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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB U.S. LARGE-CAP ETF | ETF | 301 | $31,997 | 498 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| M & T BK CORP COM | Stock | 302 | $31,817 | 210 | 0.00 | 0.00 | -190 | -47.50 | 06-30-2024 |
| CONSUMER STAPLES SELECT SECTOR SPDR FUND | ETF | 303 | $31,781 | 415 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ETF | 304 | $31,732 | 397 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
