HoldingsChannel.com
Mascoma Wealth Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 448,574 +10,482 $27,691
     USMV448,574+10,482$27,691
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 298,906 +21,992 $15,062
     JPST298,906+21,992$15,062
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 112,968 +8,179 $12,579
     AGG112,968+8,179$12,579
ISHARES CORE S&P U.S. GROWTH ETF (IUSG) 190,483 -29,884 $11,939
     IUSG190,483-29,884$11,939
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB) 279,627 -16,039 $8,607
     SPSB279,627-16,039$8,607
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 107,017 +5,847 $7,774
     EFAV107,017+5,847$7,774
FIDELITY MSCI REAL ESTATE INDEX ETF (FREL) 167,768 +13,939 $4,392
     FREL167,768+13,939$4,392
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 77,201 +27,658 $3,971
     IEMG77,201+27,658$3,971
ISHARES S&P MIDCAP FUND (IJH) 19,907 +175 $3,867
     IJH19,907+175$3,867
ISHARES S&P SMALL CAP FUND (IJR) 43,740 +633 $3,424
     IJR43,740+633$3,424
ISHARES LIQUIDITY INCOME ETF (ICSH) 65,457 +57,178 $3,298
     ICSH65,457+57,178$3,298
VERIZON COMMUNICATIONS INC COM 51,117 +1,011 $2,920
     VZ51,117+1,011$2,920
AT&T INC COM 61,017 +1,928 $2,045
     T61,017+1,928$2,045
APPLE INC COM 9,249 -226 $1,831
     AAPL9,249-226$1,831
ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) 52,434 +3,029 $1,611
     IDV52,434+3,029$1,611
ISHARES CORE S&P 500 ETF (IVV) 5,386 -680 $1,588
     IVV5,386-680$1,588
ISHARES CORE DIVIDEND GROWTH ETF (DGRO) 39,043 +30,398 $1,491
     DGRO39,043+30,398$1,491
INTEL CORP COM 30,134 +4,376 $1,443
     INTC30,134+4,376$1,443
ISHARES SELECT DIVIDEND ETF (DVY) 13,115 +3,754 $1,306
     DVY13,115+3,754$1,306
DNP SELECT INCOME FD COM 95,561 +2,030 $1,130
     DNP95,561+2,030$1,130
UNITED PARCEL SERVICE INC CL B 10,878 +404 $1,123
     UPS10,878+404$1,123
ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH) 11,733 -2 $1,103
     LQDH11,733-2$1,103
HOME DEPOT INC COM 5,264 +353 $1,095
     HD5,264+353$1,095
UNITED TECHNOLOGIES CORP COM 8,330 +350 $1,085
     UTX8,330+350$1,085
DISNEY WALT CO COM DISNEY 7,736 +200 $1,080
     DIS7,736+200$1,080
GOLDMAN SACHS ACCESS TREASURY 0 1 YEAR ETF (GBIL) 10,000 +10,000 $1,004
     GBIL10,000+10,000$1,004
BOEING CO COM 2,696 UNCH $981
     BA2,696UNCH$981
FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS) 19,873 +19,873 $956
     HYLS19,873+19,873$956
JOHNSON & JOHNSON COM 6,685 UNCH $931
     JNJ6,685UNCH$931
ISHARES RUSSELL 1000 VALUE ETF (IWD) 6,990 +6,865 $889
     IWD6,990+6,865$889
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 7,536 -2,794 $868
     VIG7,536-2,794$868
ISHARES MBS ETF (MBB) 7,387 +7,290 $795
     MBB7,387+7,290$795
ISHARES U.S. MEDICAL DEVICES ETF (IHI) 3,209 -159 $772
     IHI3,209-159$772
US BANCORP DEL COM NEW 14,640 +3,638 $767
     USB14,640+3,638$767
TJX COS INC NEW COM 13,945 +2,202 $737
     TJX13,945+2,202$737
BERKSHIRE HATHAWAY INC DEL CL B NEW      $681
     BRK.B3,194UNCH$681
AMGEN INC COM 3,689 +250 $680
     AMGN3,689+250$680
NORTHWEST BANCSHARES INC MD COM (NWBI) 37,455 +13,700 $660
     NWBI37,455+13,700$660
INVESCO QQQ TRUST 3,493 +370 $652
     QQQ3,493+370$652
MICROSOFT CORP COM 4,710 -10 $631
     MSFT4,710-10$631
INVESCO NATIONAL AMT FREE MUNICIPAL BOND ETF (PZA) 23,101 +8,301 $604
     PZA23,101+8,301$604
PROCTER AND GAMBLE CO COM 5,130 -4,893 $563
     PG5,130-4,893$563
UNION PACIFIC CORP COM 3,230 +350 $546
     UNP3,230+350$546
ISHARES EDGE MSCI USA QUALITY FACTOR ETF (QUAL) 5,533 +5,533 $506
     QUAL5,533+5,533$506
ISHARES EDGE MSCI MULTIFACTOR INTL ETF (INTF) 18,508 -1,695 $486
     INTF18,508-1,695$486
COCA COLA CO COM 9,201 +11 $469
     KO9,201+11$469
SPDR S&P 500 ETF (SPY) 1,535 UNCH $450
     SPY1,535UNCH$450
ABBVIE INC COM 5,900 -747 $429
     ABBV5,900-747$429
ISHARES MSCI KLD 400 SOCIAL ETF (DSI) 3,916 +352 $428
     DSI3,916+352$428
EXXON MOBIL CORP COM 5,545 +63 $425
     XOM5,545+63$425

See Full List: All Stocks Held By Mascoma Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Mascoma Wealth Management LLC

Size ($ in 1000's)
At 06/30/2019: $159,715
At 03/31/2019: $149,048

Mascoma Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mascoma Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Mascoma Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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