Mascoma Wealth Management LLC ETFs

Mascoma Wealth Management LLC

$416 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SKYY First Trust Cloud Computing Et	$0	$39,000 0.01% of portfolio	321	Q2 2024 Reduced 13.48%
IXUS Ishares Tr	$0	$39,000 0.01% of portfolio	510	Q2 2023 Reduced 48.01%
IWR Ishares Russell Mid Cap ETF	$0	$37,000 0.01% of portfolio	406	Q2 2025 Reduced 5.36%
IDV Ishares Tr	$0	$35,000 0.01% of portfolio	1,035	Q3 2023 Reduced 16.93%
VCIT Vanguard Intermediate Term Cor	$0	$32,000 0.01% of portfolio	397	Q2 2023 Reduced 42.71%
GSIE Goldman Sachs ETF Tr Activebet	$0	$32,000 0.01% of portfolio	1,034	Q2 2025 Reduced 55.66%
IEMG Ishares Inc	$0	$32,000 0.01% of portfolio	610	Q1 2025 Reduced 54.07%
XLP Consumer Staples Sector Spdr	$0	$31,000 0.01% of portfolio	415	Q1 2023 Reduced 30.83%
DFAT Dimensional ETF Tr U S Target	$0	$31,000 0.01% of portfolio	575	Q2 2024 Reduced 14.81%
VWO Vanguard Ftse Emerging Mkts Et	$0	$29,000 0.01% of portfolio	597	Q1 2025 Reduced 91.81%
FDL First Tr Morningstar Dividend	$0	$28,000 0.01% of portfolio	691	Q4 2024 New
ACWX Ishares Msci Acwi Ex Us ETF	$0	$28,000 0.01% of portfolio	465	Q4 2023 Reduced 90.23%
PULS Pgim ETF Tr	$0	$25,000 0.01% of portfolio	503	Q1 2025 Reduced 66.2%
IWY Ishares Tr Russell 200 Growth	$0	$24,000 0.01% of portfolio	101	Q2 2025 Added 1.0%
IWP Ishares Russell Mid Cap Growth	$0	$23,000 0.01% of portfolio	168	Q1 2025 Reduced 46.5%
GSST Goldman Sachs ETF Tr Access Ul	$0	$23,000 0.01% of portfolio	466	Q3 2024 Reduced 68.21%
PRF Invesco Exchange Traded Fd Tr	$0	$22,000 0.01% of portfolio	526	Q2 2025 Added 0.38%
XLF Financial Sector Spdr	$0	$22,000 0.01% of portfolio	422	Q2 2023 Reduced 69.13%
FSTA Fidelity Covington Tr Msci Con	$0	$21,000 0.01% of portfolio	424	Q3 2024 Added 6.0%
JHMM John Hancock Multifactor Mid C	$0	$21,000 0.01% of portfolio	346	Q1 2022 Reduced 76.89%
VIS Vanguard Industrial ETF	$0	$20,000 0.0% of portfolio	72	Q3 2024 Reduced 33.33%
CNRG Spdr S&P Kensho Clean Power Et	$0	$20,000 0.0% of portfolio	352	Q2 2025 Reduced 34.81%
COMT Ishares U.S. ETF Trust Gsci CO	$0	$20,000 0.0% of portfolio	810	Q2 2023 New
MGK Vanguard Mega Cap Growth ETF	$0	$20,000 0.0% of portfolio	56	Q1 2025 Reduced 85.26%
SCHG Schwab Strategic Tr Us Large C	$0	$18,000 0.0% of portfolio	644	Q2 2025 New
VTV Vanguard Value ETF	$0	$18,000 0.0% of portfolio	107	Q1 2025 New
IYG Ishares Tr	$0	$16,000 0.0% of portfolio	189	Q2 2024 New
SHYG Ishares 0 5 Year High Yield CO	$0	$15,000 0.0% of portfolio	351	Q2 2024 Reduced 56.07%
FBT First Trust Nyse Arca Biotechn	$0	$15,000 0.0% of portfolio	98	Q4 2023 Reduced 2.0%
QLTA Ishares Trust Aaa A Rated Corp	$0	$14,000 0.0% of portfolio	300	Q2 2024 Reduced 33.33%
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$13,000 0.0% of portfolio	543	Q1 2024 Reduced 80.1%
ICF Ishares Tr	$0	$12,000 0.0% of portfolio	200	Q2 2025 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$12,000 0.0% of portfolio	103	Q2 2025 Added 0.98%
FXD First Tr Exchange Traded Fd	$0	$11,000 0.0% of portfolio	177	Q3 2021 New
KBE Spdr S&P Bank ETF	$0	$11,000 0.0% of portfolio	200	Q1 2025 New
IJS Ishares S&P Smallcap 600 Value	$0	$11,000 0.0% of portfolio	120	Q4 2021 New
STIP Ishares Barclays 0 5 Year Tips	$0	$10,000 0.0% of portfolio	98	Q2 2025 Reduced 1.01%
GOVT Ishares U.S. Treasury Bond ETF	$0	$10,000 0.0% of portfolio	462	Q1 2025 Reduced 90.96%
ITOT Ishares Core S&P Total U.S. St	$0	$10,000 0.0% of portfolio	79	Q4 2024 Reduced 2.47%
IMCG Ishare Morningstar Mid Cap Gro	$0	$10,000 0.0% of portfolio	127	Q2 2025 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$9,000 0.0% of portfolio	72	Q4 2022 New
MFDX Pimco Rafi Dynamic Multi Facto	$0	$9,000 0.0% of portfolio	270	Q2 2025 Added 0.75%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$9,000 0.0% of portfolio	175	Q1 2025 Reduced 31.37%
IEUR Ishares Tr Ishares Core Msci E	$0	$8,000 0.0% of portfolio	125	Q4 2022 Reduced 64.29%
AOK Ishares Tr Core Conservative A	$0	$7,000 0.0% of portfolio	183	Q1 2025 Reduced 5.18%
TDIV First Trust Nasdaq Technology	$0	$7,000 0.0% of portfolio	84	Q2 2023 Reduced 78.57%
VOX Vanguard Communication Service	$0	$6,000 0.0% of portfolio	39	Q2 2023 Reduced 46.58%
BGRN Ishares Trust Ishares Usd Gre	$0	$5,000 0.0% of portfolio	108	Q2 2024 Reduced 45.45%
IRBO Ishares Robotics & Artificial	$0	$5,000 0.0% of portfolio	162	Q2 2024 Reduced 60.0%
AOM Ishares Tr Core Moderate Alloc	$0	$5,000 0.0% of portfolio	128	Q2 2025 Reduced 60.37%

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