HoldingsChannel.com
Mascoma Wealth Management LLC Top Holdings
As of  06/30/2022, below is a summary of the Mascoma Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Mascoma Wealth Management LLC. In the Mascoma Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Mascoma Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Mascoma Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ISHARES CORE S&P 500 ETF (IVV) 78,426 +6,198 $29,735
     IVV78,426+6,198$29,735
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 520,924 +48,495 $26,093
     JPST520,924+48,495$26,093
ISHARES CORE S&P U.S. GROWTH ETF (IUSG) 240,248 -9,690 $20,109
     IUSG240,248-9,690$20,109
ISHARES 1 5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) 299,254 +27,618 $15,127
     IGSB299,254+27,618$15,127
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 312,027 -2,358 $12,731
     VEA312,027-2,358$12,731
ISHARES SELECT DIVIDEND ETF (DVY) 93,560 +64,624 $11,009
     DVY93,560+64,624$11,009
ISHARES 0 5 YEAR TIPS BOND ETF (STIP) 89,599 +12,768 $9,088
     STIP89,599+12,768$9,088
FIDELITY DIVIDEND ETF FOR RISING RATES (FDRR) 208,769 -83,416 $8,065
     FDRR208,769-83,416$8,065
ISHARES MSCI KLD 400 SOCIAL ETF (DSI) 102,253 -25 $7,352
     DSI102,253-25$7,352
PIMCO ACTIVE BOND EXCHANGE TRADED FUND (BOND) 74,754 -11,053 $7,120
     BOND74,754-11,053$7,120
ISHARES MSCI USA MIN VOL FACTOR ETF (USMV) 87,522 +9,410 $6,145
     USMV87,522+9,410$6,145
BLACKROCK ULTRA SHORT TERM BOND ETF (ICSH) 109,397 +24,179 $5,474
     ICSH109,397+24,179$5,474
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB) 166,538 +12,967 $4,951
     SPSB166,538+12,967$4,951
APPLE INC COM 35,189 +430 $4,811
     AAPL35,189+430$4,811
ISHARES S&P MIDCAP FUND (IJH) 20,469 +2,211 $4,631
     IJH20,469+2,211$4,631
PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE TRADED FUND (EMNT) 44,527 +6,083 $4,385
     EMNT44,527+6,083$4,385
JANUS HENDERSON AAA CLO ETF (JAAA) 85,798 +81,804 $4,208
     JAAA85,798+81,804$4,208
FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC) 58,589 -516 $3,555
     FHLC58,589-516$3,555
SPDR BLACKSTONE SENIOR LOAN ETF (SRLN) 80,046 +24,089 $3,333
     SRLN80,046+24,089$3,333
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) 94,726 -34,712 $3,294
     SPEM94,726-34,712$3,294
ISHARES S&P SMALL CAP FUND (IJR) 33,397 +3,731 $3,086
     IJR33,397+3,731$3,086
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 28,464 -668 $2,894
     AGG28,464-668$2,894
VERIZON COMMUNICATIONS INC COM 56,881 -599 $2,887
     VZ56,881-599$2,887
ISHARES ESG AWARE 1 5 YEAR USD CORPORATE BOND ETF (SUSB) 117,162 +18,205 $2,822
     SUSB117,162+18,205$2,822
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF (GSIE) 100,565 -7,475 $2,793
     GSIE100,565-7,475$2,793
JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) 48,146 +3,049 $2,670
     JEPI48,146+3,049$2,670
INVESCO QQQ TRUST 9,407 -1,785 $2,637
     QQQ9,407-1,785$2,637
VANGUARD SMALL CAP INDEX FUND (VB) 14,728 -997 $2,594
     VB14,728-997$2,594
ISHARES U.S. MEDICAL DEVICES ETF (IHI) 49,926 -3,825 $2,518
     IHI49,926-3,825$2,518
ISHARES MSCI EAFE ESG SELECT ETF (ESGD) 35,324 +72 $2,217
     ESGD35,324+72$2,217
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 15,324 -2,088 $2,198
     VIG15,324-2,088$2,198
MICROSOFT CORP COM 8,047 +98 $2,067
     MSFT8,047+98$2,067
FIRST TRUST WATER ETF (FIW) 27,319 +471 $1,967
     FIW27,319+471$1,967
VANGUARD S&P 500 ETF (VOO) 5,523 +27 $1,916
     VOO5,523+27$1,916
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 40,300 UNCH $1,792
     BAM40,300UNCH$1,792
ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG) 36,502 +662 $1,786
     EAGG36,502+662$1,786
ISHARES ESG AWARE MSCI USA SMALL CAP ETF (ESML) 53,714 +218 $1,692
     ESML53,714+218$1,692
PFIZER INC COM 28,413 -306 $1,490
     PFE28,413-306$1,490
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC) 14,805 -779 $1,429
     FTEC14,805-779$1,429
NUVEEN ESG LARGE CAP VALUE ETF (NULV) 41,988 +28,129 $1,402
     NULV41,988+28,129$1,402
ISHARES ESG SCREENED S&P MID CAP ETF (XJH) 45,817 -1,250 $1,401
     XJH45,817-1,250$1,401
INVESCO NATIONAL AMT FREE MUNICIPAL BOND ETF (PZA) 57,897 +3,777 $1,357
     PZA57,897+3,777$1,357
ISHARES 0 5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG) 31,063 +5,397 $1,260
     SHYG31,063+5,397$1,260
ISHARES MSCI EAFE MIN VOL FACTOR ETF (EFAV) 19,328 +7,477 $1,224
     EFAV19,328+7,477$1,224
ISHARES CORE S&P U.S. VALUE ETF (IUSV) 18,160 -3,718 $1,215
     IUSV18,160-3,718$1,215
FIDELITY MSCI UTILITIES INDEX ETF (FUTY) 24,872 -65 $1,122
     FUTY24,872-65$1,122
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF (KOMP) 25,407 -8,818 $1,030
     KOMP25,407-8,818$1,030
BERKSHIRE HATHAWAY INC DEL CL B NEW      $999
     BRK.B3,660-6$999
UNION PAC CORP COM 4,477 -56 $955
     UNP4,477-56$955
AMGEN INC COM 3,915 UNCH $953
     AMGN3,915UNCH$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

Size ($ in 1000's)
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

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

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