Mascoma Wealth Management

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

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Positions held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mascoma Wealth Management

Mascoma Wealth Management holds 615 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Mascoma Wealth Management has 615 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Etf Etf (IVV) 10.5 $30M +7% 84k 358.65
Jpmorgan Ultra-short Income Etf Etf (JPST) 9.7 $28M +7% 558k 50.16
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 7.0 $20M +4% 250k 80.18
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 5.4 $16M +5% 317k 49.28
Vanguard Ftse Developed Markets Etf Etf (VEA) 4.0 $12M +2% 320k 36.36
Ishares Select Dividend Etf Etf (DVY) 3.9 $11M +13% 106k 107.22
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 3.2 $9.2M +6% 96k 96.11
Ishares Msci Kld 400 Social Etf Etf (DSI) 2.5 $7.2M +5% 108k 66.97
Fidelity Dividend Etf For Rising Rates Etf (FDRR) 2.4 $6.8M -7% 192k 35.47
Pimco Active Bond Etf Etf (BOND) 2.3 $6.6M -2% 73k 89.72
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 2.2 $6.4M +10% 97k 66.10
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 2.0 $5.7M +4% 114k 50.01
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 1.8 $5.1M +4% 174k 29.22
Apple Stock (AAPL) 1.7 $4.9M 36k 138.19

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Ishares Core S&p Mid-cap Etf Etf (IJH) 1.6 $4.7M +3% 21k 219.24
Pimco Enhanced Short Maturity Active Esg Exchange-traded Fund Etf (EMNT) 1.5 $4.3M 44k 98.19
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA) 1.4 $4.2M 85k 49.10
Spdr Blackstone Senior Loan Etf Etf (SRLN) 1.4 $3.9M +20% 96k 40.87
Fidelity Msci Health Care Index Etf Etf (FHLC) 1.2 $3.6M +6% 62k 57.66
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 1.1 $3.1M +12% 32k 96.34
Ishares Core S&p Small Cap Etf Etf (IJR) 1.1 $3.1M +5% 35k 87.20
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 1.0 $2.9M -2% 93k 31.04
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 1.0 $2.8M 119k 23.49
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.9 $2.7M +8% 52k 51.23
Invesco Qqq Trust Etf (QQQ) 0.9 $2.5M 9.5k 267.27
Vanguard Dividend Appreciation Etf Etf (VIG) 0.9 $2.5M +21% 19k 135.17
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh Stock (BAM) 0.9 $2.5M +49% 60k 40.90
Vanguard Small-cap Etf Etf (VB) 0.9 $2.5M -2% 14k 170.91
Verizon Communications Stock (VZ) 0.8 $2.4M +8% 62k 37.97
Ishares U.s. Medical Devices Etf Etf (IHI) 0.8 $2.4M 50k 47.18
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.7 $2.1M +4% 37k 56.14
First Trust Water Etf Etf (FIW) 0.7 $2.1M +4% 29k 71.82
Microsoft Corp Stock (MSFT) 0.7 $2.0M +6% 8.6k 232.85
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.6 $1.8M +4% 38k 46.45
Vanguard S&p 500 Etf Etf (VOO) 0.6 $1.7M -7% 5.1k 328.32
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.6 $1.7M 55k 30.66
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.5 $1.5M +40% 27k 57.00
Nuveen Esg Large-cap Value Etf Etf (NULV) 0.5 $1.4M +11% 47k 30.87
Ishares Esg Screened S&p Mid-cap Etf Etf (XJH) 0.5 $1.4M 47k 29.74
Pfizer Stock (PFE) 0.5 $1.3M +8% 31k 43.75
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.5 $1.3M 15k 90.90
Fidelity Msci Utilities Index Etf Etf (FUTY) 0.4 $1.2M +14% 29k 42.22
Ishares Core S&p Us Value Etf Etf (IUSV) 0.4 $1.1M 18k 62.63
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.4 $1.1M -10% 28k 39.93
Invesco National Amt-free Municipal Bond Etf Etf (PZA) 0.4 $1.0M -19% 46k 22.08
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $951k -2% 3.6k 267.13
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) 0.3 $942k -3% 24k 38.58
Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 0.3 $938k -62% 38k 24.75
Amazon Stock (AMZN) 0.3 $927k +5% 8.2k 113.05
Union Pac Corp Stock (UNP) 0.3 $878k 4.5k 194.76
Amgen Stock (AMGN) 0.3 $860k -2% 3.8k 225.43
Ishares Russell 1000 Value Etf Etf (IWD) 0.3 $846k 6.2k 135.99
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.3 $820k +11% 17k 48.97
Exxon Mobil Corp Stock (XOM) 0.3 $732k 8.4k 87.27
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $716k 2.0k 357.29
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $700k 9.4k 74.29
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN) 0.2 $675k 15k 45.55
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $633k 6.1k 103.92
Trimas Corp Stock (TRS) 0.2 $627k 25k 25.08
Spdr S&p Kensho Clean Power Etf Etf (CNRG) 0.2 $620k +3% 7.3k 84.90
Vanguard Real Estate Etf Etf (VNQ) 0.2 $547k -2% 6.8k 80.13
Costco Whsl Corp Stock (COST) 0.2 $543k 1.2k 472.17
Thermo Fisher Scientific Stock (TMO) 0.2 $542k 1.1k 507.49
Liberty Media Corp Del Com A Siriusxm Stock (LSXMA) 0.2 $533k 14k 38.07
Unitedhealth Group Stock (UNH) 0.2 $531k 1.1k 504.75
Ishares Russell 2000 Etf Etf (IWM) 0.2 $529k +8% 3.2k 164.80
United Parcel Service Inc Cl B Stock (UPS) 0.2 $527k 3.3k 161.66
Ishares Short Treasury Bond Etf Etf (SHV) 0.2 $517k 4.7k 110.00
Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $485k +20% 11k 44.45
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.2 $465k +154% 14k 32.21
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.2 $453k 16k 27.66
Ishares Ibonds Dec 2023 Term Treasury Etf Etf (IBTD) 0.2 $444k 18k 24.80
Pepsico Stock (PEP) 0.2 $440k 2.7k 163.27
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT) 0.1 $433k +2% 12k 35.70
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $423k +1873% 4.4k 95.70
Automatic Data Processing Stock (ADP) 0.1 $420k 1.9k 225.93
Home Depot Stock (HD) 0.1 $410k 1.5k 276.09
Raytheon Technologies Corp Stock (RTX) 0.1 $406k +26% 5.0k 81.90
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG) 0.1 $394k -4% 19k 20.56
Johnson & Johnson Stock (JNJ) 0.1 $377k 2.3k 163.20
Goldman Sachs Access Ultra Short Bond Etf Etf (GSST) 0.1 $375k -23% 7.6k 49.67
Howmet Aerospace Stock (HWM) 0.1 $361k 12k 30.96
Ishares Tips Bond Etf Etf (TIP) 0.1 $359k -10% 3.4k 104.79
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ) 0.1 $358k 2.5k 145.82
Fidelity Msci Real Estate Index Etf Etf (FREL) 0.1 $355k +13% 15k 23.89
Ishares Core Growth Allocation Etf Etf (AOR) 0.1 $348k 7.8k 44.74
International Business Machs Stock (IBM) 0.1 $345k 2.9k 118.80
Jpmorgan Chase & Co Stock (JPM) 0.1 $341k -3% 3.3k 104.41
Procter And Gamble Stock (PG) 0.1 $337k +12% 2.7k 126.36
Ishares Msci Eafe Etf Etf (EFA) 0.1 $331k 5.9k 55.96
Abbvie Stock (ABBV) 0.1 $324k +49% 2.4k 134.38
Lilly Eli & Co Stock (LLY) 0.1 $323k 999.00 323.32
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $297k +3% 3.7k 79.45
Tesla Stock (TSLA) 0.1 $297k +382% 1.1k 265.18
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $296k -3% 8.1k 36.53
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $291k +110% 5.0k 57.82
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $290k +1886% 3.0k 96.03
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.1 $283k 3.2k 88.58
Vanguard Mid-cap Etf Etf (VO) 0.1 $256k 1.4k 187.68
Mcdonalds Corp Stock (MCD) 0.1 $253k 1.1k 230.42
Ishares Interest Rate Hedged Corporate Bond Etf Etf (LQDH) 0.1 $241k 2.7k 88.57
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $231k +76% 4.8k 48.12
Visa Inc Com Cl A Stock (V) 0.1 $223k -3% 1.3k 177.41
Intel Corp Stock (INTC) 0.1 $218k 8.5k 25.74
Humana Stock (HUM) 0.1 $209k 430.00 486.05
Vanguard Information Technology Etf Etf (VGT) 0.1 $207k -2% 674.00 307.12
Cisco Sys Stock (CSCO) 0.1 $205k 5.1k 40.03
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.1 $202k -13% 2.3k 89.78
Grainger W W Stock (GWW) 0.1 $201k 411.00 489.05
Nuveen Mun Value Cef (NUV) 0.1 $199k -7% 24k 8.47
Nextera Energy Stock (NEE) 0.1 $196k +66% 2.5k 78.21
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN) 0.1 $194k +6% 3.4k 57.09
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.1 $192k 4.0k 48.30
Deere & Co Stock (DE) 0.1 $191k 573.00 333.33
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.1 $190k 4.8k 39.92
Coca Cola Stock (KO) 0.1 $189k 3.4k 56.15
Cambridge Bancorp Stock (CATC) 0.1 $189k 2.4k 79.58
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $183k 2.9k 62.76
Boeing Stock (BA) 0.1 $178k 1.5k 121.09
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $176k 438.00 401.83
Ishares International Equity Factor Etf Etf (INTF) 0.1 $174k -2% 8.3k 20.89
Lockheed Martin Corp Stock (LMT) 0.1 $174k 450.00 386.67
Cvs Health Corp Stock (CVS) 0.1 $166k 1.7k 95.18
First Trust Cloud Computing Etf Etf (SKYY) 0.1 $166k 2.7k 60.56
Merck & Co Stock (MRK) 0.1 $165k +109% 1.9k 86.12
Abbott Labs Stock (ABT) 0.1 $163k +55% 1.7k 96.79
Honeywell Intl Stock (HON) 0.1 $161k -2% 966.00 166.67
Clean Energy Fuels Corp Stock (CLNE) 0.1 $160k 30k 5.35
First Trust Capital Strength Etf Etf (FTCS) 0.1 $148k 2.2k 66.40
Waste Mgmt Inc Del Stock (WM) 0.0 $144k -3% 900.00 160.00
Ishares Core High Dividend Etf Etf (HDV) 0.0 $143k 1.6k 91.43
Danaher Corporation Stock (DHR) 0.0 $139k 538.00 258.36
Mercadolibre Stock (MELI) 0.0 $138k 167.00 826.35
Mastercard Incorporated Cl A Stock (MA) 0.0 $136k 479.00 283.92
Royce Value Tr Cef (RVT) 0.0 $136k 11k 12.57
Ishares Core Aggressive Allocation Etf Etf (AOA) 0.0 $135k -6% 2.4k 55.42
Dnp Select Income Cef (DNP) 0.0 $132k +5% 13k 10.34
Travelers Companies Stock (TRV) 0.0 $131k 857.00 152.86
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.0 $130k +23% 2.8k 45.97
Jpmorgan Income Etf Etf (JPIE) 0.0 $130k NEW 2.9k 44.22
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $130k -26% 1.4k 91.87
Chevron Corp Stock (CVX) 0.0 $129k 899.00 143.49
Meta Platforms Inc Cl A Stock (META) 0.0 $129k -16% 950.00 135.79
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $127k 1.3k 94.63
Lam Research Corp Stock (LRCX) 0.0 $126k -2% 345.00 365.22
Cigna Corp Stock (CI) 0.0 $125k -18% 451.00 277.16
3M Stock (MMM) 0.0 $125k 1.1k 110.72
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.0 $124k +2% 2.5k 50.51
Tjx Cos Stock (TJX) 0.0 $122k +24% 2.0k 62.15
Conocophillips Stock (COP) 0.0 $122k -5% 1.2k 102.18
Casella Waste Sys Inc Cl A Stock (CWST) 0.0 $122k 1.6k 76.25
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.0 $115k -7% 2.7k 41.97
Illinois Tool Wks Stock (ITW) 0.0 $113k -4% 626.00 180.51
Spdr S&p 500 Fossil Fuel Reserves Free Etf Etf (SPYX) 0.0 $112k 1.3k 87.50
Carrier Global Corporation Stock (CARR) 0.0 $110k 3.1k 35.55
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.0 $109k 2.8k 38.98
Emerson Elec Stock (EMR) 0.0 $109k 1.5k 73.40
Elevance Health Stock (ELV) 0.0 $109k 240.00 454.17
General Dynamics Corp Stock (GD) 0.0 $109k 516.00 211.24
American Express Stock (AXP) 0.0 $109k 809.00 134.73
Nvidia Corporation Stock (NVDA) 0.0 $107k -13% 879.00 121.73
Alcoa Corp Stock (AA) 0.0 $107k +6% 3.2k 33.54
Ishares Cybersecurity & Tech Etf Etf (IHAK) 0.0 $102k 3.0k 34.13
Comcast Corp New Cl A Stock (CMCSA) 0.0 $100k 3.4k 29.25
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF) 0.0 $98k NEW 4.2k 23.20
Guardant Health Stock (GH) 0.0 $97k 1.8k 53.71
Ishares Exponential Technologies Etf Etf (XT) 0.0 $97k 2.2k 44.68
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.0 $95k 2.5k 38.45
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $93k +11% 4.9k 19.17
Ishares Biotechnology Etf Etf (IBB) 0.0 $92k 788.00 116.75
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.0 $91k -43% 1.8k 50.67
Gilead Sciences Stock (GILD) 0.0 $91k -32% 1.5k 61.49
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $91k 2.6k 34.87
Zoetis Inc Cl A Stock (ZTS) 0.0 $91k 613.00 148.45
Otis Worldwide Corp Stock (OTIS) 0.0 $91k 1.4k 63.86
Vanguard Health Care Etf Etf (VHT) 0.0 $87k 389.00 223.65
Aon Plc Shs Cl A Stock (AON) 0.0 $87k 323.00 269.35
Ishares Core Conservative Allocation Etf Etf (AOK) 0.0 $83k +7% 2.5k 32.64
Ishares Esg Aware Growth Allocation Etf Etf (EAOR) 0.0 $82k +3% 3.3k 24.68
Blackrock Stock (BLK) 0.0 $82k 149.00 550.34
Air Prods & Chems Stock (APD) 0.0 $82k 352.00 232.95
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $82k 638.00 128.53
Fidelity Msci Financials Index Etf Etf (FNCL) 0.0 $82k 1.9k 43.02
Nuveen Amt Free Mun Cr Cef (NVG) 0.0 $81k 7.0k 11.62
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $80k 1.6k 50.00
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $80k -3% 311.00 257.23
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE) 0.0 $79k NEW 3.3k 23.94
Paychex Stock (PAYX) 0.0 $79k 707.00 111.74
Solid Power Inc Class A Stock (SLDP) 0.0 $78k 15k 5.29
Walmart Stock (WMT) 0.0 $78k 604.00 129.14
Public Storage Reit (PSA) 0.0 $78k 266.00 293.23
Texas Instrs Stock (TXN) 0.0 $78k 505.00 154.46
Trane Technologies Stock (TT) 0.0 $76k -10% 524.00 145.04
Wells Fargo Stock (WFC) 0.0 $76k -5% 1.9k 40.23
Virtus Total Return Cef (ZTR) 0.0 $74k 12k 6.22
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.0 $74k 3.0k 24.27
Bristol-myers Squibb Stock (BMY) 0.0 $74k 1.0k 71.36
Ishares Msci Global Metals & Mining Producers Etf Etf (PICK) 0.0 $72k 2.1k 33.88
Cohen & Steers Total Return Rl Cef (RFI) 0.0 $71k 5.9k 12.14
Toronto Dominion Bk Ont Stock (TD) 0.0 $70k +4% 1.1k 61.19
Stanley Black & Decker Stock (SWK) 0.0 $69k 923.00 74.76
Salesforce Stock (CRM) 0.0 $67k 467.00 143.47
Ishares Msci Global Sustainable Development Goals Etf Etf (SDG) 0.0 $67k 940.00 71.28
Mckesson Corp Stock (MCK) 0.0 $63k 186.00 338.71
Teradyne Stock (TER) 0.0 $63k 844.00 74.64
At&t Stock (T) 0.0 $63k +15% 4.1k 15.23
Kroger Stock (KR) 0.0 $61k 1.4k 43.63
Ishares Silver Trust Etf (SLV) 0.0 $60k +40% 3.4k 17.57
Kimberly-clark Corp Stock (KMB) 0.0 $60k 536.00 111.94
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $60k -3% 1.4k 42.77
Ishares U.s. Consumer Discretionary Etf Etf (IYC) 0.0 $58k 1.0k 58.00
Canadian Natl Ry Stock (CNI) 0.0 $57k 532.00 107.14
Fulgent Genetics Stock (FLGT) 0.0 $57k 1.5k 37.90
Camden Natl Corp Stock (CAC) 0.0 $56k 1.3k 42.72
Tractor Supply Stock (TSCO) 0.0 $56k 300.00 186.67
Oreilly Automotive Stock (ORLY) 0.0 $56k -10% 80.00 700.00
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $55k +6% 760.00 72.37
Adobe Systems Incorporated Stock (ADBE) 0.0 $54k -17% 197.00 274.11
Novocure Ltd Ord Stock (NVCR) 0.0 $54k 705.00 76.60
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $53k 672.00 78.87
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $52k 693.00 75.04
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $52k 317.00 164.04
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $52k +77% 571.00 91.07
Oracle Corp Stock (ORCL) 0.0 $51k 840.00 60.71
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $51k -16% 967.00 52.74
Arconic Corporation Stock (ARNC) 0.0 $50k 2.9k 17.15
Stryker Corporation Stock (SYK) 0.0 $50k 245.00 204.08
Progressive Corp Stock (PGR) 0.0 $50k -3% 428.00 116.82
V F Corp Stock (VFC) 0.0 $49k 1.6k 29.93
Fedex Corp Stock (FDX) 0.0 $49k 330.00 148.48
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $48k 267.00 179.78
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.0 $47k 967.00 48.60
Nike Inc Cl B Stock (NKE) 0.0 $46k -15% 555.00 82.88
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $46k 450.00 102.22
Walker & Dunlop Stock (WD) 0.0 $45k 537.00 83.80
Edwards Lifesciences Corp Stock (EW) 0.0 $45k -7% 545.00 82.57
Delta Air Lines Inc Del Stock (DAL) 0.0 $45k -20% 1.6k 27.79
Norfolk Southn Corp Stock (NSC) 0.0 $44k 208.00 211.54
Marsh & Mclennan Cos Stock (MMC) 0.0 $44k 295.00 149.15
Ishares Ibonds Dec 2023 Term Corporate Etf Etf (IBDO) 0.0 $44k 1.8k 25.10
Analog Devices Stock (ADI) 0.0 $43k 309.00 139.16
Avery Dennison Corp Stock (AVY) 0.0 $43k -18% 262.00 164.12
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $43k 358.00 120.11
Disney Walt Stock (DIS) 0.0 $43k -2% 456.00 94.30
Microchip Technology Stock (MCHP) 0.0 $42k 682.00 61.58
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $42k -5% 1.4k 30.72
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP) 0.0 $41k 1.7k 24.09
Ishares Gold Trust Etf (IAU) 0.0 $41k 1.3k 31.49
Fidelity Msci Energy Index Etf Etf (FENY) 0.0 $41k 2.1k 19.71
Bar Hbr Bankshares Stock (BHB) 0.0 $40k 1.5k 26.68

Past Filings by Mascoma Wealth Management

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