Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MASCOMA WEALTH MANAGEMENT LLC | 08-02-2024 | 06-30-2024 | 493 | 376,837,557 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P AEROSPACE & DEFENSE ETF | ETF | 101 | $215,307 | 1,538 | 0.00 | 0.00 | -63 | -3.94 | 06-30-2024 |
| BIOGEN INC COM | Stock | 102 | $214,434 | 925 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES IBONDS DEC 2025 TERM TREASURY ETF | ETF | 103 | $210,745 | 9,076 | 0.00 | 0.00 | -4,970 | -35.38 | 06-30-2024 |
| ISHARES IBONDS DEC 2024 TERM TREASURY ETF | ETF | 104 | $201,432 | 8,400 | 0.00 | 0.00 | -5,246 | -38.44 | 06-30-2024 |
