$314 Million is the total value of Mascoma Wealth Management LLC's 592 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 118.2% .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE S&P U.S. GROWTH ETF | 24 | Q3 2023 | 11.4% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 24 | Q3 2023 | 18.2% |
| ISHARES CORE S&P 500 ETF | 24 | Q3 2023 | 15.8% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 24 | Q3 2023 | 9.0% |
| SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 24 | Q3 2023 | 7.4% |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 24 | Q3 2023 | 8.5% |
| ISHARES SHORT-TERM CORPORATE BOND ETF | 24 | Q3 2023 | 6.4% |
| ISHARES S&P MIDCAP FUND | 24 | Q3 2023 | 3.3% |
| ISHARES S&P SMALL-CAP FUND | 24 | Q3 2023 | 3.9% |
| APPLE INC COM | 24 | Q3 2023 | 2.4% |
View Mascoma Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-01 |
| 13F-HR/A | 2023-01-24 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-25 |
View Mascoma Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.