Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MASCOMA WEALTH MANAGEMENT LLC | 05-02-2024 | 03-31-2024 | 452 | 351,382,576 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
JOHN HANCOCK MULTIFACTOR MID CAP ETF | ETF | 351 | $19,853 | 346 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 352 | $19,358 | 160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | 353 | $19,176 | 168 | 0.00 | 0.00 | -80 | -32.26 | 03-31-2024 |
FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF | ETF | 354 | $19,032 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |