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Mascoma Wealth Management LLC

Q1 2026 Holdings

Filed 2026-04-30 | 515 holdings | $483.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares ESG Msci KLD 400 ETF(DSI)ETF464288570$8.8M72,4801.8%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$8.9M71,9181.8%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$9.3M138,2591.9%
Ishares Core S&P U.S. Growth ETF(IUSG)ETF464287671$14.1M91,1832.9%
Ishares 0-3 Month Treasury Bond ETF(SGOV)ETF46436E718$14.4M142,9753.0%
Fidelity Enhanced Large Cap Core ETF(FELC)ETF316092113$15.1M416,9103.1%
Ishares Trust Ishares 0-1 Year Treasury Bond ETF(SHV)ETF464288679$15.5M140,4623.2%
JPMorgan International Research Enhanced Equity ETF(JIRE)ETF46641Q134$16.2M213,9793.3%
JPMorgan Ultra-Short Income ETF(JPST)ETF46641Q837$19.5M385,5644.0%
Vanguard Intermediate-Term Treasury ETF(VGIT)ETF92206C706$21.5M361,1884.4%
JPMorgan Core Plus Bond ETF(JCPB)ETF46641Q670$26.4M561,3715.5%
Fidelity Total Bond ETF(FBND)ETF316188309$35.0M766,2027.2%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$36.6M571,5797.6%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$50.3M507,05510.4%
Ishares Core S&P 500 ETF(IVV)ETF464287200$77.4M118,49516.0%
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