	43.56	View chart
Fidelity High Dividend Etf Etf (FDVV)	2.6	$8.3M	+6%	215k	38.59	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	2.5	$7.9M	-5%	98k	81.41	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	2.3	$7.3M	+3%	249k	29.32	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.0	$6.5M		26k	249.35	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.7	$5.3M	+3%	56k	94.33	View chart
Apple Stock (AAPL)	1.6	$5.1M	+2%	30k	171.21	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	1.5	$4.9M	-4%	68k	72.38	View chart
Ishares Select Dividend Etf Etf (DVY)	1.5	$4.8M	-3%	45k	107.64	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	1.5	$4.7M	+2%	103k	45.30	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	1.1	$3.4M	+5%	102k	33.57	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	1.0	$3.4M	+3%	49k	69.13	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.9	$3.0M	-3%	50k	60.58	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.9	$2.9M	-22%	59k	49.83	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.8	$2.6M		17k	155.38	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.8	$2.5M	-4%	47k	53.56	View chart
Microsoft Corp Stock (MSFT)	0.7	$2.4M	+6%	7.5k	315.75	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.7	$2.3M	-8%	59k	39.77	View chart
First Trust Water Etf Etf (FIW)	0.7	$2.2M		26k	82.75	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$1.8M		4.6k	392.71	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.5	$1.8M	-22%	35k	50.38	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$1.7M		4.8k	358.27	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.5	$1.7M	-2%	72k	23.77	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.5	$1.7M	-2%	50k	33.59	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.5	$1.6M		24k	65.22	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.5	$1.6M	-7%	47k	33.65	View chart
Verizon Communications Stock (VZ)	0.4	$1.4M	-17%	44k	32.41	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.4	$1.4M		23k	59.97	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.4	$1.3M	+5%	17k	74.62	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.4	$1.1M		23k	49.53	View chart
Pimco Enhanced Short Maturity Active Esg Exchange-traded Fund Etf (EMNT)	0.4	$1.1M	-10%	11k	98.12	View chart
Amgen Stock (AMGN)	0.3	$1.1M	-3%	4.1k	268.76	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.3	$1.0M	-9%	27k	37.92	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$945k		6.2k	151.82	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.3	$899k		12k	75.15	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.3	$879k		18k	48.50	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$871k	+6%	2.5k	350.30	View chart
Amazon Stock (AMZN)	0.3	$838k	+2%	6.6k	127.12	View chart
Invesco National Amt-free Municipal Bond Etf Etf (PZA)	0.3	$821k	-2%	37k	22.16	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$796k		6.0k	131.79	View chart
Goldman Sachs Access Ultra Short Bond Etf Etf (GSST)	0.2	$761k	-23%	15k	49.94	View chart
Pfizer Stock (PFE)	0.2	$671k	-11%	20k	33.17	View chart
Costco Whsl Corp Stock (COST)	0.2	$599k	+5%	1.1k	564.96	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$565k	+9%	4.3k	130.86	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$541k	+18%	3.1k	176.74	View chart
Howmet Aerospace Stock (HWM)	0.2	$539k		12k	46.25	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.2	$538k	+4%	18k	30.28	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$534k	+21%	1.1k	506.17	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.2	$506k	+22%	14k	36.59	View chart
Ishares Ibonds Dec 2023 Term Treasury Etf Etf (IBTD)	0.2	$503k		20k	24.82	View chart
Ishares Esg Screened S&p Mid-cap Etf Etf (XJH)	0.2	$499k	-22%	15k	33.87	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$479k		7.0k	68.42	View chart
Eli Lilly & Co Stock (LLY)	0.1	$467k		869.00	537.13	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$457k	+6%	2.2k	208.24	View chart
Spdr Blackstone Senior Loan Etf Etf (SRLN)	0.1	$443k	+374%	11k	41.93	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$441k	-3%	2.8k	155.89	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$440k	+6%	6.4k	68.92	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.1	$438k	-33%	7.5k	58.28	View chart
Unitedhealth Group Stock (UNH)	0.1	$433k	+12%	858.00	504.19	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$432k		4.6k	93.91	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$419k		8.7k	48.10	View chart
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.1	$405k		12k	32.99	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.1	$401k	-22%	13k	30.03	View chart
Automatic Data Processing Stock (ADP)	0.1	$385k		1.6k	240.58	View chart
Pepsico Stock (PEP)	0.1	$370k		2.2k	169.44	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$359k	-3%	2.5k	145.02	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$352k	+27%	2.7k	131.85	View chart
Tesla Stock (TSLA)	0.1	$341k		1.4k	250.22	View chart
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)	0.1	$327k		14k	23.84	View chart
Ishares Core Growth Allocation Etf Etf (AOR)	0.1	$313k		6.3k	49.41	View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)	0.1	$307k		13k	23.08	View chart
Johnson & Johnson Stock (JNJ)	0.1	$306k	+11%	2.0k	155.75	View chart
Home Depot Stock (HD)	0.1	$304k	+34%	1.0k	302.16	View chart
Visa Inc Com Cl A Stock (V)	0.1	$288k	+24%	1.3k	230.01	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.1	$282k		2.9k	96.91	View chart
Grainger W W Stock (GWW)	0.1	$277k		400.00	691.84	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.1	$273k		6.7k	41.03	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$270k		1.4k	189.09	View chart
Lam Research Corp Stock (LRCX)	0.1	$263k	+26%	419.00	626.77	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$262k		6.7k	39.21	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.1	$257k		2.7k	95.42	View chart
International Business Machs Stock (IBM)	0.1	$249k		1.8k	140.34	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$244k		811.00	300.21	View chart
Nvidia Corporation Stock (NVDA)	0.1	$238k	+7%	548.00	434.99	View chart
Biogen Stock (BIIB)	0.1	$238k		925.00	257.01	View chart
Pimco Active Bond Etf Etf (BOND)	0.1	$238k	-8%	2.7k	87.92	View chart
Procter And Gamble Stock (PG)	0.1	$233k		1.6k	145.86	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$231k	-19%	1.9k	122.93	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.1	$224k		4.8k	47.01	View chart
Mcdonalds Corp Stock (MCD)	0.1	$222k	+22%	843.00	263.44	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$220k		530.00	414.90	View chart
Rtx Corporation Stock (RTX)	0.1	$215k		3.0k	71.96	View chart
Jpmorgan Income Etf Etf (JPIE)	0.1	$212k		4.8k	44.40	View chart
Humana Stock (HUM)	0.1	$209k		430.00	486.52	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.1	$205k	+3%	2.0k	100.93	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.1	$203k		9.1k	22.47	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$195k	+3%	456.00	427.48	View chart
Nuveen Mun Value Cef (NUV)	0.1	$188k		23k	8.26	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.1	$186k		2.5k	75.21	View chart
The Cigna Group Stock (CI)	0.1	$185k		648.00	286.07	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$183k		2.8k	64.35	View chart
Coca Cola Stock (KO)	0.1	$177k		3.2k	55.98	View chart
Intel Corp Stock (INTC)	0.1	$176k		4.9k	35.55	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$168k		1.5k	112.11	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$164k	+2%	400.00	408.96	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$159k		1.3k	117.58	View chart
Cisco Sys Stock (CSCO)	0.0	$156k		2.9k	53.76	View chart
Ishares Core Aggressive Allocation Etf Etf (AOA)	0.0	$154k	-2%	2.4k	63.48	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$152k	-23%	1.5k	103.72	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$149k	-10%	3.0k	50.32	View chart
Spdr S&p Kensho Clean Power Etf Etf (CNRG)	0.0	$145k		2.2k	67.46	View chart
Royce Value Tr Cef (RVT)	0.0	$138k		11k	12.87	View chart
Abbvie Stock (ABBV)	0.0	$138k	-17%	923.00	149.06	View chart
General Dynamics Corp Stock (GD)	0.0	$133k	+20%	600.00	220.97	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.0	$128k		2.4k	53.35	View chart
Chevron Corp Stock (CVX)	0.0	$127k		753.00	168.62	View chart
Cambridge Bancorp Stock (CATC)	0.0	$125k		2.0k	62.29	View chart
Dnp Select Income Cef (DNP)	0.0	$122k		13k	9.52	View chart
American Express Stock (AXP)	0.0	$121k		809.00	149.19	View chart
Honeywell Intl Stock (HON)	0.0	$121k	+23%	653.00	184.74	View chart
Emerson Elec Stock (EMR)	0.0	$119k		1.2k	96.57	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.0	$117k	-26%	5.2k	22.75	View chart
Ishares Exponential Technologies Etf Etf (XT)	0.0	$116k		2.2k	52.21	View chart
Casella Waste Sys Inc Cl A Stock (CWST)	0.0	$115k		1.5k	76.30	View chart
Tjx Cos Stock (TJX)	0.0	$112k	+6%	1.3k	88.91	View chart
Cvs Health Corp Stock (CVS)	0.0	$107k	+2%	1.5k	69.82	View chart
Broadcom Stock (AVGO)	0.0	$106k	+96%	128.00	830.58	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$104k		680.00	152.44	View chart
Illinois Tool Wks Stock (ITW)	0.0	$101k	+6%	439.00	230.31	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$99k		2.6k	37.95	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$98k		638.00	153.84	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$95k		1.6k	59.28	View chart
Salesforce Stock (CRM)	0.0	$95k		467.00	202.78	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$95k	-13%	2.0k	47.59	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$90k		198.00	456.64	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$88k		1.2k	75.66	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.0	$88k		1.8k	49.19	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$87k	+305%	284.00	307.11	View chart
Alcoa Corp Stock (AA)	0.0	$87k		3.0k	29.06	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$86k		812.00	105.97	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$86k		1.9k	44.34	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$85k		695.00	122.38	View chart
Paychex Stock (PAYX)	0.0	$82k		707.00	115.33	View chart
Ishares Interest Rate Hedged Corporate Bond Etf Etf (LQDH)	0.0	$81k		870.00	92.55	View chart
Carrier Global Corporation Stock (CARR)	0.0	$80k		1.5k	55.20	View chart
Oracle Corp Stock (ORCL)	0.0	$74k	+15%	701.00	105.92	View chart
Deere & Co Stock (DE)	0.0	$74k		195.00	377.38	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$73k	-8%	964.00	75.91	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.0	$67k		1.0k	66.95	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.0	$67k	+31%	2.7k	24.37	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$66k	+62%	769.00	86.30	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$66k		668.00	98.89	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.0	$65k		1.7k	38.51	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$65k		275.00	235.10	View chart
Gilead Sciences Stock (GILD)	0.0	$64k	+3%	858.00	74.94	View chart
Abbott Labs Stock (ABT)	0.0	$64k	+13%	661.00	96.85	View chart
Ishares Ibonds Dec 2023 Term Corporate Etf Etf (IBDO)	0.0	$63k		2.5k	25.36	View chart
Kroger Stock (KR)	0.0	$63k		1.4k	44.75	View chart
S&p Global Stock (SPGI)	0.0	$62k	+101%	169.00	365.41	View chart
Merrimack Pharmaceuticals Stock (MACK)	0.0	$62k		5.0k	12.33	View chart
Cohen & Steers Total Return Rl Cef (RFI)	0.0	$61k		5.9k	10.48	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$61k		503.00	120.85	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$60k		5.8k	10.31	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$60k	-4%	4.1k	14.62	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$59k	+14%	341.00	173.98	View chart
General Electric Stock (GE)	0.0	$59k		536.00	110.62	View chart
Merck & Co Stock (MRK)	0.0	$59k	+12%	572.00	102.95	View chart
Cdw Corp Stock (CDW)	0.0	$59k	+809%	291.00	201.76	View chart
Canadian Natl Ry Stock (CNI)	0.0	$58k		532.00	108.33	View chart
Ishares Gold Trust Etf (IAU)	0.0	$58k		1.6k	34.99	View chart
Wells Fargo Stock (WFC)	0.0	$57k	+9%	1.4k	40.86	View chart
Virtus Total Return Cef (ZTR)	0.0	$57k		12k	4.80	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$57k	+44%	176.00	324.22	View chart
Tractor Supply Stock (TSCO)	0.0	$56k	-7%	277.00	203.21	View chart
Federal Agric Mtg Corp Cl C Stock (AGM)	0.0	$56k		364.00	154.30	View chart
Danaher Corporation Stock (DHR)	0.0	$56k	+2700%	224.00	248.10	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$56k		1.5k	37.00	View chart
Kraneshares Global Carbon Strategy Etf Etf (KRBN)	0.0	$55k		1.5k	36.13	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.0	$54k		332.00	163.93	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$54k		203.00	265.99	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$53k	+11%	267.00	196.56	View chart
Idexx Labs Stock (IDXX)	0.0	$53k	NEW	120.00	437.27	View chart
Disney Walt Stock (DIS)	0.0	$52k	-12%	644.00	81.03	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)	0.0	$51k	+193%	2.1k	24.73	View chart
Stryker Corporation Stock (SYK)	0.0	$51k		185.00	273.27	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$50k		3.0k	16.58	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$50k		625.00	80.31	View chart
Air Prods & Chems Stock (APD)	0.0	$50k		177.00	283.40	View chart
Elevance Health Stock (ELV)	0.0	$50k		115.00	435.42	View chart
Blackrock Stock (BLK)	0.0	$50k	+10%	77.00	646.49	View chart
Halliburton Stock (HAL)	0.0	$49k	+19%	1.2k	40.50	View chart
3M Stock (MMM)	0.0	$48k		511.00	93.62	View chart
Fedex Corp Stock (FDX)	0.0	$48k		180.00	264.92	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$46k		450.00	102.86	View chart
Onespaworld Holdings Stock (OSW)	0.0	$46k		4.1k	11.22	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$44k		500.00	88.55	View chart
Marathon Pete Corp Stock (MPC)	0.0	$43k	NEW	285.00	151.34	View chart
At&t Stock (T)	0.0	$43k		2.8k	15.02	View chart
Caterpillar Stock (CAT)	0.0	$42k		155.00	273.00	View chart
Nextera Energy Stock (NEE)	0.0	$42k	+20%	736.00	57.29	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$40k		156.00	258.53	View chart
Ishares Silver Trust Etf (SLV)	0.0	$40k	-42%	2.0k	20.34	View chart
Conocophillips Stock (COP)	0.0	$40k	+35%	333.00	119.80	View chart
Pimco Rafi Dynamic Multi-factor Emerging Markets Equity Etf Etf (MFEM)	0.0	$40k		2.2k	18.13	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$39k		644.00	60.26	View chart
Laboratory Corp Amer Hldgs Stock (LH)	0.0	$38k		190.00	201.05	View chart
Autozone Stock (AZO)	0.0	$38k	NEW	15.00	2540.00	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$38k	NEW	95.00	395.91	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$38k		138.00	272.31	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$38k		646.00	58.04	View chart
Ametek Stock (AME)	0.0	$37k	NEW	247.00	147.76	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$35k		522.00	67.68	View chart
Agilent Technologies Stock (A)	0.0	$34k		300.00	111.82	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$34k		460.00	72.72	View chart
Tegna Stock (TGNA)	0.0	$33k	NEW	2.3k	14.57	View chart
D R Horton Stock (DHI)	0.0	$33k	+345%	303.00	107.47	View chart
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN)	0.0	$32k	-40%	754.00	42.63	View chart
Eaton Corp Stock (ETN)	0.0	$32k		150.00	213.28	View chart
Ishares Self-driving Ev & Tech Etf Etf (IDRV)	0.0	$32k		857.00	37.19	View chart
Ishares Esg Aware Aggressive Allocation Etf Etf (EAOA)	0.0	$32k	-10%	1.1k	29.38	View chart
Bar Hbr Bankshares Stock (BHB)	0.0	$31k		1.3k	23.63	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$31k		675.00	45.69	View chart
Nike Inc Cl B Stock (NKE)	0.0	$31k	+18%	321.00	95.62	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$31k		510.00	59.99	View chart
Starbucks Corp Stock (SBUX)	0.0	$30k		333.00	91.27	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$30k		166.00	181.79	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$30k		397.00	75.98	View chart
Adobe Stock (ADBE)	0.0	$30k	+7%	59.00	509.90	View chart
Ishares Core Conservative Allocation Etf Etf (AOK)	0.0	$30k	+35%	869.00	33.96	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$29k		1.2k	24.28	View chart
Bank America Corp Stock (BAC)	0.0	$29k	+13%	1.1k	27.38	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$29k		445.00	64.46	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$29k		415.00	68.81	View chart
Ishares Robotics And Artificial Intelligence Multisector Etf Etf (IRBO)	0.0	$28k		927.00	30.54	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$28k		406.00	69.25	View chart
Sysco Corp Stock (SYY)	0.0	$27k		414.00	66.05	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$27k		288.00	93.89	View chart
L3harris Technologies Stock (LHX)	0.0	$27k	NEW	155.00	174.12	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$27k		534.00	50.49	View chart
Netflix Stock (NFLX)	0.0	$26k		70.00	377.60	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$26k	-16%	1.0k	25.40	View chart
P T Telekomunikasi Indonesia Adr (TLK)	0.0	$26k		1.1k	24.10	View chart
General Mls Stock (GIS)	0.0	$26k	+5%	400.00	63.99	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$25k		498.00	50.60	View chart

Past Filings by Mascoma Wealth Management

SEC 13F filings are viewable for Mascoma Wealth Management going back to 2016

Mascoma Wealth Management 2023 Q3 filed Oct. 13, 2023
Mascoma Wealth Management 2023 Q2 filed Aug. 9, 2023
Mascoma Wealth Management 2023 Q1 filed May 1, 2023
Mascoma Wealth Management 2022 Q4 restated filed Jan. 24, 2023
Mascoma Wealth Management 2022 Q4 filed Jan. 20, 2023
Mascoma Wealth Management 2022 Q3 filed Oct. 18, 2022
Mascoma Wealth Management 2022 Q2 filed July 14, 2022
Mascoma Wealth Management 2022 Q1 filed April 25, 2022
Mascoma Wealth Management 2021 Q4 filed Jan. 21, 2022
Mascoma Wealth Management 2021 Q3 filed Oct. 6, 2021
Mascoma Wealth Management 2021 Q2 filed July 6, 2021
Mascoma Wealth Management 2021 Q1 filed April 26, 2021
Mascoma Wealth Management 2020 Q4 filed Jan. 26, 2021
Mascoma Wealth Management 2019 Q3 filed Nov. 21, 2019
Mascoma Wealth Management 2019 Q2 filed July 29, 2019
Mascoma Wealth Management 2019 Q1 filed April 23, 2019

View all past filings

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