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Unified Ser Tr shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Unified Ser Tr (OACP) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $72k 3.1k 22.72

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fidelity Total Bond Etf Etf (FBND)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Esg Msci Kld 400 Etf Etf (DSI)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

Top funds holding Unified Ser Tr

OneAscent Financial Services
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Patron Partners Advisors
First Heartland Consultants
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RFG Advisory
Cambridge Investment Research Advisors
Envestnet Asset Management
Dynamic Advisors Solutions
Merit Financial Group
IFP Advisors
Security Financial Services

View all funds holding Unified Ser Tr