HoldingsChannel.com
Mascoma Wealth Management LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 438,092 +40,737 $25,760
     USMV438,092+40,737$25,760
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 276,914 +57,927 $13,929
     JPST276,914+57,927$13,929
ISHARES CORE S&P U.S. GROWTH ETF (IUSG) 220,367 -10,054 $13,293
     IUSG220,367-10,054$13,293
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 104,789 +25,030 $11,429
     AGG104,789+25,030$11,429
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB) 295,666 -23,970 $9,033
     SPSB295,666-23,970$9,033
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 101,170 +9,129 $7,284
     EFAV101,170+9,129$7,284
FIDELITY MSCI REAL ESTATE INDEX ETF (FREL) 153,829 +5,947 $3,995
     FREL153,829+5,947$3,995
ISHARES S&P MIDCAP FUND (IJH) 19,732 +562 $3,737
     IJH19,732+562$3,737
FIDELITY HIGH DIVIDEND ETF (FDVV) 121,407 -58,773 $3,637
     FDVV121,407-58,773$3,637
ISHARES S&P SMALL CAP FUND (IJR) 43,107 +2,880 $3,326
     IJR43,107+2,880$3,326
VERIZON COMMUNICATIONS INC COM 50,106 +4,058 $2,963
     VZ50,106+4,058$2,963
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 49,543 +2,100 $2,562
     IEMG49,543+2,100$2,562
AT&T INC COM 59,089 +10,755 $1,853
     T59,089+10,755$1,853
APPLE INC COM 9,475 +122 $1,800
     AAPL9,475+122$1,800
ISHARES CORE S&P 500 ETF (IVV) 6,066 -873 $1,726
     IVV6,066-873$1,726
ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) 49,405 +5,021 $1,525
     IDV49,405+5,021$1,525
INTEL CORP COM 25,758 +4,727 $1,383
     INTC25,758+4,727$1,383
UNITED PARCEL SERVICE INC CL B 10,474 +2,603 $1,170
     UPS10,474+2,603$1,170
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 10,330 -680 $1,133
     VIG10,330-680$1,133
ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH) 11,735 -1,124 $1,097
     LQDH11,735-1,124$1,097
DNP SELECT INCOME FD COM 93,531 +1,500 $1,078
     DNP93,531+1,500$1,078
PROCTER AND GAMBLE CO COM 10,023 -2,081 $1,043
     PG10,023-2,081$1,043
UNITED TECHNOLOGIES CORP COM 7,980 +1,200 $1,029
     UTX7,980+1,200$1,029
BOEING CO COM 2,696 -770 $1,028
     BA2,696-770$1,028
ISHARES 0 5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG) 21,342 +21,342 $997
     SHYG21,342+21,342$997
HOME DEPOT INC COM 4,911 +3,219 $942
     HD4,911+3,219$942
JOHNSON & JOHNSON COM 6,685 -166 $934
     JNJ6,685-166$934
ISHARES SELECT DIVIDEND ETF (DVY) 9,361 +415 $919
     DVY9,361+415$919
DISNEY WALT CO COM DISNEY 7,536 +1,175 $837
     DIS7,536+1,175$837
ISHARES U.S. MEDICAL DEVICES ETF (IHI) 3,368 +405 $780
     IHI3,368+405$780
AMGEN INC COM 3,439 +425 $653
     AMGN3,439+425$653
BERKSHIRE HATHAWAY INC DEL CL B NEW      $642
     BRK.B3,194-6$642
TJX COS INC NEW COM 11,743 +2,153 $625
     TJX11,743+2,153$625
INVESCO QQQ TRUST 3,123 +36 $561
     QQQ3,123+36$561
MICROSOFT CORP COM 4,720 -979 $557
     MSFT4,720-979$557
ISHARES CORE U.S. REIT ETF (USRT) 10,599 +8,817 $548
     USRT10,599+8,817$548
ABBVIE INC COM 6,647 -97 $536
     ABBV6,647-97$536
ISHARES EDGE MSCI MULTIFACTOR INTL ETF (INTF) 20,203 -2,902 $532
     INTF20,203-2,902$532
US BANCORP DEL COM NEW 11,002 +10,250 $530
     USB11,002+10,250$530
UNION PACIFIC CORP COM 2,880 +200 $482
     UNP2,880+200$482
ROYCE VALUE TR INC COM 34,499 -6,982 $475
     RVT34,499-6,982$475
EXXON MOBIL CORP COM 5,482 -200 $443
     XOM5,482-200$443
SPDR S&P 500 ETF (SPY) 1,535 +15 $434
     SPY1,535+15$434
COCA COLA CO COM 9,190 -55 $431
     KO9,190-55$431
ISHARES LIQUIDITY INCOME ETF (ICSH) 8,279 +8,279 $416
     ICSH8,279+8,279$416
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD) 9,723 +6,159 $413
     SPHD9,723+6,159$413
INTERNATIONAL BUSINESS MACHS COM 2,882 +1 $407
     IBM2,882+1$407
NORTHWEST BANCSHARES INC MD COM (NWBI) 23,755 +3,150 $403
     NWBI23,755+3,150$403
INVESCO NATIONAL AMT FREE MUNICIPAL BOND ETF (PZA) 14,800 +10,800 $380
     PZA14,800+10,800$380
ISHARES MSCI KLD 400 SOCIAL ETF (DSI) 3,564 UNCH $376
     DSI3,564UNCH$376

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 03/31/2019: $149,048
At 12/31/2018: $131,014

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.