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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES ESG AWARE AGGRESSIVE ALLOCATION ETF | ETF | 401 | $13,121 | 385 | 0.00 | 0.00 | -296 | -43.47 | 03-31-2024 |
| NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT | CEF | 402 | $13,085 | 1,069 | 0.00 | 0.00 | -300 | -21.91 | 03-31-2024 |
| VANGUARD ENERGY ETF | ETF | 403 | $12,775 | 97 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | ETF | 404 | $12,331 | 120 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
