Mascoma Wealth Management LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $396 Million distributed in 514 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $60.9M, Ishares Core U.S. Aggregate Bo with a value of $43M, Vanguard Ftse Developed Market with a value of $30.8M, Fidelity Merrimack Str Tr Tota with a value of $29.3M, and Ishares Core S&P U.S Growth Et with a value of $24.4M.
Examining the 13F form we can see an decrease of $3.54M in the current position value, from $400M to 396M.
Below you can find more details about Mascoma Wealth Management LLC portfolio as well as his latest detailed transactions.
