
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
78,426 | +6,198 | $29,735 |
IVV | 78,426 | +6,198 | $29,735 |
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520,924 | +48,495 | $26,093 |
JPST | 520,924 | +48,495 | $26,093 |
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240,248 | -9,690 | $20,109 |
IUSG | 240,248 | -9,690 | $20,109 |
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299,254 | +27,618 | $15,127 |
IGSB | 299,254 | +27,618 | $15,127 |
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312,027 | -2,358 | $12,731 |
VEA | 312,027 | -2,358 | $12,731 |
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93,560 | +64,624 | $11,009 |
DVY | 93,560 | +64,624 | $11,009 |
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89,599 | +12,768 | $9,088 |
STIP | 89,599 | +12,768 | $9,088 |
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208,769 | -83,416 | $8,065 |
FDRR | 208,769 | -83,416 | $8,065 |
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102,253 | -25 | $7,352 |
DSI | 102,253 | -25 | $7,352 |
![]() |
74,754 | -11,053 | $7,120 |
BOND | 74,754 | -11,053 | $7,120 |
![]() |
87,522 | +9,410 | $6,145 |
USMV | 87,522 | +9,410 | $6,145 |
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109,397 | +24,179 | $5,474 |
ICSH | 109,397 | +24,179 | $5,474 |
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166,538 | +12,967 | $4,951 |
SPSB | 166,538 | +12,967 | $4,951 |
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35,189 | +430 | $4,811 |
AAPL | 35,189 | +430 | $4,811 |
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20,469 | +2,211 | $4,631 |
IJH | 20,469 | +2,211 | $4,631 |
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44,527 | +6,083 | $4,385 |
EMNT | 44,527 | +6,083 | $4,385 |
![]() |
85,798 | +81,804 | $4,208 |
JAAA | 85,798 | +81,804 | $4,208 |
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58,589 | -516 | $3,555 |
FHLC | 58,589 | -516 | $3,555 |
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80,046 | +24,089 | $3,333 |
SRLN | 80,046 | +24,089 | $3,333 |
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94,726 | -34,712 | $3,294 |
SPEM | 94,726 | -34,712 | $3,294 |
![]() |
33,397 | +3,731 | $3,086 |
IJR | 33,397 | +3,731 | $3,086 |
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28,464 | -668 | $2,894 |
AGG | 28,464 | -668 | $2,894 |
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56,881 | -599 | $2,887 |
VZ | 56,881 | -599 | $2,887 |
![]() |
117,162 | +18,205 | $2,822 |
SUSB | 117,162 | +18,205 | $2,822 |
![]() |
100,565 | -7,475 | $2,793 |
GSIE | 100,565 | -7,475 | $2,793 |
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48,146 | +3,049 | $2,670 |
JEPI | 48,146 | +3,049 | $2,670 |
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9,407 | -1,785 | $2,637 |
QQQ | 9,407 | -1,785 | $2,637 |
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14,728 | -997 | $2,594 |
VB | 14,728 | -997 | $2,594 |
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49,926 | -3,825 | $2,518 |
IHI | 49,926 | -3,825 | $2,518 |
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35,324 | +72 | $2,217 |
ESGD | 35,324 | +72 | $2,217 |
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15,324 | -2,088 | $2,198 |
VIG | 15,324 | -2,088 | $2,198 |
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8,047 | +98 | $2,067 |
MSFT | 8,047 | +98 | $2,067 |
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27,319 | +471 | $1,967 |
FIW | 27,319 | +471 | $1,967 |
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5,523 | +27 | $1,916 |
VOO | 5,523 | +27 | $1,916 |
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40,300 | UNCH | $1,792 |
BAM | 40,300 | UNCH | $1,792 |
![]() |
36,502 | +662 | $1,786 |
EAGG | 36,502 | +662 | $1,786 |
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53,714 | +218 | $1,692 |
ESML | 53,714 | +218 | $1,692 |
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28,413 | -306 | $1,490 |
PFE | 28,413 | -306 | $1,490 |
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14,805 | -779 | $1,429 |
FTEC | 14,805 | -779 | $1,429 |
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41,988 | +28,129 | $1,402 |
NULV | 41,988 | +28,129 | $1,402 |
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45,817 | -1,250 | $1,401 |
XJH | 45,817 | -1,250 | $1,401 |
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57,897 | +3,777 | $1,357 |
PZA | 57,897 | +3,777 | $1,357 |
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31,063 | +5,397 | $1,260 |
SHYG | 31,063 | +5,397 | $1,260 |
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19,328 | +7,477 | $1,224 |
EFAV | 19,328 | +7,477 | $1,224 |
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18,160 | -3,718 | $1,215 |
IUSV | 18,160 | -3,718 | $1,215 |
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24,872 | -65 | $1,122 |
FUTY | 24,872 | -65 | $1,122 |
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25,407 | -8,818 | $1,030 |
KOMP | 25,407 | -8,818 | $1,030 |
![]() |
$999 | ||
BRK.B | 3,660 | -6 | $999 |
![]() |
4,477 | -56 | $955 |
UNP | 4,477 | -56 | $955 |
![]() |
3,915 | UNCH | $953 |
AMGN | 3,915 | UNCH | $953 |
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
![]() At 06/30/2022: $292,655 At 03/31/2022: $314,188 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 |