Universe · entity
Mascoma Wealth Management LLC
Institutional manager (13F) · CIK 1695664
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $455M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES CORE S&P 500 ETF | $77M | 118,495 |
| 2 | ISHARES CORE U.S. AGGREGATE BOND ETF | $50M | 507,055 |
| 3 | VANGUARD FTSE DEVELOPED MARKETS ETF | $37M | 571,579 |
| 4 | FIDELITY TOTAL BOND ETF | $35M | 766,202 |
| 5 | JPMORGAN CORE PLUS BOND ETF | $26M | 561,371 |
| 6 | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $22M | 361,188 |
| 7 | JPMORGAN ULTRA-SHORT INCOME ETF | $20M | 385,564 |
| 8 | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $16M | 213,979 |
| 9 | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $16M | 140,462 |
| 10 | FIDELITY ENHANCED LARGE CAP CORE ETF | $15M | 416,910 |
| 11 | ISHARES 0-3 MONTH TREASURY BOND ETF | $14M | 142,975 |
| 12 | ISHARES CORE S&P U.S. GROWTH ETF | $14M | 91,183 |
| 13 | ISHARES CORE S&P MID-CAP ETF | $9M | 138,259 |
| 14 | ISHARES CORE S&P SMALL CAP ETF | $9M | 71,918 |
| 15 | ISHARES ESG MSCI KLD 400 ETF | $9M | 72,480 |
| 16 | ISHARES MSCI USA MIN VOL FACTOR ETF | $7M | 76,590 |
| 17 | ISHARES ESG AWARE MSCI EAFE ETF | $7M | 73,149 |
| 18 | ISHARES ESG AWARE US AGGREGATE BOND ETF | $7M | 140,648 |
| 19 | ISHARES MSCI USA MOMENTUM FACTOR ETF | $6M | 27,018 |
| 20 | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $6M | 126,500 |
| 21 | APPLE INC COM | $6M | 22,040 |
| 22 | ISHARES ESG AWARE MSCI USA ETF | $5M | 35,077 |
| 23 | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $4M | 124,671 |
| 24 | ISHARES 1-3 YEAR TREASURY BOND ETF | $3M | 40,186 |
| 25 | MICROSOFT CORP COM | $3M | 7,799 |
| 26 | VANGUARD S&P 500 ETF | $2M | 3,971 |
| 27 | HOWMET AEROSPACE INC COM | $2M | 9,508 |
| 28 | VANGUARD DIVIDEND APPRECIATION ETF | $2M | 10,047 |
| 29 | VANGUARD REAL ESTATE ETF | $2M | 24,061 |
| 30 | NUVEEN ESG LARGE-CAP GROWTH ETF | $2M | 22,461 |
| 31 | NUVEEN ESG LARGE-CAP VALUE ETF | $2M | 42,240 |
| 32 | FIDELITY HIGH DIVIDEND ETF | $2M | 27,627 |
| 33 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1M | 3,022 |
| 34 | ISHARES RUSSELL 1000 VALUE ETF | $1M | 6,580 |
| 35 | ELI LILLY & CO COM | $1M | 1,504 |
| 36 | ALPHABET INC CAP STK CL A | $1M | 4,235 |
| 37 | AMAZON COM INC COM | $1M | 5,548 |
| 38 | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $1M | 24,457 |
| 39 | INVESCO QQQ TRUST SERIES I | $1M | 1,953 |
| 40 | NVIDIA CORPORATION COM | $1M | 6,004 |
| 41 | JPMORGAN CHASE & CO COM | $992k | 3,374 |
| 42 | COSTCO WHOLESALE CORPORATION COM | $909k | 912 |
| 43 | VANGUARD MID-CAP ETF | $880k | 3,064 |
| 44 | STATE STREET SPDR S&P 500 ETF | $863k | 1,327 |
| 45 | ISHARES ESG AWARE MSCI EM ETF | $844k | 18,572 |
| 46 | LAM RESEARCH CORP COM NEW | $835k | 3,909 |
| 47 | VERIZON COMMUNICATIONS INC COM | $720k | 14,343 |
| 48 | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $710k | 7,772 |
| 49 | ISHARES SELECT DIVIDEND ETF | $686k | 4,528 |
| 50 | FIDELITY MSCI UTILITIES INDEX ETF | $670k | 11,350 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.