IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Mascoma Wealth Management LLC

Q4 2023 Holdings

Filed 2024-01-24 | 467 holdings | $332.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard International High Dividend Yield ETF(VYMI)ETF921946794$19.9K3000.0%
Ishares U.S. ETF Trust Ishares Gsci Commodity Dynamic Roll Strategy ETF(COMT)ETF46431W853$20.3K8100.0%
Ishares Aaa-A Rated Corporate Bond ETF(QLTA)ETF46429B291$21.7K4500.0%
Ishares ESG Aware Aggressive Allocation ETF(EAOA)ETF46436E668$21.8K6810.0%
Vanguard Ftse All-World Ex-US Index Fund(VEU)ETF922042775$22.0K3910.0%
Union PAC Corp COM(UNP)Stock907818108$22.4K910.0%
Broadridge Finl Solutions Inc COM(BR)Stock11133T103$22.8K1110.0%
Ishares Core Conservative Allocation ETF(AOK)ETF464289883$23.2K6430.0%
Ishares Trust Ishares USD Green Bond ETF(BGRN)ETF46435U440$23.3K4930.0%
Patterson COS Inc COM(PDCOEUR)Stock703395103$23.4K8240.0%
DTE Energy Co COM(DTE)Stock233331107$23.6K2140.0%
CSX Corp COM(CSX)Stock126408103$23.6K6810.0%
Ishares Msci Acwi EX U.S. ETF(ACWX)ETF464288240$23.7K4650.0%
Vanguard Industrials ETF(VIS)ETF92204A603$23.8K1080.0%
Baxter Intl Inc COM(BAX)Stock071813109$24.0K6220.0%
Ishares Russell 1000 ETF(IWB)ETF464287622$24.9K950.0%
Duke Energy Corp New COM New(DUK)Stock26441C204$25.4K2620.0%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$25.6K5420.0%
Brunswick Corp COM(BC)Stock117043109$25.8K2670.0%
Builders Firstsource Inc COM(BLDR)Stock12008R107$25.9K1550.0%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$25.9K2480.0%
Ishares Core Moderate Allocation ETF(AOM)ETF464289875$25.9K6250.0%
General MLS Inc COM(GIS)Stock370334104$26.1K4000.0%
Vanguard Value ETF(VTV)ETF922908744$26.2K1750.0%
Ishares Msci Eafe Value ETF(EFV)ETF464288877$26.3K5040.0%
Ishares Msci Global Sustainable Development Goals ETF(SDG)ETF46435G532$26.4K3260.0%
Intercontinental Exchange Inc COM(ICE)Stock45866F104$27.6K2150.0%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$28.1K4980.0%
Tyson Foods Inc CL A(TSN)Stock902494103$28.7K5340.0%
HP Inc COM(HPQ)Stock40434L105$28.7K9550.0%
Ishares International Select Dividend ETF(IDV)ETF464288448$29.0K1,0350.0%
Nike Inc CL B(NKE)Stock654106103$29.5K2720.0%
Ishares Robotics and Artificial Intelligence Multisector ETF(ARTY)ETF46435U556$29.6K8580.0%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$29.9K4150.0%
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index(GRID)ETF33737A108$30.2K2880.0%
Sysco Corp COM(SYY)Stock871829107$30.3K4140.0%
Ishares Self-Driving EV & Tech ETF(IDRV)ETF46435U366$30.6K8570.0%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$31.2K4450.0%
Bank America Corp COM(BAC)Stock060505104$31.3K9290.0%
Ishares Russell Midcap ETF(IWR)ETF464287499$31.6K4060.0%
First Trust Nasdaq Clean Edge Green Energy Index Fund(QCLN)ETF33733E500$31.8K7540.0%
Starbucks Corp COM(SBUX)Stock855244109$32.0K3330.0%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$32.3K3970.0%
First Trust Cloud Computing ETF(SKYY)ETF33734X192$32.5K3710.0%
L3harris Technologies Inc COM(LHX)Stock502431109$32.6K1550.0%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$33.1K5100.0%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$33.1K6460.0%
Adobe Inc COM(ADBE)Stock00724F101$33.4K560.0%
Netflix Inc COM(NFLX)Stock64110L106$34.1K700.0%
Dimensional U.S. Targeted Value ETF(DFAT)ETF25434V609$35.3K6750.0%
PreviousPage 5 of 10Next