Portfolio (Quarterly)
Guide ↗
Mascoma Wealth Management LLC
· CIK 0001695664| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | HCA | HCA HEALTHCARE INC COM | Healthcare | 3 | $1K | — | SOLD |
| 22 | DLB | DOLBY LABORATORIES INC COM CL A | Technology | 18 | $1K | — | SOLD |
| 23 | CAH | CARDINAL HEALTH INC COM | Healthcare | 4 | $845.0 | — | SOLD |
| 24 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | — | 10 | $481.0 | — | SOLD |
| 25 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | — | 5 | $477.0 | — | SOLD |
| 26 | RSG | REPUBLIC SVCS INC COM | Industrials | 2 | $438.0 | — | SOLD |
| 27 | VTR | VENTAS INC COM | Real Estate | 5 | $409.0 | — | SOLD |
| 28 | VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | — | 8 | $376.0 | — | SOLD |
| 29 | IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | — | 7 | $373.0 | — | SOLD |
Sector Allocation
Technology
36.6%
Financial Services
17.1%
Industrials
14.0%
Healthcare
11.1%
Communication Services
7.3%
Consumer Cyclical
7.2%
Consumer Defensive
4.3%
Utilities
1.1%
Basic Materials
0.7%
Energy
0.7%