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 |
|---|---|---|---|---|---|---|---|---|---|
| DEERE & CO COM | Stock | 151 | $110,221 | 295 | 0.00 | 0.00 | 100 | 51.28 | 06-30-2024 |
| PAYCHEX INC COM | Stock | 152 | $107,880 | 910 | 0.00 | 0.00 | 2 | 0.22 | 06-30-2024 |
| CISCO SYS INC COM | Stock | 153 | $107,373 | 2,260 | 0.00 | 0.00 | -517 | -18.62 | 06-30-2024 |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 154 | $106,053 | 1,066 | 0.00 | 0.00 | -286 | -21.15 | 06-30-2024 |
