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Pimco Equity Ser Rafi Dyn Multi shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Pimco Equity Ser Rafi Dyn Multi (MFDX) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Pimco Equity Ser Rafi Dyn Multi

Tip: Access up to 7 years of quarterly data

All positions including Pimco Equity Ser Rafi Dyn Multi held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Equity Ser Rafi Dyn Multi by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 273 37.15
2025-06-30 $9.7k 270 35.93
2025-03-31 $8.6k 268 31.98

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Esg Msci Kld 400 Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

Top funds holding Pimco Equity Ser Rafi Dyn Multi

Schiavi & Co
Financial Consulate
Fundamentun
Mariner Wealth Advisors
Austin Wealth Management
LPL Financial
IFC Advisors
Northwestern Mutual Wealth Management Company
Sovran Advisors
Jpmorgan Chase & Co
Janney Montgomery Scott
Williams & Novak
Entrewealth
Merit Financial Group
Wells Fargo & Company

View all funds holding Pimco Equity Ser Rafi Dyn Multi