13F History

Mascoma Wealth Management LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 10, 2025
Value $: $398M
Signature - Title: Genevieve Kozlowski - Wealth & Compliance Admin
Location: Hanover, NH
Summary: This page shows a list of all the recent 13F filings made by Mascoma Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mascoma Wealth Management LLC reported 514 stock holdings with total value $398M as of Q4 2024. Top holdings included IVV, AGG, VEA, FBND, and IUSG.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	514	$398M	+$11.6M	-$8.4M	+$3.17M	IVV, AGG, VEA, FBND, IUSG	13F-HR	2/10/2025, 08:10 AM
Q3 2024	455	$402M	+$25M	-$18.2M	+$6.78M	IVV, AGG, VEA, FBND, IUSG	13F-HR	11/5/2024, 11:35 AM
Q2 2024	492	$377M	+$29.1M	-$8.27M	+$20.8M	IVV, AGG, VEA, FBND, IUSG	13F-HR	8/2/2024, 04:08 PM
Q1 2024	452	$351M	+$37.8M	-$29.3M	+$8.46M	IVV, AGG, VEA, FBND, IUSG	13F-HR	5/2/2024, 01:38 PM
Q4 2023	467	$333M	+$8.13M	-$19.8M	-$11.6M	IVV, AGG, VEA, JPST, IUSG	13F-HR	1/24/2024, 03:30 PM
Q3 2023	503	$320M	+$11.2M	-$5.26M	+$5.91M	IVV, AGG, JPST, VEA, IUSG	13F-HR	10/13/2023, 03:58 PM
Q2 2023	482	$326M	+$50M	-$74.7M	-$24.7M	IVV, AGG, JPST, VEA, IUSG	13F-HR	8/9/2023, 10:31 AM
Q1 2023	597	$341M	+$47.6M	-$35M	+$12.7M	IVV, JPST, VEA, IUSG, AGG	13F-HR	5/1/2023, 03:22 PM
Q4 2022	625	$315M	+$33.9M	-$23.2M	+$10.7M	IVV, JPST, IUSG, DVY, IGSB	Restatement	1/24/2023, 09:08 AM
Q3 2022	595	$289M	+$16.8M	-$4.82M	+$12M	IVV, JPST, IUSG, IGSB, VEA	13F-HR	10/18/2022, 02:50 PM
Q2 2022	598	$293M	+$30.9M	-$14.4M	+$16.5M	IVV, JPST, IUSG, IGSB, VEA	13F-HR	7/14/2022, 11:51 AM
Q1 2022	578	$314M	+$45.9M	-$7.33M	+$38.6M	IVV, IUSG, JPST, VEA, IGSB	13F-HR	4/25/2022, 11:08 AM
Q4 2021	521	$289M	+$30.6M	-$14.5M	+$16.1M	IVV, IUSG, JPST, VEA, IGSB	13F-HR	1/21/2022, 02:34 PM
Q3 2021	437	$258M	+$33.1M	-$4.71M	+$28.4M	IUSG, IVV, JPST, IGSB, VEA	13F-HR	10/6/2021, 11:25 AM
Q2 2021	102	$234M	+$16.9M	-$25.5M	-$8.53M	IUSG, IVV, JPST, IGSB, VEA	13F-HR	7/6/2021, 03:42 PM
Q1 2021	432	$232M	+$72.8M	-$44.2M	+$28.6M	IUSG, IVV, JPST, IGSB, VEA	13F-HR	4/26/2021, 11:19 AM
Q4 2020	92	$200M	$0	$0		IUSG, AGG, USMV, JPST, IVV	13F-HR	1/26/2021, 08:59 AM
Q3 2019	78	$159M	+$29M	-$33M	-$4.03M	USMV, AGG, JPST, IUSG, EFAV	13F-HR	11/21/2019, 02:47 PM
Q2 2019	377	$160M	+$17.7M	-$10.6M	+$7.12M	USMV, JPST, AGG, IUSG, SPSB	13F-HR	7/29/2019, 08:20 AM
Q1 2019	389	$149M	+$16.3M	-$10.3M	+$5.94M	USMV, JPST, IUSG, AGG, SPSB	13F-HR	4/23/2019, 09:15 AM
Q4 2018	370	$131M	+$26.4M	-$32.4M	-$5.96M	USMV, IUSG, JPST, SPSB, AGG	13F-HR	1/28/2019, 08:46 AM
Q3 2018	392	$152M	+$23M	-$19.6M	+$3.44M	USMV, IUSG, EFAV, JPST, SPSB	13F-HR	11/8/2018, 01:33 PM
Q2 2018	390	$142M	+$26.4M	-$36.9M	-$10.4M	USMV, IUSG, JPIB, EFAV, JPST	13F-HR	8/13/2018, 02:57 PM
Q1 2018	369	$152M	+$20.4M	-$16.2M	+$4.15M	USMV, BYON, IUSG, JPIB, SPSB	13F-HR	4/24/2018, 10:25 AM
Q4 2017	367	$162M	+$30M	-$37.3M	-$7.31M	BYON, USMV, IUSG, SPSB, EFAV	13F-HR	2/5/2018, 08:22 AM
Q3 2017	394	$150M	+$14.5M	-$22.3M	-$7.8M	USMV, EFAV, BYON, IUSG, SPSB	13F-HR	11/7/2017, 08:57 AM
Q2 2017	404	$148M	+$25.2M	-$18.2M	+$7.03M	WTM, USMV, EFAV, IUSG, SPSB	13F-HR	7/13/2017, 01:40 PM
Q1 2017	363	$140M	+$11.4M	-$11.6M	-$229K	WTM, USMV, EFAV, IVV, IUSG	13F-HR	4/18/2017, 02:29 PM
Q4 2016	370	$136M	$0	$0		WTM, USMV, IUSG, EFAV, BYON	13F-HR	1/30/2017, 10:31 AM

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