Mascoma Wealth Management LLC: 13F holdings

CIK 16956642026Q2

Positions609
Reported value$539.3m
Filed2026-07-24

Change since last quarter

Positions609 (+94 vs prior quarter)
Reported value$539.3m (+11.5%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES CORE S&P 500 ETF121,926$91.3m16.9%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF539,593$53.4m9.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF580,644$41.4m7.7%
FBND FIDELITY TOTAL BOND ETF801,959$36.5m6.8%
JCPB JPMORGAN CORE PLUS BOND ETF600,244$28.2m5.2%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF404,935$23.9m4.4%
JPST JPMORGAN ULTRA-SHORT INCOME ETF396,714$20.1m3.7%
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF226,552$18.7m3.5%
FELC FIDELITY ENHANCED LARGE CAP CORE ETF433,747$18.2m3.4%
IUSG ISHARES CORE S&P U.S. GROWTH ETF91,744$17.3m3.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1695664")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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