Mascoma Wealth Management LLC

Q4 2022 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Ta Clarke - Office Manager
Location
Hanover, NH
Holdings as of
31 Dec 2022
Value $
$315M
Num holdings
625
Filing time
24 Jan 2023, 09:08:47 UTC
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, JPST, IUSG, DVY, and IGSB.
Previous filing
Q3 2022 - 18 Oct 2022
Next filing
Q1 2023 - 01 May 2023
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q4 - Restatement compared to 2022 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Ta Clarke Office Manager Hanover, New Hampshire 24 Jan 2023