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Home > Institutional Investor > Mascoma Wealth Management Llc > Profile

Instuitional Investor - Mascoma Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Mascoma Wealth Management Llc
Portfolio Value $398,164,525
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 103,486 $60,919,942 15.3%
2.
Ishares Trust
 IEF 443,629 $42,987,692 10.79%
3.
Vanguard Ftse Developed Markets Etf - ETF
 644,049 $30,798,440 7.73%
4.
Fidelity Total Bond Etf - ETF
 653,202 $29,309,169 7.36%
5.
Ishares Trust
 IEF 175,369 $24,437,604 6.13%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)