Mascoma Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Hanover, NH
CIK
0001695664
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 493 376,837 IVV, AGG, VEA, FBND 13F-HR 8/2/2024 000169566424000004
Q1 2024 452 351,382 IVV, AGG, VEA, FBND 13F-HR 5/2/2024 000169566424000003
Q4 2023 467 332,761 IVV, AGG, VEA, JPST 13F-HR 1/24/2024 000169566424000002
Q3 2023 503 319,889 IVV, AGG, JPST, VEA 13F-HR 10/13/2023 000169566423000006
Q2 2023 482 326,272 IVV, AGG, JPST, VEA 13F-HR 8/9/2023 000169566423000004
Q1 2023 693 341,737 IVV, JPST, VEA, IUSG 13F-HR 5/1/2023 000169566423000003
Q4 2022 627 315,161 IVV, JPST, IUSG, DVY RESTATEMENT 1/24/2023 000169566423000002
Q3 2022 615 288,839 IVV, JPST, IUSG, IGSB 13F-HR 10/18/2022 000169566422000007
Q2 2022 624 292,655 IVV, JPST, IUSG, IGSB 13F-HR 7/14/2022 000169566422000006
Q1 2022 591 314,188 IVV, IUSG, JPST, VEA 13F-HR 4/25/2022 000169566422000005
Q4 2021 535 289,086 IVV, IUSG, JPST, VEA 13F-HR 1/21/2022 000169566422000001
Q3 2021 474 257,829 IUSG, IVV, JPST, IGSB 13F-HR 10/6/2021 000169566421000006
Q2 2021 102 233,928 IUSG, IVV, JPST, IGSB 13F-HR 7/6/2021 000169566421000005
Q1 2021 473 232,272 IUSG, IVV, JPST, IGSB 13F-HR 4/26/2021 000169566421000004
Q4 2020 92 199,920 IUSG, AGG, USMV, JPST 13F-HR 1/26/2021 000169566421000003
Q3 2019 78 158,657 USMV, AGG, JPST, IUSG 13F-HR 11/21/2019 000169566419000004
Q2 2019 391 159,715 USMV, JPST, AGG, IUSG 13F-HR 7/29/2019 000169566419000003
Q1 2019 400 149,048 USMV, JPST, IUSG, AGG 13F-HR 4/23/2019 000169566419000002
Q4 2018 379 131,014 USMV, IUSG, JPST, SPSB 13F-HR 1/28/2019 000169566419000001
Q3 2018 403 151,560 USMV, IUSG, EFAV, JPST 13F-HR 11/8/2018 000169566418000004
Q2 2018 401 142,044 USMV, IUSG, JPGB, EFAV 13F-HR 8/13/2018 000169566418000003
Q1 2018 380 151,708 USMV, OSTK, IUSG, JPGB 13F-HR 4/24/2018 000169566418000002
Q4 2017 377 162,316 OSTK, USMV, IUSG, SPSB 13F-HR 2/5/2018 000169566418000001
Q3 2017 416 149,769 USMV, EFAV, OSTK, IUSG 13F-HR 11/7/2017 000169566417000005
Q2 2017 421 148,256 WTM, USMV, EFAV, IUSG 13F-HR 7/13/2017 000169566417000004
Q1 2017 374 139,679 WTM, USMV, EFAV, IVV 13F-HR 4/18/2017 000169566417000003
Q4 2016 378 135,932 WTM, USMV, IUSG, EFAV 13F-HR 1/30/2017 000169566417000002
Additional filings from Mascoma Wealth Management LLC that have since been restated