Mascoma Wealth Management LLC: 13F holdings
CIK 16956642026Q2
| Positions | 609 |
|---|---|
| Reported value | $539.3m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES CORE S&P 500 ETF | 121,926 | $91.3m | 16.9% |
| AGG ISHARES CORE U.S. AGGREGATE BOND ETF | 539,593 | $53.4m | 9.9% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 580,644 | $41.4m | 7.7% |
| FBND FIDELITY TOTAL BOND ETF | 801,959 | $36.5m | 6.8% |
| JCPB JPMORGAN CORE PLUS BOND ETF | 600,244 | $28.2m | 5.2% |
| VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF | 404,935 | $23.9m | 4.4% |
| JPST JPMORGAN ULTRA-SHORT INCOME ETF | 396,714 | $20.1m | 3.7% |
| JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 226,552 | $18.7m | 3.5% |
| FIDELITY ENHANCED LARGE CAP CORE ETF | 433,747 | $18.2m | 3.4% |
| IUSG ISHARES CORE S&P U.S. GROWTH ETF | 91,744 | $17.3m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1695664")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.