Mascoma Wealth Management LLC ETFs

Mascoma Wealth Management LLC

$396 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
LQD Ishares Iboxx $ Investment Gra	$0	$44,000 0.01% of portfolio	420	Q3 2024 New
IBB Ishares Biotechnology ETF	$0	$42,000 0.01% of portfolio	321	Q3 2024 Reduced 3.31%
IHAK Ishares Tr Cybersecurity & Tec	$0	$40,000 0.01% of portfolio	830	Q4 2023 Reduced 50.74%
IWP Ishares Russell Mid Cap Growth	$0	$39,000 0.01% of portfolio	314	Q4 2024 Added 86.9%
IWS Ishares Russell Midcap Value E	$0	$39,000 0.01% of portfolio	309	Q4 2024 New
SKYY First Trust Cloud Computing Et	$0	$38,000 0.01% of portfolio	321	Q2 2024 Reduced 13.48%
BOND Pimco Active Bond Exchange Tra	$0	$37,000 0.01% of portfolio	412	Q4 2024 Reduced 59.61%
IWR Ishares Russell Mid Cap ETF	$0	$35,000 0.01% of portfolio	406	Q3 2021 New
GRID First Tr Nasdaq Clean Edge Sma	$0	$34,000 0.01% of portfolio	288	Q2 2023 Reduced 63.73%
IXUS Ishares Tr	$0	$33,000 0.01% of portfolio	510	Q2 2023 Reduced 48.01%
DFAT Dimensional ETF Tr U S Target	$0	$32,000 0.01% of portfolio	575	Q2 2024 Reduced 14.81%
VCIT Vanguard Intermediate Term Cor	$0	$31,000 0.01% of portfolio	397	Q2 2023 Reduced 42.71%
XLP Consumer Staples Sector Spdr	$0	$31,000 0.01% of portfolio	415	Q1 2023 Reduced 30.83%
SDVY First Tr ETF Vi Smid Cap Risin	$0	$30,000 0.01% of portfolio	859	Q4 2024 New
TIP Ishares Tr Tips Bd ETF	$0	$29,000 0.01% of portfolio	281	Q4 2024 Reduced 15.11%
IDV Ishares Tr	$0	$28,000 0.01% of portfolio	1,035	Q3 2023 Reduced 16.93%
FDL First Tr Morningstar Dividend	$0	$27,000 0.01% of portfolio	691	Q4 2024 New
IDRV Ishares Tr Self Driving Ev & T	$0	$25,000 0.01% of portfolio	857	Q1 2023 Added 12.47%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$24,000 0.01% of portfolio	465	Q4 2023 Reduced 90.23%
GSST Goldman Sachs ETF Tr Access Ul	$0	$23,000 0.01% of portfolio	466	Q3 2024 Reduced 68.21%
VBK Vanguard Small Cap Growth ETF	$0	$22,000 0.01% of portfolio	82	Q4 2024 New
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$21,000 0.01% of portfolio	451	Q3 2023 Reduced 26.19%
COMT Ishares U.S. ETF Trust Gsci CO	$0	$20,000 0.01% of portfolio	810	Q2 2023 New
FSTA Fidelity Covington Tr Msci Con	$0	$20,000 0.01% of portfolio	424	Q3 2024 Added 6.0%
XLF Financial Sector Spdr	$0	$20,000 0.01% of portfolio	422	Q2 2023 Reduced 69.13%
JHMM John Hancock Multifactor Mid C	$0	$20,000 0.01% of portfolio	346	Q1 2022 Reduced 76.89%
VIS Vanguard Industrial ETF	$0	$18,000 0.0% of portfolio	72	Q3 2024 Reduced 33.33%
SDG Ishares Trust Ishares Msci Glo	$0	$16,000 0.0% of portfolio	237	Q1 2024 Reduced 27.3%
FBT First Trust Nyse Arca Biotechn	$0	$16,000 0.0% of portfolio	98	Q4 2023 Reduced 2.0%
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$16,000 0.0% of portfolio	374	Q4 2024 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$15,000 0.0% of portfolio	315	Q4 2024 New
GLD Spdr Gold Trust	$96.6B	$14,000 0.0% of portfolio	61	Q2 2024 New
AOM Ishares Tr Core Moderate Alloc	$0	$14,000 0.0% of portfolio	323	Q4 2024 Reduced 35.79%
SHYG Ishares 0 5 Year High Yield CO	$0	$14,000 0.0% of portfolio	351	Q2 2024 Reduced 56.07%
IYG Ishares Tr	$0	$14,000 0.0% of portfolio	189	Q2 2024 New
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%
IJS Ishares S&P Smallcap 600 Value	$0	$13,000 0.0% of portfolio	120	Q4 2021 New
QCLN First Tr Nasdaq Clean Edge Gre	$0	$13,000 0.0% of portfolio	410	Q2 2024 Reduced 45.62%
IWN Ishares Russell2000 Val ETF	$0	$12,000 0.0% of portfolio	75	Q4 2024 Added 167.86%
FXD First Tr Exchange Traded Fd	$0	$11,000 0.0% of portfolio	177	Q3 2021 New
GCOW Pacer Fds Tr Global Cash Cows	$0	$10,000 0.0% of portfolio	302	Q4 2024 New
ITOT Ishares Core S&P Total U.S. St	$0	$10,000 0.0% of portfolio	79	Q4 2024 Reduced 2.47%
IWO Ishares Russell 2000 Gwt ETF	$0	$10,000 0.0% of portfolio	36	Q4 2024 Added 125.0%
MUB Ishares National Muni Bond ETF	$0	$9,000 0.0% of portfolio	91	Q4 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$9,000 0.0% of portfolio	72	Q4 2022 New
ARKQ Ark Autonomous Technology & Ro	$0	$8,000 0.0% of portfolio	112	Q3 2021 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$8,000 0.0% of portfolio	255	Q4 2024 Added 45.71%
AOK Ishares Tr Core Conservative A	$0	$7,000 0.0% of portfolio	193	Q3 2024 Reduced 47.55%
TDIV First Trust Nasdaq Technology	$0	$6,000 0.0% of portfolio	84	Q2 2023 Reduced 78.57%

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