Mascoma Wealth Management LLC - Q4 2023 holdings

 Value Shares↓ Weighting
GMED ExitGLOBUS MED INC CL Astock$0-27
-100.0%
0.00%
TLRY ExitTILRAY BRANDS INC COMstock$0-5
-100.0%
0.00%
ACB ExitAURORA CANNABIS INC COMstock$0-4
-100.0%
0.00%
ExitEMBECTA CORP COMMON STOCKstock$0-27
-100.0%
0.00%
NM ExitNAVIOS MARITIME HOLDINGS INC COMstock$0-18
-100.0%
0.00%
MYN ExitBLACKROCK MUNIYIELD N Y QUALIT COMcef$0-60
-100.0%
0.00%
KARS ExitKRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY INDEX ETFetf$0-47
-100.0%
0.00%
MYI ExitBLACKROCK MUNIYIELD QUALITY FD COMcef$0-85
-100.0%
0.00%
SLF ExitSUN LIFE FINANCIAL INC. COMstock$0-20
-100.0%
0.00%
FBCG ExitFIDELITY BLUE CHIP GROWTH ETFetf$0-20
-100.0%
0.00%
SRPT ExitSAREPTA THERAPEUTICS INC COMstock$0-5
-100.0%
0.00%
FRC ExitFIRST REP BK SAN FRANCISCO CAL COMstock$0-32
-100.0%
0.00%
WST ExitWEST PHARMACEUTICAL SVSC INC COMstock$0-3
-100.0%
0.00%
CNDT ExitCONDUENT INC COMstock$0-40
-100.0%
0.00%
OKE ExitONEOK INC NEW COMstock$0-10
-100.0%
0.00%
AMD ExitADVANCED MICRO DEVICES INC COMstock$0-15
-100.0%
0.00%
BIPC ExitBROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock$0-7
-100.0%
0.00%
KEY ExitKEYCORP COMstock$0-88
-100.0%
0.00%
JHI ExitHANCOCK JOHN INVT TR II COMcef$0-50
-100.0%
0.00%
ECL ExitECOLAB INC COMstock$0-6
-100.0%
0.00%
PBI ExitPITNEY BOWES INC COMstock$0-415
-100.0%
0.00%
GSG ExitISHARES S&P GSCI COMMODITY INDEXED TRUSTetf$0-43
-100.0%
0.00%
XRX ExitXEROX HOLDINGS CORP COM NEWstock$0-50
-100.0%
0.00%
CGC ExitCANOPY GROWTH CORP COMstock$0-10
-100.0%
0.00%
ET ExitENERGY TRANSFER L P COM UT LTD PTNstock$0-80
-100.0%
0.00%
MHN ExitBLACKROCK MUNIHLDGS NY QLTY FD COMcef$0-48
-100.0%
0.00%
MQY ExitBLACKROCK MUNIYILD QULT FD INC COMcef$0-46
-100.0%
0.00%
ExitZIMVIE INC COMstock$0-10
-100.0%
0.00%
MUC ExitBLACKROCK MUNIHLDNGS CALI QLTY COMcef$0-108
-100.0%
0.00%
CRBN ExitISHARES MSCI ACWI LOW CARBON TARGET ETFetf$0-10
-100.0%
0.00%
PMF ExitPIMCO MUN INCOME FD COMcef$0-38
-100.0%
0.00%
ExitARCHER AVIATION INC COM CL Astock$0-200
-100.0%
0.00%
UTF ExitCOHEN & STEERS INFRASTRUCTURE COMcef$0-147
-100.0%
-0.00%
WHR ExitWHIRLPOOL CORP COMstock$0-16
-100.0%
-0.00%
TNET ExitTRINET GROUP INC COMstock$0-18
-100.0%
-0.00%
D ExitDOMINION ENERGY INC COMstock$0-100
-100.0%
-0.00%
CE ExitCELANESE CORP DEL COMstock$0-19
-100.0%
-0.00%
GCI ExitGANNETT CO INC COMstock$0-678
-100.0%
-0.00%
BSJN ExitINVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETFetf$0-180
-100.0%
-0.00%
EA ExitELECTRONIC ARTS INC COMstock$0-28
-100.0%
-0.00%
TDIV ExitFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf$0-84
-100.0%
-0.00%
ExitWARNER BROS DISCOVERY INC COM SER Astock$0-273
-100.0%
-0.00%
ATVI ExitACTIVISION BLIZZARD INC COMstock$0-25
-100.0%
-0.00%
ARKX ExitARK SPACE EXPLORATION & INNOVATION ETFetf$0-331
-100.0%
-0.00%
PSX ExitPHILLIPS 66 COMstock$0-20
-100.0%
-0.00%
DG ExitDOLLAR GEN CORP NEW COMstock$0-27
-100.0%
-0.00%
FTS ExitFORTIS INC COMstock$0-91
-100.0%
-0.00%
VTRS ExitVIATRIS INC COMstock$0-305
-100.0%
-0.00%
XLRE ExitREAL ESTATE SELECT SECTOR SPDR FUNDetf$0-96
-100.0%
-0.00%
PMM ExitPUTNAM MANAGED MUN INCOME TR COMcef$0-670
-100.0%
-0.00%
MDLZ ExitMONDELEZ INTL INC CL Astock$0-54
-100.0%
-0.00%
JCI ExitJOHNSON CTLS INTL PLC SHSstock$0-87
-100.0%
-0.00%
VOX ExitVANGUARD COMMUNICATION SERVICES ETFetf$0-39
-100.0%
-0.00%
NCLH ExitNORWEGIAN CRUISE LINE HLDG LTD SHSstock$0-100
-100.0%
-0.00%
NUE ExitNUCOR CORP COMstock$0-27
-100.0%
-0.00%
GDX ExitVANECK GOLD MINERS ETFetf$0-175
-100.0%
-0.00%
LAMR ExitLAMAR ADVERTISING CO NEW CL Areit$0-25
-100.0%
-0.00%
PANW ExitPALO ALTO NETWORKS INC COMstock$0-18
-100.0%
-0.00%
ENB ExitENBRIDGE INC COMstock$0-132
-100.0%
-0.00%
CRSP ExitCRISPR THERAPEUTICS AG NAMEN AKTstock$0-41
-100.0%
-0.00%
IBHE ExitISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETFetf$0-192
-100.0%
-0.00%
AMAT ExitAPPLIED MATLS INC COMstock$0-30
-100.0%
-0.00%
DFS ExitDISCOVER FINL SVCS COMstock$0-54
-100.0%
-0.00%
JETS ExitU.S. GLOBAL JETS ETFetf$0-236
-100.0%
-0.00%
IP ExitINTERNATIONAL PAPER CO COMstock$0-109
-100.0%
-0.00%
OMC ExitOMNICOM GROUP INC COMstock$0-43
-100.0%
-0.00%
MTUM ExitISHARES MSCI USA MOMENTUM FACTOR ETFetf$0-15
-100.0%
-0.00%
MO ExitALTRIA GROUP INC COMstock$0-100
-100.0%
-0.00%
NAD ExitNUVEEN QUALITY MUNCP INCOME FD COMcef$0-419
-100.0%
-0.00%
VKI ExitINVESCO ADVANTAGE MUN INCOME T SH BEN INTcef$0-364
-100.0%
-0.00%
IWO ExitISHARES RUSSELL 2000 GROWTH ETFetf$0-16
-100.0%
-0.00%
IYH ExitISHARES U.S. HEALTHCARE ETFetf$0-11
-100.0%
-0.00%
KLAC ExitKLA CORP COM NEWstock$0-5
-100.0%
-0.00%
ExitANNALY CAPITAL MANAGEMENT INC COM NEWreit$0-250
-100.0%
-0.00%
BIP ExitBROOKFIELD INFRAST PARTNERS LP LP INT UNITstock$0-75
-100.0%
-0.00%
PZC ExitPIMCO CALIF MUN INCOME FD III COMcef$0-343
-100.0%
-0.00%
MYD ExitBLACKROCK MUNIYIELD FD INC COMcef$0-421
-100.0%
-0.00%
QCOM ExitQUALCOMM INC COMstock$0-25
-100.0%
-0.00%
META ExitROUNDHILL BALL METAVERSE ETFetf$0-250
-100.0%
-0.00%
MS ExitMORGAN STANLEY COM NEWstock$0-43
-100.0%
-0.00%
DSM ExitBNY MELLON STRATEGIC MUN BD FD COMcef$0-565
-100.0%
-0.00%
IWN ExitISHARES RUSSELL 2000 VALUE ETFetf$0-28
-100.0%
-0.00%
CIBR ExitFIRST TRUST NASDAQ CYBERSECURITY ETFetf$0-40
-100.0%
-0.00%
EAOR ExitISHARES ESG AWARE GROWTH ALLOCATION ETFetf$0-68
-100.0%
-0.00%
VGM ExitINVESCO TR INVT GRADE MUNS COMcef$0-320
-100.0%
-0.00%
NFG ExitNATIONAL FUEL GAS CO COMstock$0-76
-100.0%
-0.00%
BSJO ExitINVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFetf$0-180
-100.0%
-0.00%
FCX ExitFREEPORT-MCMORAN INC CL Bstock$0-117
-100.0%
-0.00%
VOT ExitVANGUARD MID-CAP GROWTH ETFetf$0-19
-100.0%
-0.00%
SWK ExitSTANLEY BLACK & DECKER INC COMstock$0-43
-100.0%
-0.00%
KRE ExitSPDR S&P REGIONAL BANKING ETFetf$0-76
-100.0%
-0.00%
MQT ExitBLACKROCK MUNIYIELD QUALITY FD COMcef$0-383
-100.0%
-0.00%
LEO ExitBNY MELLON STRATEGIC MUNS INC COMcef$0-557
-100.0%
-0.00%
CTAS ExitCINTAS CORP COMstock$0-7
-100.0%
-0.00%
CMU ExitMFS HIGH YIELD MUN TR SH BEN INTcef$0-844
-100.0%
-0.00%
JPHY ExitJPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETFetf$0-104
-100.0%
-0.00%
FMN ExitFEDERATED HERMES PREM MUNI INM COMcef$0-333
-100.0%
-0.00%
MVT ExitBLACKROCK MUNIVEST FD II INC COMcef$0-319
-100.0%
-0.00%
ExitKYNDRYL HLDGS INC COMMON STOCKstock$0-210
-100.0%
-0.00%
AFB ExitALLIANCEBERNSTEIN NATL MUN INM COMcef$0-345
-100.0%
-0.00%
INTU ExitINTUIT COMstock$0-8
-100.0%
-0.00%
EL ExitLAUDER ESTEE COS INC CL Astock$0-20
-100.0%
-0.00%
STX ExitSEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock$0-30
-100.0%
-0.00%
AEF ExitABRDN EMRG MKTS EQTY INCM FD COMcef$0-771
-100.0%
-0.00%
X ExitUNITED STATES STL CORP NEW COMstock$0-64
-100.0%
-0.00%
ExitSHELL PLC SPON ADSadr$0-54
-100.0%
-0.00%
YETI ExitYETI HLDGS INC COMstock$0-65
-100.0%
-0.00%
F ExitFORD MTR CO DEL COMstock$0-421
-100.0%
-0.00%
VMBS ExitVANGUARD MORTGAGE-BACKED SECURITIES ETFetf$0-150
-100.0%
-0.00%
VBR ExitVANGUARD SMALL CAP VALUE ETFetf$0-40
-100.0%
-0.00%
IEUR ExitISHARES CORE MSCI EUROPE ETFetf$0-125
-100.0%
-0.00%
BX ExitBLACKSTONE INC COMstock$0-66
-100.0%
-0.00%
PGR ExitPROGRESSIVE CORP COMstock$0-47
-100.0%
-0.00%
IWS ExitISHARES RUSSELL MID-CAP VALUE ETFetf$0-50
-100.0%
-0.00%
DEO ExitDIAGEO PLC SPON ADR NEWadr$0-48
-100.0%
-0.00%
MSCI ExitMSCI INC COMstock$0-11
-100.0%
-0.00%
APLE ExitAPPLE HOSPITALITY REIT INC COM NEWreit$0-500
-100.0%
-0.00%
DRI ExitDARDEN RESTAURANTS INC COMstock$0-43
-100.0%
-0.00%
MCHP ExitMICROCHIP TECHNOLOGY INC. COMstock$0-66
-100.0%
-0.00%
COF ExitCAPITAL ONE FINL CORP COMstock$0-51
-100.0%
-0.00%
ZM ExitZOOM VIDEO COMMUNICATIONS INC CL Astock$0-92
-100.0%
-0.00%
RGR ExitSTURM RUGER & CO INC COMstock$0-100
-100.0%
-0.00%
VCR ExitVANGUARD CONSUMER DISCRETIONARY ETFetf$0-23
-100.0%
-0.00%
PNC ExitPNC FINL SVCS GROUP INC COMstock$0-58
-100.0%
-0.00%
SCHE ExitSCHWAB EMERGING MARKETS EQUITY ETFetf$0-285
-100.0%
-0.00%
BA ExitBOEING CO COMstock$0-40
-100.0%
-0.00%
ADM ExitARCHER DANIELS MIDLAND CO COMstock$0-81
-100.0%
-0.00%
DOW ExitDOW INC COMstock$0-116
-100.0%
-0.00%
CLX ExitCLOROX CO DEL COMstock$0-40
-100.0%
-0.00%
STT ExitSTATE STR CORP COMstock$0-112
-100.0%
-0.00%
EXPD ExitEXPEDITORS INTL WASH INC COMstock$0-52
-100.0%
-0.00%
MLHR ExitMILLERKNOLL INC COMstock$0-300
-100.0%
-0.00%
SON ExitSONOCO PRODS CO COMstock$0-100
-100.0%
-0.00%
BFZ ExitBLACKROCK CALIF MUN INCOME TR SH BEN INTcef$0-691
-100.0%
-0.00%
EBAY ExitEBAY INC. COMstock$0-173
-100.0%
-0.00%
VOE ExitVANGUARD MID-CAP VALUE ETFetf$0-60
-100.0%
-0.00%
O ExitREALTY INCOME CORP COMreit$0-128
-100.0%
-0.00%
EW ExitEDWARDS LIFESCIENCES CORP COMstock$0-95
-100.0%
-0.00%
VFH ExitVANGUARD FINANCIALS ETFetf$0-84
-100.0%
-0.00%
CL ExitCOLGATE PALMOLIVE CO COMstock$0-100
-100.0%
-0.00%
PFF ExitISHARES PREFERRED & INCOME SECURITIES ETFetf$0-260
-100.0%
-0.00%
ExitFORTREA HLDGS INC COMMON STOCKstock$0-190
-100.0%
-0.00%
BWX ExitSPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETFetf$0-355
-100.0%
-0.00%
ED ExitCONSOLIDATED EDISON INC COMstock$0-67
-100.0%
-0.00%
EAOM ExitISHARES ESG AWARE MODERATE ALLOCATION ETFetf$0-276
-100.0%
-0.00%
ADI ExitANALOG DEVICES INC COMstock$0-29
-100.0%
-0.00%
FAST ExitFASTENAL CO COMstock$0-93
-100.0%
-0.00%
VDC ExitVANGUARD CONSUMER STAPLES ETFetf$0-29
-100.0%
-0.00%
DTM ExitDT MIDSTREAM INC COMMON STOCKstock$0-107
-100.0%
-0.00%
GLW ExitCORNING INC COMstock$0-195
-100.0%
-0.00%
NVS ExitNOVARTIS AG SPONSORED ADRadr$0-67
-100.0%
-0.00%
FENY ExitFIDELITY MSCI ENERGY INDEX ETFetf$0-209
-100.0%
-0.00%
ExitCONSTELLATION ENERGY CORP COMstock$0-62
-100.0%
-0.00%
SCHO ExitSCHWAB SHORT-TERM US TREASURY ETFetf$0-162
-100.0%
-0.00%
HAS ExitHASBRO INC COMstock$0-105
-100.0%
-0.00%
AMT ExitAMERICAN TOWER CORP NEW COMreit$0-34
-100.0%
-0.00%
ARKQ ExitARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFetf$0-112
-100.0%
-0.00%
PH ExitPARKER-HANNIFIN CORP COMstock$0-17
-100.0%
-0.00%
EXC ExitEXELON CORP COMstock$0-188
-100.0%
-0.00%
ITOT ExitISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf$0-81
-100.0%
-0.00%
CB ExitCHUBB LIMITED COMstock$0-29
-100.0%
-0.00%
ACLS ExitAXCELIS TECHNOLOGIES INC COM NEWstock$0-35
-100.0%
-0.00%
BKNG ExitBOOKING HOLDINGS INC COMstock$0-2
-100.0%
-0.00%
VAW ExitVANGUARD MATERIALS ETFetf$0-40
-100.0%
-0.00%
CXE ExitMFS HIGH INCOME MUN TR SH BEN INTcef$0-2,517
-100.0%
-0.00%
WEC ExitWEC ENERGY GROUP INC COMstock$0-125
-100.0%
-0.00%
TRV ExitTRAVELERS COMPANIES INC COMstock$0-67
-100.0%
-0.00%
LOW ExitLOWES COS INC COMstock$0-40
-100.0%
-0.00%
SCHH ExitSCHWAB U.S. REIT ETFetf$0-555
-100.0%
-0.00%
MVF ExitBLACKROCK MUNIVEST FD INC COMcef$0-1,433
-100.0%
-0.00%
PMO ExitPUTNAM MUN OPPORTUNITIES TR SH BEN INTcef$0-1,191
-100.0%
-0.00%
SDY ExitSPDR S&P DIVIDEND ETFetf$0-72
-100.0%
-0.00%
STZ ExitCONSTELLATION BRANDS INC CL Astock$0-42
-100.0%
-0.00%
IJS ExitISHARES S&P SMALL-CAP 600 VALUE ETFetf$0-120
-100.0%
-0.00%
SCHW ExitSCHWAB CHARLES CORP COMstock$0-150
-100.0%
-0.00%
TEL ExitTE CONNECTIVITY LTD SHSstock$0-83
-100.0%
-0.00%
AVY ExitAVERY DENNISON CORP COMstock$0-57
-100.0%
-0.00%
FXD ExitFIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUNDetf$0-177
-100.0%
-0.00%
VTI ExitVANGUARD TOTAL STOCK MARKET ETFetf$0-38
-100.0%
-0.00%
ORLY ExitOREILLY AUTOMOTIVE INC COMstock$0-12
-100.0%
-0.00%
SCHZ ExitSCHWAB US AGGREGATE BOND ETFetf$0-193
-100.0%
-0.00%
LULU ExitLULULEMON ATHLETICA INC COMstock$0-23
-100.0%
-0.00%
TROW ExitPRICE T ROWE GROUP INC COMstock$0-100
-100.0%
-0.00%
GIGB ExitGOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETFetf$0-225
-100.0%
-0.00%
BSCP ExitINVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf$0-545
-100.0%
-0.00%
GOVT ExitISHARES U.S. TREASURY BOND ETFetf$0-462
-100.0%
-0.00%
FSLR ExitFIRST SOLAR INC COMstock$0-69
-100.0%
-0.00%
XLF ExitFINANCIAL SELECT SECTOR SPDR FUNDetf$0-422
-100.0%
-0.00%
MLPA ExitGLOBAL X MLP ETFetf$0-291
-100.0%
-0.00%
AMP ExitAMERIPRISE FINL INC COMstock$0-40
-100.0%
-0.00%
ExitGE HEALTHCARE TECHNOLOGIES INC COMMON STOCKstock$0-177
-100.0%
-0.00%
BSCO ExitINVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf$0-550
-100.0%
-0.00%
MUI ExitBLACKROCK MUNICIPAL INCOME COMcef$0-1,128
-100.0%
-0.00%
VMO ExitINVESCO MUN OPPORTUNITY TR COMcef$0-1,411
-100.0%
-0.00%
PKG ExitPACKAGING CORP AMER COMstock$0-84
-100.0%
-0.00%
EIM ExitEATON VANCE MUN BD FD COMcef$0-1,525
-100.0%
-0.00%
ITB ExitISHARES U.S. HOME CONSTRUCTION ETFetf$0-143
-100.0%
-0.00%
MMC ExitMARSH & MCLENNAN COS INC COMstock$0-61
-100.0%
-0.00%
ROK ExitROCKWELL AUTOMATION INC COMstock$0-50
-100.0%
-0.00%
VDE ExitVANGUARD ENERGY ETFetf$0-97
-100.0%
-0.00%
BLE ExitBLACKROCK MUNI INCOME TR II COMcef$0-1,264
-100.0%
-0.00%
PYPL ExitPAYPAL HLDGS INC COMstock$0-206
-100.0%
-0.00%
ExitTANGO THERAPEUTICS INC COMstock$0-1,000
-100.0%
-0.00%
USB ExitUS BANCORP DEL COM NEWstock$0-374
-100.0%
-0.00%
NZF ExitNUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INTcef$0-1,369
-100.0%
-0.00%
ZBH ExitZIMMER BIOMET HOLDINGS INC COMstock$0-100
-100.0%
-0.00%
AJG ExitGALLAGHER ARTHUR J & CO COMstock$0-67
-100.0%
-0.01%
VIGI ExitVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf$0-225
-100.0%
-0.01%
KOMP ExitSPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETFetf$0-409
-100.0%
-0.01%
TGT ExitTARGET CORP COMstock$0-132
-100.0%
-0.01%
VYM ExitVANGUARD HIGH DIVIDEND YIELD INDEX ETFetf$0-160
-100.0%
-0.01%
TAN ExitINVESCO SOLAR ETFetf$0-297
-100.0%
-0.01%
NEA ExitNUVEEN AMT FREE QLTY MUN INCME COMcef$0-1,630
-100.0%
-0.01%
FBT ExitFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUNDetf$0-100
-100.0%
-0.01%
WMT ExitWALMART INC COMstock$0-104
-100.0%
-0.01%
MDT ExitMEDTRONIC PLC SHSstock$0-220
-100.0%
-0.01%
SCCO ExitSOUTHERN COPPER CORP COMstock$0-207
-100.0%
-0.01%
FSTA ExitFIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETFetf$0-400
-100.0%
-0.01%
JHMM ExitJOHN HANCOCK MULTIFACTOR MID CAP ETFetf$0-346
-100.0%
-0.01%
DOV ExitDOVER CORP COMstock$0-124
-100.0%
-0.01%
FNCL ExitFIDELITY MSCI FINANCIALS INDEX ETFetf$0-433
-100.0%
-0.01%
UNP ExitUNION PAC CORP COMstock$0-91
-100.0%
-0.01%
VYMI ExitVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf$0-300
-100.0%
-0.01%
QLTA ExitISHARES AAA-A RATED CORPORATE BOND ETFetf$0-450
-100.0%
-0.01%
VEU ExitVANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf$0-391
-100.0%
-0.01%
BR ExitBROADRIDGE FINL SOLUTIONS INC COMstock$0-111
-100.0%
-0.01%
AZN ExitASTRAZENECA PLC SPONSORED ADRadr$0-264
-100.0%
-0.01%
AIEQ ExitAI POWERED EQUITY ETFetf$0-684
-100.0%
-0.01%
SPHD ExitINVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf$0-451
-100.0%
-0.01%
MET ExitMETLIFE INC COMstock$0-300
-100.0%
-0.01%
SNA ExitSNAP ON INC COMstock$0-76
-100.0%
-0.01%
BLDR ExitBUILDERS FIRSTSOURCE INC COMstock$0-155
-100.0%
-0.01%
MCK ExitMCKESSON CORP COMstock$0-41
-100.0%
-0.01%
EFV ExitISHARES MSCI EAFE VALUE ETFetf$0-413
-100.0%
-0.01%
VIS ExitVANGUARD INDUSTRIALS ETFetf$0-108
-100.0%
-0.01%
ICE ExitINTERCONTINENTAL EXCHANGE INC COMstock$0-215
-100.0%
-0.01%
BAX ExitBAXTER INTL INC COMstock$0-622
-100.0%
-0.01%
BC ExitBRUNSWICK CORP COMstock$0-267
-100.0%
-0.01%
DUK ExitDUKE ENERGY CORP NEW COM NEWstock$0-262
-100.0%
-0.01%
TXN ExitTEXAS INSTRS INC COMstock$0-135
-100.0%
-0.01%
IWP ExitISHARES RUSSELL MID-CAP GROWTH ETFetf$0-248
-100.0%
-0.01%
LIT ExitGLOBAL X LITHIUM & BATTERY TECH ETFetf$0-418
-100.0%
-0.01%
SCHA ExitSCHWAB U.S. SMALL-CAP ETFetf$0-542
-100.0%
-0.01%
BGRN ExitISHARES TRUST ISHARES USD GREEN BOND ETFetf$0-504
-100.0%
-0.01%
CSX ExitCSX CORP COMstock$0-681
-100.0%
-0.01%
DTE ExitDTE ENERGY CO COMstock$0-214
-100.0%
-0.01%
COMT ExitISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETFetf$0-810
-100.0%
-0.01%
IDV ExitISHARES INTERNATIONAL SELECT DIVIDEND ETFetf$0-1,035
-100.0%
-0.01%
SCHX ExitSCHWAB U.S. LARGE-CAP ETFetf$0-498
-100.0%
-0.01%
TSN ExitTYSON FOODS INC CL Astock$0-534
-100.0%
-0.01%
HPQ ExitHP INC COMstock$0-955
-100.0%
-0.01%
PDCO ExitPATTERSON COS INC COMstock$0-824
-100.0%
-0.01%
AOM ExitISHARES CORE MODERATE ALLOCATION ETFetf$0-625
-100.0%
-0.01%
NFLX ExitNETFLIX INC COMstock$0-70
-100.0%
-0.01%
GRID ExitFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEXetf$0-288
-100.0%
-0.01%
SDG ExitISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETFetf$0-326
-100.0%
-0.01%
GIS ExitGENERAL MLS INC COMstock$0-400
-100.0%
-0.01%
LHX ExitL3HARRIS TECHNOLOGIES INC COMstock$0-155
-100.0%
-0.01%
MTB ExitM & T BK CORP COMstock$0-195
-100.0%
-0.01%
TLK ExitP T TELEKOMUNIKASI INDONESIA SPONSORED ADRadr$0-1,080
-100.0%
-0.01%
VTV ExitVANGUARD VALUE ETFetf$0-175
-100.0%
-0.01%
XLP ExitCONSUMER STAPLES SELECT SECTOR SPDR FUNDetf$0-415
-100.0%
-0.01%
IWR ExitISHARES RUSSELL MIDCAP ETFetf$0-406
-100.0%
-0.01%
ADBE ExitADOBE INC COMstock$0-59
-100.0%
-0.01%
LECO ExitLINCOLN ELEC HLDGS INC COMstock$0-166
-100.0%
-0.01%
IRBO ExitISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETFetf$0-927
-100.0%
-0.01%
BAC ExitBANK AMERICA CORP COMstock$0-1,059
-100.0%
-0.01%
ExitRIVIAN AUTOMOTIVE INC COM CL Astock$0-1,200
-100.0%
-0.01%
AOK ExitISHARES CORE CONSERVATIVE ALLOCATION ETFetf$0-869
-100.0%
-0.01%
SCHV ExitSCHWAB U.S. LARGE-CAP VALUE ETFetf$0-445
-100.0%
-0.01%
VCIT ExitVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf$0-397
-100.0%
-0.01%
SYY ExitSYSCO CORP COMstock$0-414
-100.0%
-0.01%
IDRV ExitISHARES SELF-DRIVING EV & TECH ETFetf$0-857
-100.0%
-0.01%
SCHG ExitSCHWAB U.S. LARGE-CAP GROWTH ETFetf$0-460
-100.0%
-0.01%
TGNA ExitTEGNA INC COMstock$0-2,250
-100.0%
-0.01%
IXUS ExitISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf$0-510
-100.0%
-0.01%
DHI ExitD R HORTON INC COMstock$0-303
-100.0%
-0.01%
ETN ExitEATON CORP PLC SHSstock$0-150
-100.0%
-0.01%
A ExitAGILENT TECHNOLOGIES INC COMstock$0-300
-100.0%
-0.01%
BHB ExitBAR HBR BANKSHARES COMstock$0-1,328
-100.0%
-0.01%
SBUX ExitSTARBUCKS CORP COMstock$0-333
-100.0%
-0.01%
EAOA ExitISHARES ESG AWARE AGGRESSIVE ALLOCATION ETFetf$0-1,080
-100.0%
-0.01%
QCLN ExitFIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUNDetf$0-754
-100.0%
-0.01%
NKE ExitNIKE INC CL Bstock$0-321
-100.0%
-0.01%
DFAT ExitDIMENSIONAL U.S. TARGETED VALUE ETFetf$0-675
-100.0%
-0.01%
SCHM ExitSCHWAB U.S. MID-CAP ETFetf$0-522
-100.0%
-0.01%
AME ExitAMETEK INC COMstock$0-247
-100.0%
-0.01%
AZO ExitAUTOZONE INC COMstock$0-15
-100.0%
-0.01%
COP ExitCONOCOPHILLIPS COMstock$0-333
-100.0%
-0.01%
BMY ExitBRISTOL-MYERS SQUIBB CO COMstock$0-646
-100.0%
-0.01%
MFEM ExitPIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETFetf$0-2,199
-100.0%
-0.01%
TD ExitTORONTO DOMINION BK ONT COM NEWstock$0-644
-100.0%
-0.01%
VUG ExitVANGUARD GROWTH ETFetf$0-138
-100.0%
-0.01%
MA ExitMASTERCARD INCORPORATED CL Astock$0-95
-100.0%
-0.01%
LH ExitLABORATORY CORP AMER HLDGS COM NEWstock$0-190
-100.0%
-0.01%
MPC ExitMARATHON PETE CORP COMstock$0-285
-100.0%
-0.01%
T ExitAT&T INC COMstock$0-2,833
-100.0%
-0.01%
NEE ExitNEXTERA ENERGY INC COMstock$0-736
-100.0%
-0.01%
BDX ExitBECTON DICKINSON & CO COMstock$0-156
-100.0%
-0.01%
CAT ExitCATERPILLAR INC COMstock$0-155
-100.0%
-0.01%
SLV ExitISHARES SILVER TRUSTetf$0-1,974
-100.0%
-0.01%
OSW ExitONESPAWORLD HOLDINGS LIMITED COMstock$0-4,107
-100.0%
-0.01%
NOBL ExitPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf$0-500
-100.0%
-0.01%
SUB ExitISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf$0-450
-100.0%
-0.01%
MMM Exit3M CO COMstock$0-511
-100.0%
-0.02%
HAL ExitHALLIBURTON CO COMstock$0-1,205
-100.0%
-0.02%
FDX ExitFEDEX CORP COMstock$0-180
-100.0%
-0.02%
IBDP ExitISHARES IBONDS DEC 2024 TERM CORPORATE ETFetf$0-2,055
-100.0%
-0.02%
KMI ExitKINDER MORGAN INC DEL COMstock$0-3,028
-100.0%
-0.02%
IDXX ExitIDEXX LABS INC COMstock$0-120
-100.0%
-0.02%
APD ExitAIR PRODS & CHEMS INC COMstock$0-177
-100.0%
-0.02%
SYK ExitSTRYKER CORPORATION COMstock$0-185
-100.0%
-0.02%
ANTM ExitELEVANCE HEALTH INC COMstock$0-115
-100.0%
-0.02%
DIS ExitDISNEY WALT CO COMstock$0-644
-100.0%
-0.02%
MAR ExitMARRIOTT INTL INC NEW CL Astock$0-267
-100.0%
-0.02%
OTIS ExitOTIS WORLDWIDE CORP COMstock$0-625
-100.0%
-0.02%
BLK ExitBLACKROCK INC COMstock$0-77
-100.0%
-0.02%
DAL ExitDELTA AIR LINES INC DEL COM NEWstock$0-1,500
-100.0%
-0.02%
DHR ExitDANAHER CORPORATION COMstock$0-224
-100.0%
-0.02%
XLK ExitTECHNOLOGY SELECT SECTOR SPDR FUNDetf$0-332
-100.0%
-0.02%
KRBN ExitKRANESHARES GLOBAL CARBON STRATEGY ETFetf$0-1,529
-100.0%
-0.02%
IWF ExitISHARES RUSSELL 1000 GROWTH ETFetf$0-203
-100.0%
-0.02%
CDW ExitCDW CORP COMstock$0-291
-100.0%
-0.02%
CNI ExitCANADIAN NATL RY CO COMstock$0-532
-100.0%
-0.02%
AGM ExitFEDERAL AGRIC MTG CORP CL Cstock$0-364
-100.0%
-0.02%
AON ExitAON PLC SHS CL Astock$0-176
-100.0%
-0.02%
MRK ExitMERCK & CO INC COMstock$0-572
-100.0%
-0.02%
WFC ExitWELLS FARGO CO NEW COMstock$0-1,405
-100.0%
-0.02%
ZTR ExitVIRTUS TOTAL RETURN FD INC COMcef$0-11,900
-100.0%
-0.02%
TSCO ExitTRACTOR SUPPLY CO COMstock$0-277
-100.0%
-0.02%
IAU ExitISHARES GOLD TRUSTetf$0-1,642
-100.0%
-0.02%
ICLN ExitISHARES GLOBAL CLEAN ENERGY ETFetf$0-4,071
-100.0%
-0.02%
NVG ExitNUVEEN AMT FREE MUN CR INC FD COMcef$0-5,799
-100.0%
-0.02%
RFI ExitCOHEN & STEERS TOTAL RETURN RL COMcef$0-5,850
-100.0%
-0.02%
ExitGENERAL ELECTRIC CO COM NEWstock$0-536
-100.0%
-0.02%
KMB ExitKIMBERLY-CLARK CORP COMstock$0-503
-100.0%
-0.02%
ZTS ExitZOETIS INC CL Astock$0-341
-100.0%
-0.02%
SPGI ExitS&P GLOBAL INC COMstock$0-169
-100.0%
-0.02%
MACK ExitMERRIMACK PHARMACEUTICALS INC COM NEWstock$0-5,000
-100.0%
-0.02%
GILD ExitGILEAD SCIENCES INC COMstock$0-858
-100.0%
-0.02%
KR ExitKROGER CO COMstock$0-1,398
-100.0%
-0.02%
IBDO ExitISHARES IBONDS DEC 2023 TERM CORPORATE ETFetf$0-2,482
-100.0%
-0.02%
ABT ExitABBOTT LABS COMstock$0-661
-100.0%
-0.02%
IHAK ExitISHARES CYBERSECURITY & TECH ETFetf$0-1,685
-100.0%
-0.02%
VHT ExitVANGUARD HEALTH CARE ETFetf$0-275
-100.0%
-0.02%
IYC ExitISHARES U.S. CONSUMER DISCRETIONARY ETFetf$0-1,000
-100.0%
-0.02%
HDV ExitISHARES CORE HIGH DIVIDEND ETFetf$0-668
-100.0%
-0.02%
EFG ExitISHARES MSCI EAFE GROWTH ETFetf$0-769
-100.0%
-0.02%
IBDQ ExitISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf$0-2,728
-100.0%
-0.02%
SKYY ExitFIRST TRUST CLOUD COMPUTING ETFetf$0-964
-100.0%
-0.02%
ORCL ExitORACLE CORP COMstock$0-701
-100.0%
-0.02%
DE ExitDEERE & CO COMstock$0-195
-100.0%
-0.02%
CARR ExitCARRIER GLOBAL CORPORATION COMstock$0-1,452
-100.0%
-0.02%
PAYX ExitPAYCHEX INC COMstock$0-707
-100.0%
-0.02%
LQDH ExitISHARES INTEREST RATE HEDGED CORPORATE BOND ETFetf$0-870
-100.0%
-0.02%
ACN ExitACCENTURE PLC IRELAND SHS CLASS Astock$0-284
-100.0%
-0.03%
AA ExitALCOA CORP COMstock$0-3,000
-100.0%
-0.03%
IBB ExitISHARES BIOTECHNOLOGY ETFetf$0-695
-100.0%
-0.03%
CMCSA ExitCOMCAST CORP NEW CL Astock$0-1,929
-100.0%
-0.03%
ITA ExitISHARES U.S. AEROSPACE & DEFENSE ETFetf$0-812
-100.0%
-0.03%
MDY ExitSPDR S&P MIDCAP 400 ETF TRUSTetf$0-198
-100.0%
-0.03%
VNQ ExitVANGUARD REAL ESTATE ETFetf$0-1,169
-100.0%
-0.03%
VUSB ExitVANGUARD ULTRA-SHORT BOND ETFetf$0-1,790
-100.0%
-0.03%
IEMG ExitISHARES CORE MSCI EMERGING MARKETS ETFetf$0-1,985
-100.0%
-0.03%
SPYG ExitSPDR PORTFOLIO S&P 500 GROWTH ETFetf$0-1,600
-100.0%
-0.03%
CRM ExitSALESFORCE INC COMstock$0-467
-100.0%
-0.03%
IVE ExitISHARES S&P 500 VALUE ETFetf$0-638
-100.0%
-0.03%
EEM ExitISHARES MSCI EMERGING MARKETS ETFetf$0-2,610
-100.0%
-0.03%
WM ExitWASTE MGMT INC DEL COMstock$0-680
-100.0%
-0.03%
ITW ExitILLINOIS TOOL WKS INC COMstock$0-439
-100.0%
-0.03%
AVGO ExitBROADCOM INC COMstock$0-128
-100.0%
-0.03%
CVS ExitCVS HEALTH CORP COMstock$0-1,525
-100.0%
-0.03%
TJX ExitTJX COS INC NEW COMstock$0-1,258
-100.0%
-0.04%
XT ExitISHARES EXPONENTIAL TECHNOLOGIES ETFetf$0-2,230
-100.0%
-0.04%
CWST ExitCASELLA WASTE SYS INC CL Astock$0-1,500
-100.0%
-0.04%
EMR ExitEMERSON ELEC CO COMstock$0-1,229
-100.0%
-0.04%
FREL ExitFIDELITY MSCI REAL ESTATE INDEX ETFetf$0-5,150
-100.0%
-0.04%
DNP ExitDNP SELECT INCOME FD INC COMcef$0-12,765
-100.0%
-0.04%
AXP ExitAMERICAN EXPRESS CO COMstock$0-809
-100.0%
-0.04%
HON ExitHONEYWELL INTL INC COMstock$0-653
-100.0%
-0.04%
CATC ExitCAMBRIDGE BANCORP COMstock$0-2,000
-100.0%
-0.04%
EEMV ExitISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf$0-2,399
-100.0%
-0.04%
CVX ExitCHEVRON CORP NEW COMstock$0-753
-100.0%
-0.04%
GD ExitGENERAL DYNAMICS CORP COMstock$0-600
-100.0%
-0.04%
ABBV ExitABBVIE INC COMstock$0-923
-100.0%
-0.04%
RVT ExitROYCE VALUE TR INC COMcef$0-10,717
-100.0%
-0.04%
CNRG ExitSPDR S&P KENSHO CLEAN POWER ETFetf$0-2,153
-100.0%
-0.04%
JAAA ExitJANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETFetf$0-2,958
-100.0%
-0.05%
TIP ExitISHARES TIPS BOND ETFetf$0-1,468
-100.0%
-0.05%
AOA ExitISHARES CORE AGGRESSIVE ALLOCATION ETFetf$0-2,430
-100.0%
-0.05%
CSCO ExitCISCO SYS INC COMstock$0-2,910
-100.0%
-0.05%
XOM ExitEXXON MOBIL CORP COMstock$0-1,348
-100.0%
-0.05%
LMT ExitLOCKHEED MARTIN CORP COMstock$0-400
-100.0%
-0.05%
XAR ExitSPDR S&P AEROSPACE & DEFENSE ETFetf$0-1,502
-100.0%
-0.05%
KO ExitCOCA COLA CO COMstock$0-3,166
-100.0%
-0.06%
INTC ExitINTEL CORP COMstock$0-4,945
-100.0%
-0.06%
IEFA ExitISHARES CORE MSCI EAFE ETFetf$0-2,843
-100.0%
-0.06%
ESGV ExitVANGUARD ESG U.S. STOCK ETFetf$0-2,472
-100.0%
-0.06%
CI ExitTHE CIGNA GROUP COMstock$0-648
-100.0%
-0.06%
NUV ExitNUVEEN MUN VALUE FD INC COMcef$0-22,706
-100.0%
-0.06%
SPY ExitSPDR S&P 500 ETF TRUSTetf$0-456
-100.0%
-0.06%
IJJ ExitISHARES S&P MID-CAP 400 VALUE ETFetf$0-2,031
-100.0%
-0.06%
IBTG ExitISHARES IBONDS DEC 2026 TERM TREASURY ETFetf$0-9,053
-100.0%
-0.06%
HUM ExitHUMANA INC COMstock$0-430
-100.0%
-0.06%
ExitJPMORGAN INCOME ETFetf$0-4,780
-100.0%
-0.07%
RTX ExitRTX CORPORATION COMstock$0-2,986
-100.0%
-0.07%
MCD ExitMCDONALDS CORP COMstock$0-843
-100.0%
-0.07%
VGT ExitVANGUARD INFORMATION TECHNOLOGY ETFetf$0-530
-100.0%
-0.07%
ACWX ExitISHARES MSCI ACWI EX U.S. ETFetf$0-4,760
-100.0%
-0.07%
FTEC ExitFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf$0-1,878
-100.0%
-0.07%
PG ExitPROCTER AND GAMBLE CO COMstock$0-1,595
-100.0%
-0.07%
BOND ExitPIMCO ACTIVE BOND ETFetf$0-2,701
-100.0%
-0.07%
BIIB ExitBIOGEN INC COMstock$0-925
-100.0%
-0.07%
NVDA ExitNVIDIA CORPORATION COMstock$0-548
-100.0%
-0.08%
FB ExitMETA PLATFORMS INC CL Astock$0-811
-100.0%
-0.08%
IBM ExitINTERNATIONAL BUSINESS MACHS COMstock$0-1,772
-100.0%
-0.08%
ACWV ExitISHARES MSCI GLOBAL MIN VOL FACTOR ETFetf$0-2,695
-100.0%
-0.08%
VWO ExitVANGUARD FTSE EMERGING MARKETS ETFetf$0-6,672
-100.0%
-0.08%
LRCX ExitLAM RESEARCH CORP COMstock$0-419
-100.0%
-0.08%
VB ExitVANGUARD SMALL-CAP ETFetf$0-1,425
-100.0%
-0.08%
SHYG ExitISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf$0-6,657
-100.0%
-0.08%
GWW ExitGRAINGER W W INC COMstock$0-400
-100.0%
-0.09%
STIP ExitISHARES 0-5 YEAR TIPS BOND ETFetf$0-2,911
-100.0%
-0.09%
V ExitVISA INC COM CL Astock$0-1,252
-100.0%
-0.09%
HD ExitHOME DEPOT INC COMstock$0-1,007
-100.0%
-0.10%
IBTF ExitISHARES IBONDS DEC 2025 TERM TREASURY ETFetf$0-13,318
-100.0%
-0.10%
JNJ ExitJOHNSON & JOHNSON COMstock$0-1,966
-100.0%
-0.10%
AOR ExitISHARES CORE GROWTH ALLOCATION ETFetf$0-6,329
-100.0%
-0.10%
IBTE ExitISHARES IBONDS DEC 2024 TERM TREASURY ETFetf$0-13,730
-100.0%
-0.10%
TSLA ExitTESLA INC COMstock$0-1,361
-100.0%
-0.11%
GOOG ExitALPHABET INC CAP STK CL Cstock$0-2,670
-100.0%
-0.11%
JPM ExitJPMORGAN CHASE & CO COMstock$0-2,473
-100.0%
-0.11%
PEP ExitPEPSICO INC COMstock$0-2,183
-100.0%
-0.12%
ADP ExitAUTOMATIC DATA PROCESSING INC COMstock$0-1,599
-100.0%
-0.12%
GSIE ExitGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFetf$0-13,347
-100.0%
-0.12%
PRFZ ExitINVESCO FTSE RAFI US 1500 SMALL-MID ETFetf$0-12,275
-100.0%
-0.13%
VTEB ExitVANGUARD TAX-EXEMPT BOND ETFetf$0-8,705
-100.0%
-0.13%
ESGU ExitISHARES ESG AWARE MSCI USA ETFetf$0-4,596
-100.0%
-0.14%
UNH ExitUNITEDHEALTH GROUP INC COMstock$0-858
-100.0%
-0.14%
EFA ExitISHARES MSCI EAFE ETFetf$0-6,382
-100.0%
-0.14%
IDEV ExitISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFetf$0-7,522
-100.0%
-0.14%
UPS ExitUNITED PARCEL SERVICE INC CL Bstock$0-2,828
-100.0%
-0.14%
SRLN ExitSPDR BLACKSTONE SENIOR LOAN ETFetf$0-10,571
-100.0%
-0.14%
VO ExitVANGUARD MID-CAP ETFetf$0-2,196
-100.0%
-0.14%
LLY ExitELI LILLY & CO COMstock$0-869
-100.0%
-0.15%
IVW ExitISHARES S&P 500 GROWTH ETFetf$0-7,006
-100.0%
-0.15%
XJH ExitISHARES ESG SCREENED S&P MID-CAP ETFetf$0-14,738
-100.0%
-0.16%
IBTD ExitISHARES IBONDS DEC 2023 TERM TREASURY ETFetf$0-20,245
-100.0%
-0.16%
IFRA ExitISHARES U.S. INFRASTRUCTURE ETFetf$0-13,826
-100.0%
-0.16%
TMO ExitTHERMO FISHER SCIENTIFIC INC COMstock$0-1,055
-100.0%
-0.17%
ESGE ExitISHARES ESG AWARE MSCI EM ETFetf$0-17,779
-100.0%
-0.17%
HWM ExitHOWMET AEROSPACE INC COMstock$0-11,662
-100.0%
-0.17%
IWM ExitISHARES RUSSELL 2000 ETFetf$0-3,061
-100.0%
-0.17%
GOOGL ExitALPHABET INC CAP STK CL Astock$0-4,320
-100.0%
-0.18%
COST ExitCOSTCO WHSL CORP NEW COMstock$0-1,060
-100.0%
-0.19%
PFE ExitPFIZER INC COMstock$0-20,235
-100.0%
-0.21%
GSST ExitGOLDMAN SACHS ACCESS ULTRA SHORT BOND ETFetf$0-15,236
-100.0%
-0.24%
QUAL ExitISHARES MSCI USA QUALITY FACTOR ETFetf$0-6,043
-100.0%
-0.25%
PZA ExitINVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETFetf$0-37,058
-100.0%
-0.26%
AMZN ExitAMAZON COM INC COMstock$0-6,593
-100.0%
-0.26%
BRKB ExitBERKSHIRE HATHAWAY INC DEL CL B NEWstock$0-2,487
-100.0%
-0.27%
IHI ExitISHARES U.S. MEDICAL DEVICES ETFetf$0-18,118
-100.0%
-0.28%
VCSH ExitVANGUARD SHORT-TERM CORPORATE BOND ETFetf$0-11,964
-100.0%
-0.28%
IWD ExitISHARES RUSSELL 1000 VALUE ETFetf$0-6,221
-100.0%
-0.30%
FUTY ExitFIDELITY MSCI UTILITIES INDEX ETFetf$0-26,977
-100.0%
-0.32%
AMGN ExitAMGEN INC COMstock$0-4,093
-100.0%
-0.34%
EMNT ExitPIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUNDetf$0-11,425
-100.0%
-0.35%
DGRO ExitISHARES CORE DIVIDEND GROWTH ETFetf$0-23,177
-100.0%
-0.36%
IUSV ExitISHARES CORE S&P US VALUE ETFetf$0-17,429
-100.0%
-0.41%
NULG ExitNUVEEN ESG LARGE-CAP GROWTH ETFetf$0-22,839
-100.0%
-0.43%
VZ ExitVERIZON COMMUNICATIONS INC COMstock$0-43,877
-100.0%
-0.44%
ESML ExitISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf$0-47,045
-100.0%
-0.50%
EFAV ExitISHARES MSCI EAFE MIN VOL FACTOR ETFetf$0-24,422
-100.0%
-0.50%
NULV ExitNUVEEN ESG LARGE-CAP VALUE ETFetf$0-49,638
-100.0%
-0.52%
SUSB ExitISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf$0-71,889
-100.0%
-0.53%
QQQ ExitINVESCO QQQ TRUST SERIES Ietf$0-4,776
-100.0%
-0.54%
ICSH ExitBLACKROCK ULTRA SHORT-TERM BOND ETFetf$0-34,810
-100.0%
-0.55%
VOO ExitVANGUARD S&P 500 ETFetf$0-4,600
-100.0%
-0.56%
FIW ExitFIRST TRUST WATER ETFetf$0-25,982
-100.0%
-0.67%
FDRR ExitFIDELITY DIVIDEND ETF FOR RISING RATESetf$0-58,793
-100.0%
-0.73%
MSFT ExitMICROSOFT CORP COMstock$0-7,512
-100.0%
-0.74%
JEPI ExitJPMORGAN EQUITY PREMIUM INCOME ETFetf$0-46,525
-100.0%
-0.78%
VIG ExitVANGUARD DIVIDEND APPRECIATION ETFetf$0-16,884
-100.0%
-0.82%
IGSB ExitISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf$0-59,057
-100.0%
-0.92%
FHLC ExitFIDELITY MSCI HEALTH CARE INDEX ETFetf$0-50,001
-100.0%
-0.95%
ESGD ExitISHARES ESG AWARE MSCI EAFE ETFetf$0-48,512
-100.0%
-1.05%
SPEM ExitSPDR PORTFOLIO EMERGING MARKETS ETFetf$0-101,832
-100.0%
-1.07%
EAGG ExitISHARES ESG AWARE US AGGREGATE BOND ETFetf$0-102,837
-100.0%
-1.46%
DVY ExitISHARES SELECT DIVIDEND ETFetf$0-44,691
-100.0%
-1.50%
USMV ExitISHARES MSCI USA MIN VOL FACTOR ETFetf$0-67,563
-100.0%
-1.53%
AAPL ExitAPPLE INC COMstock$0-29,654
-100.0%
-1.59%
IJR ExitISHARES CORE S&P SMALL CAP ETFetf$0-56,374
-100.0%
-1.66%
IJH ExitISHARES CORE S&P MID-CAP ETFetf$0-26,146
-100.0%
-2.04%
SPSB ExitSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf$0-249,172
-100.0%
-2.28%
DSI ExitISHARES MSCI KLD 400 SOCIAL ETFetf$0-97,501
-100.0%
-2.48%
FDVV ExitFIDELITY HIGH DIVIDEND ETFetf$0-214,606
-100.0%
-2.59%
FBND ExitFIDELITY TOTAL BOND ETFetf$0-360,244
-100.0%
-4.91%
SHV ExitISHARES SHORT TREASURY BOND ETFetf$0-148,262
-100.0%
-5.12%
IUSG ExitISHARES CORE S&P U.S. GROWTH ETFetf$0-200,452
-100.0%
-5.94%
VEA ExitVANGUARD FTSE DEVELOPED MARKETS ETFetf$0-565,070
-100.0%
-7.72%
JPST ExitJPMORGAN ULTRA-SHORT INCOME ETFetf$0-518,358
-100.0%
-8.13%
AGG ExitISHARES CORE U.S. AGGREGATE BOND ETFetf$0-306,916
-100.0%
-9.02%
IVV ExitISHARES CORE S&P 500 ETFetf$0-117,122
-100.0%
-15.72%
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES CORE S&P U.S. GROWTH ETF24Q3 202311.4%
ISHARES MSCI USA MIN VOL FACTOR ETF24Q3 202318.2%
ISHARES CORE S&P 500 ETF24Q3 202315.8%
ISHARES CORE U.S. AGGREGATE BOND ETF24Q3 20239.0%
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF24Q3 20237.4%
ISHARES MSCI EAFE MIN VOL FACTOR ETF24Q3 20238.5%
ISHARES SHORT-TERM CORPORATE BOND ETF24Q3 20236.4%
ISHARES S&P MIDCAP FUND24Q3 20233.3%
ISHARES S&P SMALL-CAP FUND24Q3 20233.9%
APPLE INC COM24Q3 20232.4%

View Mascoma Wealth Management LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-02
13F-HR2024-01-24
13F-HR2023-10-13
13F-HR2023-08-09
13F-HR2023-05-01
13F-HR/A2023-01-24
13F-HR2023-01-20
13F-HR2022-10-18
13F-HR2022-07-14
13F-HR2022-04-25

View Mascoma Wealth Management LLC's complete filings history.

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