Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mascoma Wealth Management LLC (CIK 1695664) reported $483.8M across 511 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($77.4M, 16.00%), AGG ($50.3M, 10.40%), VEA ($36.6M, 7.57%), FBND ($35.0M, 7.22%), JCPB ($26.4M, 5.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $77.4M | 16.00% | 118,495 | Added |
| 2 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $50.3M | 10.40% | 507,055 | Trimmed |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $36.6M | 7.57% | 571,579 | Added |
| 4 | FBND | FIDELITY TOTAL BOND ETF | $35.0M | 7.22% | 766,202 | Trimmed |
| 5 | JCPB | JPMORGAN CORE PLUS BOND ETF | $26.4M | 5.46% | 561,371 | Added |
| 6 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $21.5M | 4.45% | 361,188 | New |
| 7 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $19.5M | 4.03% | 385,564 | Trimmed |
| 8 | JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $16.2M | 3.35% | 213,979 | Added |
| 9 | SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $15.5M | 3.20% | 140,462 | Trimmed |
| 10 | FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $15.1M | 3.13% | 416,910 | Added |
| 11 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $14.4M | 2.97% | 142,975 | Added |
| 12 | IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $14.1M | 2.92% | 91,183 | Trimmed |
| 13 | IJH | ISHARES CORE S&P MID-CAP ETF | $9.3M | 1.93% | 138,259 | Added |
| 14 | IJR | ISHARES CORE S&P SMALL CAP ETF | $8.9M | 1.85% | 71,918 | Added |
| 15 | DSI | ISHARES ESG MSCI KLD 400 ETF | $8.8M | 1.82% | 72,480 | Trimmed |
| 16 | USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $7.1M | 1.47% | 76,590 | Added |
| 17 | ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $7.0M | 1.45% | 73,149 | Added |
| 18 | EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $6.7M | 1.38% | 140,648 | Added |
| 19 | MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $6.5M | 1.34% | 27,018 | Trimmed |
| 20 | SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $5.9M | 1.23% | 126,500 | Added |
| 21 | AAPL | APPLE INC COM | $5.6M | 1.16% | 22,040 | Trimmed |
| 22 | ESGU | ISHARES ESG AWARE MSCI USA ETF | $5.0M | 1.03% | 35,077 | Added |
| 23 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $3.7M | 0.77% | 124,671 | Added |
| 24 | SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $3.3M | 0.69% | 40,186 | Added |
| 25 | MSFT | MICROSOFT CORP COM | $2.9M | 0.60% | 7,799 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31