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Mascoma Wealth Management LLC Buys iShares Core Dividend Growth, iShares Core MSCI EAFE, SPDR Portfolio Short Term Corporate Bond, Sells White Mountains Insurance Group, iShares Core S&P 500, iShares Core U.S. Aggregate Bond

Investment company Mascoma Wealth Management LLC buys iShares Core Dividend Growth, iShares Core MSCI EAFE, SPDR Portfolio Short Term Corporate Bond, Vanguard Short-Term Corporate Bond ETF, iShares iBoxx $ High Yield Corporate Bond, iShares Core MSCI Emerging Markets, Zimmer Biomet Holdings Inc, TJX Inc, DowDuPont Inc, Magna International Inc, sells White Mountains Insurance Group, iShares Core S&P 500, iShares Core U.S. Aggregate Bond, Berkshire Hathaway Inc, Intel Corp during the 3-months ended 2017-12-31, according to the most recent filings of the investment company, Mascoma Wealth Management LLC. As of 2017-12-31, Mascoma Wealth Management LLC owns 345 stocks with a total value of $119 million. These are the details of the buys and sells.

For the details of Mascoma Wealth Management LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Mascoma+Wealth+Management+LLC

These are the top 5 holdings of Mascoma Wealth Management LLC
  1. Overstock.com Inc (OSTK) - 354,588 shares, 19.87% of the total portfolio. Shares added by 0.55%
  2. (IWZ) - 169,974 shares, 8.04% of the total portfolio. Shares added by 1.03%
  3. SPDR Portfolio Short Term Corporate Bond (SPSB) - 312,525 shares, 7.96% of the total portfolio. Shares added by 38.43%
  4. iShares Core MSCI EAFE (IEFA) - 90,980 shares, 5.23% of the total portfolio. Shares added by 117.33%
  5. Vanguard Short-Term Corporate Bond ETF (VCSH) - 71,828 shares, 4.76% of the total portfolio. Shares added by 78.78%
New Purchase: DowDuPont Inc (DWDP)

Mascoma Wealth Management LLC initiated holdings in DowDuPont Inc. The purchase prices were between $68.57 and $73.32, with an estimated average price of $71.11. The stock is now traded at around $70.89. The impact to the portfolio due to this purchase was 0.29%. The holdings were 4,909 shares as of 2017-12-31.

New Purchase: Synovus Financial Corp (SNV)

Mascoma Wealth Management LLC initiated holdings in Synovus Financial Corp. The purchase prices were between $45.03 and $50.13, with an estimated average price of $47.33. The stock is now traded at around $50.60. The impact to the portfolio due to this purchase was 0.2%. The holdings were 4,701 shares as of 2017-12-31.

New Purchase: United Parcel Service Inc (UPS)

Mascoma Wealth Management LLC initiated holdings in United Parcel Service Inc. The purchase prices were between $112.55 and $123.72, with an estimated average price of $117.46. The stock is now traded at around $116.47. The impact to the portfolio due to this purchase was 0.13%. The holdings were 1,300 shares as of 2017-12-31.

New Purchase: PowerShares DB Agriculture Fund (DBA)

Mascoma Wealth Management LLC initiated holdings in PowerShares DB Agriculture Fund. The purchase prices were between $18.19 and $19.45, with an estimated average price of $18.95. The stock is now traded at around $18.97. The impact to the portfolio due to this purchase was 0.08%. The holdings were 5,200 shares as of 2017-12-31.

New Purchase: Amazon.com Inc (AMZN)

Mascoma Wealth Management LLC initiated holdings in Amazon.com Inc. The purchase prices were between $957.1 and $1195.83, with an estimated average price of $1099.22. The stock is now traded at around $1429.95. The impact to the portfolio due to this purchase was 0.05%. The holdings were 40 shares as of 2017-12-31.

New Purchase: Keysight Technologies Inc (KEYS)

Mascoma Wealth Management LLC initiated holdings in Keysight Technologies Inc. The purchase prices were between $41.54 and $45.41, with an estimated average price of $43.2. The stock is now traded at around $46.38. The impact to the portfolio due to this purchase was 0.04%. The holdings were 995 shares as of 2017-12-31.

Added: iShares Core Dividend Growth (DGRO)

Mascoma Wealth Management LLC added to the holdings in iShares Core Dividend Growth by 3350.44%. The purchase prices were between $32.63 and $35.09, with an estimated average price of $33.76. The stock is now traded at around $35.72. The impact to the portfolio due to this purchase was 3.35%. The holdings were 114,727 shares as of 2017-12-31.

Added: iShares Core MSCI EAFE (IEFA)

Mascoma Wealth Management LLC added to the holdings in iShares Core MSCI EAFE by 117.33%. The purchase prices were between $64.09 and $66.44, with an estimated average price of $65.21. The stock is now traded at around $68.31. The impact to the portfolio due to this purchase was 2.82%. The holdings were 90,980 shares as of 2017-12-31.

Added: SPDR Portfolio Short Term Corporate Bond (SPSB)

Mascoma Wealth Management LLC added to the holdings in SPDR Portfolio Short Term Corporate Bond by 38.43%. The purchase prices were between $30.37 and $30.66, with an estimated average price of $30.54. The stock is now traded at around $30.30. The impact to the portfolio due to this purchase was 2.21%. The holdings were 312,525 shares as of 2017-12-31.

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Mascoma Wealth Management LLC added to the holdings in Vanguard Short-Term Corporate Bond ETF by 78.78%. The purchase prices were between $79.17 and $80.11, with an estimated average price of $79.72. The stock is now traded at around $78.79. The impact to the portfolio due to this purchase was 2.1%. The holdings were 71,828 shares as of 2017-12-31.

Added: iShares iBoxx $ High Yield Corporate Bond (HYG)

Mascoma Wealth Management LLC added to the holdings in iShares iBoxx $ High Yield Corporate Bond by 104.67%. The purchase prices were between $86.68 and $88.69, with an estimated average price of $87.75. The stock is now traded at around $86.22. The impact to the portfolio due to this purchase was 1.65%. The holdings were 44,431 shares as of 2017-12-31.

Added: iShares Core MSCI Emerging Markets (IEMG)

Mascoma Wealth Management LLC added to the holdings in iShares Core MSCI Emerging Markets by 60.80%. The purchase prices were between $54.04 and $57.63, with an estimated average price of $55.86. The stock is now traded at around $59.18. The impact to the portfolio due to this purchase was 1.1%. The holdings were 58,581 shares as of 2017-12-31.

Sold Out: White Mountains Insurance Group Ltd (WTM)

Mascoma Wealth Management LLC sold out the holdings in White Mountains Insurance Group Ltd. The sale prices were between $844 and $895.9, with an estimated average price of $873.83.

Sold Out: Allergan PLC (AGN)

Mascoma Wealth Management LLC sold out the holdings in Allergan PLC. The sale prices were between $163.58 and $210.98, with an estimated average price of $179.54.

Sold Out: iShares MSCI United Kingdom (EWU)

Mascoma Wealth Management LLC sold out the holdings in iShares MSCI United Kingdom. The sale prices were between $34.24 and $35.82, with an estimated average price of $34.96.

Sold Out: W.W. Grainger Inc (GWW)

Mascoma Wealth Management LLC sold out the holdings in W.W. Grainger Inc. The sale prices were between $172.5 and $237.96, with an estimated average price of $206.57.

Sold Out: AstraZeneca PLC (AZN)

Mascoma Wealth Management LLC sold out the holdings in AstraZeneca PLC. The sale prices were between $32.09 and $34.78, with an estimated average price of $33.73.

Sold Out: General Dynamics Corp (GD)

Mascoma Wealth Management LLC sold out the holdings in General Dynamics Corp. The sale prices were between $196.18 and $213.86, with an estimated average price of $204.27.

Reduced: iShares Core S&P 500 (IVV)

Mascoma Wealth Management LLC reduced to the holdings in iShares Core S&P 500 by 69.44%. The sale prices were between $253.97 and $271.47, with an estimated average price of $261.99. The stock is now traded at around $277.53. The impact to the portfolio due to this sale was -3.27%. Mascoma Wealth Management LLC still held 5,993 shares as of 2017-12-31.

Reduced: iShares Core U.S. Aggregate Bond (AGG)

Mascoma Wealth Management LLC reduced to the holdings in iShares Core U.S. Aggregate Bond by 45.14%. The sale prices were between $108.76 and $109.86, with an estimated average price of $109.32. The stock is now traded at around $107.20. The impact to the portfolio due to this sale was -2.67%. Mascoma Wealth Management LLC still held 31,182 shares as of 2017-12-31.

Reduced: Berkshire Hathaway Inc (BRK.B)

Mascoma Wealth Management LLC reduced to the holdings in Berkshire Hathaway Inc by 77.08%. The sale prices were between $181.06 and $199.56, with an estimated average price of $189.83. The stock is now traded at around $209.12. The impact to the portfolio due to this sale was -1.74%. Mascoma Wealth Management LLC still held 2,974 shares as of 2017-12-31.

Reduced: Intel Corp (INTC)

Mascoma Wealth Management LLC reduced to the holdings in Intel Corp by 86.62%. The sale prices were between $39.04 and $47.56, with an estimated average price of $43.62. The stock is now traded at around $46.15. The impact to the portfolio due to this sale was -1.64%. Mascoma Wealth Management LLC still held 6,979 shares as of 2017-12-31.

Reduced: iShares Core S&P Mid-Cap (IJH)

Mascoma Wealth Management LLC reduced to the holdings in iShares Core S&P Mid-Cap by 26.61%. The sale prices were between $180.58 and $190.73, with an estimated average price of $184.98. The stock is now traded at around $191.49. The impact to the portfolio due to this sale was -1.23%. Mascoma Wealth Management LLC still held 20,023 shares as of 2017-12-31.

Reduced: AbbVie Inc (ABBV)

Mascoma Wealth Management LLC reduced to the holdings in AbbVie Inc by 86.99%. The sale prices were between $89.56 and $98.21, with an estimated average price of $94.2. The stock is now traded at around $115.17. The impact to the portfolio due to this sale was -0.72%. Mascoma Wealth Management LLC still held 1,275 shares as of 2017-12-31.



Here is the complete portfolio of Mascoma Wealth Management LLC. Also check out:

1. Mascoma Wealth Management LLC's Undervalued Stocks
2. Mascoma Wealth Management LLC's Top Growth Companies, and
3. Mascoma Wealth Management LLC's High Yield stocks
4. Stocks that Mascoma Wealth Management LLC keeps buying

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