StockDriftsStockDriftsTop 50 Mascoma Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 16% | 118.5K | $77.4M | +1.60%(+1.87K) | $416.68(+78.97%) | 2026-03-31 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 10.4% | 507.1K | $50.3M | -1.33%(-6.85K) | $98.78(-0.12%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 7.57% | 571.6K | $36.6M | +7.57%(+40.22K) | $48.04(+47.03%) | 2026-03-31 | |
| FBND | FIDELITY TOTAL BOND ETF | 7.22% | 766.2K | $35.0M | -2.12%(-16.58K) | $45.54(-0.06%) | 2026-03-31 | |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 5.46% | 561.4K | $26.4M | +14.81%(+72.42K) | $46.96(-0.41%) | 2026-03-31 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 4.45% | 361.2K | $21.5M | new | $59.75(-1.29%) | 2026-03-31 | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 4.03% | 385.6K | $19.5M | -10.38%(-44.66K) | $50.34(+0.37%) | 2026-03-31 | |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 3.35% | 214.0K | $16.2M | +21.15%(+37.36K) | $64.62(+24.59%) | 2026-03-31 | |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 3.2% | 140.5K | $15.5M | -27.88%(-54.30K) | $110.34(-0.14%) | 2026-03-31 | |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | 3.13% | 416.9K | $15.1M | +4.84%(+19.26K) | $32.63(+27.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.36% | +27.25% |
| Top 20 Holdings Unweighted | +8.50% | +27.72% |
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