SEC Form 13F

Mascoma Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$539,321,831
Positions609

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES CORE S&P 500 ETFIVVETF$91,309,086121,926
ISHARES CORE U.S. AGGREGATE BOND ETFAGGETF$53,408,941539,593
VANGUARD FTSE DEVELOPED MARKETS ETFVEAETF$41,370,886580,644
FIDELITY TOTAL BOND ETFFBNDETF$36,481,101801,959
JPMORGAN CORE PLUS BOND ETFJCPBETF$28,175,451600,244
VANGUARD INTERMEDIATE-TERM TREASURY ETFVGITETF$23,883,086404,935
JPMORGAN ULTRA-SHORT INCOME ETFJPSTETF$20,061,809396,714
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETFJIREETF$18,688,282226,552
FIDELITY ENHANCED LARGE CAP CORE ETFFELCETF$18,178,324433,747
ISHARES CORE S&P U.S. GROWTH ETFIUSGETF$17,256,08191,744

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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