MW

Mascoma Wealth Management LLC

13F
Mascoma Wealth Management LLC
Last update 2025-07-22 465 Stocks (8 new)
Value $431.00 Mil Turnover 3 %
Countries:
Top Holdings: IVV(16.75%)AGG(11.27%)FBND(7.85%)VEA(6.92%)JCPB(5.02%)
Summary Stock Picks Current Portfolio
Mascoma Wealth Management LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
116,201
72,149.2
+2.64%
16.750
+0.43%
0.010
+18.71%
+8.79%
641,347.1
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
489,256
48,534.2
+3.02%
11.270
+0.33%
0.040
+1.67%
+3.51%
128,172.9
 
FBND
Fidelity Total Bond ETF
738,850
33,802.4
+3.79%
7.850
+0.29%
0.170
+2.40%
+3.91%
19,361.1
 
VEA
Vanguard FTSE Developed Markets ETF
522,972
29,814.6
-0.52%
6.920
-0.03%
0.020
+14.18%
+23.90%
163,616.5
 
JCPB
JPMorgan Core Plus Bond ETF
459,044
21,602.6
+31.78%
5.020
+1.21%
0.310
+2.31%
+3.92%
7,024.4
 
JPST
JPMorgan Ultra-Short Income ETF
414,514
21,007.5
-0.29%
4.880
-0.02%
0.070
+1.33%
+2.76%
32,246.2
 
SHV
iShares Short Treasury Bond ETF
187,136
20,663.5
+2.61%
4.800
+0.12%
0.100
+1.01%
+2.30%
20,786.6
 
IUSG
ISHARES TRUST
125,372
18,855.9
-16.59%
4.380
-0.79%
0.080
+24.76%
+11.06%
23,928.0
 
FELC
Fidelity Enhanced Large Cap Core ETF
Fidelity Enhanced Large Cap Core ETF
370,885
12,791.8
+7.61%
2.970
+0.21%
0.280
+17.88%
+7.03%
4,715.1
 
JIRE
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
164,145
11,616.5
+7.30%
2.700
+0.18%
0.150
+12.15%
+23.53%
7,985.3
 

Mascoma Wealth Management LLC's Historical Top Holdings Breakdowns

Mascoma Wealth Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JCPB
JPMorgan Core Plus Bond ETF
2025-06-30
Add
Add
+1.21%
●
45.9 ($46.46) 47.2
$46.70
0.53%
Add 31.78%
459,044
110,713
IUSG
ISHARES TRUST
2025-06-30
Reduce
Reduce
-0.79%
●
113.67 ($135.43) 150.4
$154.30
13.93%
Reduce -16.59%
125,372
-24,940
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+0.43%
●
498.8 ($573.99) 620.9
$636.47
10.89%
Add 2.64%
116,201
2,992
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-06-30
Add
Add
+0.33%
●
96.82 ($98) 99.46
$98.37
0.37%
Add 3.02%
489,256
14,328
FBND
Fidelity Total Bond ETF
2025-06-30
Add
Add
+0.29%
●
44.68 ($45.27) 45.96
$45.57
0.67%
Add 3.79%
738,850
26,983
FELC
Fidelity Enhanced Large Cap Core ETF
Fidelity Enhanced Large Cap Core ETF
2025-06-30
Add
Add
+0.21%
●
27.76 ($31.88) 34.49
$35.05
9.93%
Add 7.61%
370,885
26,234
JIRE
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
2025-06-30
Add
Add
+0.18%
●
56.88 ($66.64) 70.77
$72.28
8.46%
Add 7.3%
164,145
11,173
FDVV
Fidelity High Dividend ETF
2025-06-30
Reduce
Reduce
-0.12%
●
43.6 ($49.2) 52.02
$53.88
9.51%
Reduce -18.81%
41,127
-9,528
NULV
Nuveen ESG Large-Cap Value ETF
2025-06-30
Reduce
Reduce
-0.12%
●
36.02 ($39.81) 41.92
$42.61
7.03%
Reduce -20.09%
46,877
-11,787
SHV
iShares Short Treasury Bond ETF
2025-06-30
Add
Add
+0.12%
●
110.06 ($110.26) 110.46
$110.34
0.07%
Add 2.61%
187,136
4,761

Mascoma Wealth Management LLC Total Holding History ($B)

To

Mascoma Wealth Management LLC's Asset Allocation

To

Mascoma Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mascoma Wealth Management LLC's Hypothetical Growth since 2025-06-30

Mascoma Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Mascoma Wealth Management LLC's Holdings Heat Map

Size field:

Mascoma Wealth Management LLC's Holdings Bubble Chart

Mascoma Wealth Management LLC News

  • 1

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