Long-term investor
Mascoma Wealth Management LLC @mascomawealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001695664).
Record
- Tracked since 2025-06-30 (434 days), 12 trades recorded
- Returns: week n/a · month n/a · 90 days +7.9% · 6 months +7.2% · 1 year +12.2% · all +12.2%
- Max drawdown -1.9% · Sharpe 0.78 · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 16.9% · long · since 2025-06-30
- AGG · 9.9% · long · since 2025-06-30
- VEA · 7.7% · long · since 2025-06-30
- FBND · 6.8% · long · since 2025-06-30
- JCPB · 5.2% · long · since 2025-06-30
- VGIT · 4.4% · long · since 2026-03-31
- JPST · 3.7% · long · since 2025-06-30
- JIRE · 3.5% · long · since 2025-06-30
- FELC · 3.4% · long · since 2025-06-30
- IUSG · 3.2% · long · since 2025-06-30
- SHV · 3.0% · long · since 2025-06-30
- SGOV · 2.7% · long · since 2025-06-30