Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MASCOMA WEALTH MANAGEMENT LLC | 05-02-2024 | 03-31-2024 | 452 | 351,382,576 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW COM | Stock | 151 | $111,680 | 708 | 0.00 | 0.00 | -33 | -4.45 | 03-31-2024 |
| PAYCHEX INC COM | Stock | 152 | $111,536 | 908 | 0.00 | 0.00 | -81 | -8.19 | 03-31-2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | ETF | 153 | $110,167 | 198 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES EXPONENTIAL TECHNOLOGIES ETF | ETF | 154 | $110,118 | 1,847 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
