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 |
|---|---|---|---|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC COM | Stock | 51 | $565,166 | 1,022 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 52 | $557,137 | 7,210 | 0.00 | 0.00 | 4 | 0.06 | 06-30-2024 |
| ISHARES ESG AWARE MSCI USA ETF | ETF | 53 | $533,002 | 4,467 | 0.00 | 0.00 | -119 | -2.59 | 06-30-2024 |
| INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | ETF | 54 | $515,252 | 21,759 | 0.00 | 0.00 | -1,381 | -5.97 | 06-30-2024 |
