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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
75
13
23
4
7
0
48
13
12
MASCOMA WEALTH MANAGEMENT LLC

Time Period2019-06-30

Total Holdings387

Total Value ($x1000)159,715
Activities
New23

Increased66

Unchanged244

Decreased54

Sold Out36

Top 10 Stock Holdingstotal 62.19%
USMV17.34

JPST9.43

AGG7.88

IWZ7.48

SCPB5.39

 
EFAV4.87

FREL2.75

IEMG2.49

IJH2.42

IJR2.14

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
USMV
17.34%
USA MIN VOL ETF
JPST
9.43%
ULTRA SHRT INC
AGG
7.88%
CORE TOTUSBD ETF
IWZ
7.48%
RUS 3000 GRW ETF
SCPB
5.39%
BARC SHT TR CP
EFAV
4.87%
EAFE MIN VOL ETF
FREL
2.75%
MSCI RL EST ETF
IEMG
2.49%
CORE MSCI EMKT
IJH
2.42%
CORE S&P MCP ETF
IJR
2.14%
CORE S&P SCP ETF
ICSH
2.06%
LIQUID INC ETF
VZ
1.83%
COM
T
1.28%
COM
AAPL
1.15%
COM
IDV
1.01%
INTL SEL DIV ETF
IVV
0.99%
CORE S&P500 ETF
DGRO
0.93%
CORE DIV GRWTH
INTC
0.9%
COM
DVY
0.82%
SELECT DIVID ETF
DNP
0.71%
COM
UPS
0.7%
CL B
LQDH
0.69%
INT RT HDG C B
HD
0.69%
COM
UTX
0.68%
COM
DIS
0.68%
COM DISNEY
GBIL
0.63%
TREASURYACCESS
BA
0.61%
COM
HYLS
0.6%
FIRST TR TA HIYL
JNJ
0.58%
COM
IWD
0.56%
RUS 1000 VAL ETF
VIG
0.54%
DIV APP ETF
MBB
0.5%
MBS ETF
IHI
0.48%
U.S. MED DVC ETF
USB
0.48%
COM NEW
TJX
0.46%
COM
BRK.B
0.43%
CL B NEW
AMGN
0.43%
COM
NWBI
0.41%
COM
QQQ
0.41%
UNIT SER 1
MSFT
0.4%
COM
PZA
0.38%
NATL AMT MUNI
PG
0.35%
COM
UNP
0.34%
COM
QUAL
0.32%
MSCI USA QLT FAC
INTF
0.3%
FCTSL MSCI INT
KO
0.29%
COM
SPY
0.28%
TR UNIT
ABBV
0.27%
COM
DSI
0.27%
MSCI KLD400 SOC
XOM
0.27%
COM
IBM
0.26%
COM
NOC
0.25%
COM
PFE
0.24%
COM
GIS
0.23%
COM
JPGB
0.23%
GLOBAL BD OPRT
EAGG
0.21%
ESG US AGR BD
JPM
0.2%
COM
PRFZ
0.2%
FTSE RAFI 1500
NUV
0.19%
COM
ARNC
0.19%
COM
CAT
0.18%
COM
PEP
0.18%
COM
ACWV
0.17%
CNTRY MIN VL ETF
FTY
0.17%
REAL EST 50 ETF
FHLC
0.17%
MSCI HLTH CARE I
RVT
0.16%
COM
VNQ
0.16%
REIT ETF
VEEV
0.15%
CL A COM
CLNC
0.15%
CL A
WM
0.15%
COM
DE
0.14%
COM
ACWX
0.14%
MSCI ACWI US ETF
RTN
0.14%
COM NEW
HON
0.14%
COM
FUTY
0.14%
MSCI UTILS INDEX
FDN
0.13%
DJ INTERNT IDX
UNH
0.13%
COM
EEMV
0.12%
EM MK MINVOL ETF
FTEC
0.12%
MSCI INFO TECH I
CRBN
0.12%
MSCI LW CRB TG
VGT
0.11%
INF TECH ETF
EMR
0.11%
COM
SUSB
0.11%
ESG 1 5 YR USD
ESGD
0.11%
MSCI EAFE ESG
CSJ
0.1%
1-3 YR CR BD ETF
VHT
0.1%
HEALTH CAR ETF
VOO
0.1%
SHS
CSCO
0.1%
COM
MCD
0.1%
COM
ZS
0.1%
COM
APD
0.1%
COM
MRK
0.1%
COM
SPHD
0.09%
S&P500 HDL VOL
CMCSA
0.09%
CL A
OKTA
0.09%
CL A
SHYG
0.09%
0-5YR HI YL CP
ZTR
0.09%
COM
LMT
0.09%
COM
MMM
0.08%
COM
MDY
0.08%
UTSER1 S&PDCRP
EFA
0.08%
MSCI EAFE ETF
EMB
0.08%
JP MOR EM MK ETF
BHB
0.08%
COM
ITA
0.07%
U.S. AER&DEF ETF
BAC
0.07%
COM
HUM
0.07%
COM
AA
0.07%
COM
EEM
0.07%
MSCI EMG MKT ETF
CI
0.07%
COM
ESGV
0.07%
ESG US STK ETF
GWW
0.07%
COM
AMZN
0.07%
COM
ADP
0.06%
COM
FLTB
0.06%
LTD TRM BD ETF
PTY
0.06%
COM
BKLN
0.06%
SR LN ETF
NVG
0.06%
COM
KEYS
0.06%
COM
COST
0.06%
COM
AXP
0.06%
COM
RFI
0.06%
COM
FIW
0.06%
COM
NUMG
0.06%
ESG MID CAP
BGRN
0.06%
GBL GREEN ETF
HA
0.05%
COM
VCIT
0.05%
INT-TERM CORP
IBB
0.05%
NASDQ BIOTEC ETF
ABT
0.05%
COM
PFF
0.05%
U.S. PFD STK ETF
ESGE
0.05%
MSCI EM ESG SE
BMY
0.05%
COM
CYBR
0.05%
SHS
ESML
0.05%
MSCI USA SMALL
CVX
0.05%
COM
LLY
0.04%
COM
ORCL
0.04%
COM
WFC
0.04%
COM
ANTM
0.04%
COM
DHR
0.04%
COM
GE
0.04%
COM
FDX
0.04%
COM
CIEN
0.04%
COM NEW
IHF
0.04%
US HLTHCR PR ETF
CWST
0.04%
CL A
PSA
0.04%
COM
CAC
0.04%
COM
RGEN
0.04%
COM
ES
0.04%
COM
GH
0.04%
COM
LEG
0.04%
COM
HDV
0.04%
HIGH DIVIDND ETF
OMP
0.04%
COM UNITS REPS
VYM
0.04%
HIGH DIV YLD
CEQP
0.03%
UNIT LTD PARTNER
IYC
0.03%
U.S. CNSM SV ETF
CIBR
0.03%
FD NASDAQ CEA CYB
UHT
0.03%
SH BEN INT
NVDA
0.03%
COM
BAX
0.03%
COM
CSQ
0.03%
COM SH BEN INT
TSN
0.03%
CL A
BSD
0.03%
COM
NXQ
0.03%
SH BEN INT
GLW
0.03%
COM
VOT
0.03%
MCAP GR IDXVIP
ARWR
0.03%
COM
ERI
0.03%
COM
MA
0.03%
CL A
CARB
0.03%
COM
IR
0.03%
SHS
SWK
0.03%
COM
PAYS
0.03%
COM
BDX
0.03%
COM
DD
0.02%
COM
VFC
0.02%
COM
DTE
0.02%
COM
TMO
0.02%
COM
ITW
0.02%
COM
AMT
0.02%
COM
SKYY
0.02%
ISE CLOUD COMP
AOR
0.02%
GRWT ALLOCAT ETF
AWK
0.02%
COM
MAR
0.02%
CL A
IAU
0.02%
ISHARES
DG
0.02%
COM
WMT
0.02%
COM
GLD
0.02%
GOLD SHS
LH
0.02%
COM NEW
SWIR
0.02%
COM
STAA
0.02%
COM PAR $0.01
PHM
0.02%
COM
CSX
0.02%
COM
F
0.02%
COM PAR $0.01
IWW
0.02%
RUS 3000 VAL ETF
KMB
0.02%
COM
MTT
0.02%
COM
MYL
0.02%
SHS EURO
ADI
0.02%
COM
CTST
0.02%
COM
GDV
0.02%
COM
IWM
0.02%
RUSSELL 2000 ETF
COO
0.02%
COM NEW
COP
0.02%
COM
TRV
0.02%
COM
DUK
0.02%
COM NEW
PSX
0.02%
COM
SBUX
0.02%
COM
EOT
0.02%
COM SHS
SYK
0.02%
COM
XT
0.02%
EXPONEN TECHNO
VWO
0.02%
FTSE EMR MKT ETF
MCHP
0.02%
COM
DEO
0.02%
SPON ADR NEW
DOW
0.02%
COM
SIX
0.02%
COM
PYPL
0.02%
COM
GSK
0.02%
SPONSORED ADR
VTI
0.02%
TOTAL STK MKT
D
0.01%
COM
BLK
0.01%
COM
HAL
0.01%
COM
MO
0.01%
COM
IWF
0.01%
RUS 1000 GRW ETF
FEYE
0.01%
COM
WPRT
0.01%
COM NEW
HOG
0.01%
COM
FB
0.01%
CL A
EWBC
0.01%
COM
CTSH
0.01%
CL A
WBS
0.01%
COM
AON
0.01%
SHS CL A
RIO
0.01%
SPONSORED ADR
PDCO
0.01%
COM
APH
0.01%
CL A
PEG
0.01%
COM
RGR
0.01%
COM
MPC
0.01%
COM
GRMN
0.01%
SHS
KR
0.01%
COM
IEUR
0.01%
CORE MSCI EURO
VNO
0.01%
SH BEN INT
VTR
0.01%
COM
CVS
0.01%
COM
SRLN
0.01%
BLKSTN GSOSRLN
PNC
0.01%
COM
BPMC
0.01%
COM
FBT
0.01%
NY ARCA BIOTECH
UCBI
0.01%
COM
FTS
0.01%
COM
MGEE
0.01%
COM
MLHR
0.01%
COM
XRX
0.01%
COM NEW
SCHW
0.01%
COM
ZMH
0.01%
COM
AOM
0.01%
MODERT ALLOC ETF
MET
0.01%
COM
SLV
0.01%
ISHARES
TROW
0.01%
COM
GER
0.01%
COM
HMC
0.01%
AMERN SHS
XLV
0.01%
SBI HEALTHCARE
FDMO
0.01%
MOMENTUM FACTR
DANAHER ...
0.01%
CONVERTIBLE
HAS
0.01%
COM
NZF
0.01%
COM SH BEN INT
MFC
0.01%
COM
CIU
0.01%
INTERM CR BD ETF
TFX
0.01%
COM
NCR
0.01%
COM
IYH
0.01%
US HLTHCARE ETF
GTX
0.01%
COM
NLY
0.01%
COM
CAH
0.01%
COM
O
0.01%
COM
FE
0.01%
COM
IBUY
0.01%
ONLIN RETL ETF
BC
0.01%
COM
C
0.01%
COM NEW
STX
0.01%
SHS
FXD
0.01%
CONSUMR DISCRE
SCCO
0.01%
COM
APLE
0.01%
COM NEW
TAK
< 0.01%
SPONSORED ADS
SON
< 0.01%
COM
STZ
< 0.01%
CL A
WTR
< 0.01%
COM
AIMC
< 0.01%
COM
EBAY
< 0.01%
COM
STT
< 0.01%
COM
SLB
< 0.01%
COM
IWP
< 0.01%
RUS MD CP GR ETF
YUMC
< 0.01%
COM
WRTC
< 0.01%
COM
SUSC
< 0.01%
ESG USD CORPT
JBGS
< 0.01%
COM
SRCL
< 0.01%
COM
RLJ/PA
< 0.01%
CUM CONV PFD A
IYW
< 0.01%
U.S. TECH ETF
EBIX
< 0.01%
COM NEW
ADBE
< 0.01%
COM
OXY
< 0.01%
COM
POST
< 0.01%
COM
BK
< 0.01%
COM
IWS
< 0.01%
RUS MDCP VAL ETF
DFS
< 0.01%
COM
GILD
< 0.01%
COM
XLNX
< 0.01%
COM
VCSH
< 0.01%
SHRT TRM CORP BD
EMTL
< 0.01%
SPDR DBLELN EMRG
FNB
< 0.01%
COM
CBU
< 0.01%
COM
CB
< 0.01%
COM
EFG
< 0.01%
EAFE GRWTH ETF
VB
< 0.01%
SMALL CP ETF
WDC
< 0.01%
COM
V
< 0.01%
COM CL A
WBA
< 0.01%
COM
ATLAS AI...
< 0.01%
CONVERTIBLE
APU
< 0.01%
UNIT L P INT
BND
< 0.01%
TOTAL BND MRKT
TIP
< 0.01%
TIPS BD ETF
WFC/PL
< 0.01%
PERP PFD CNV A
AIG
< 0.01%
COM NEW
VERINT S...
< 0.01%
CONVERTIBLE
ILLUMINA...
< 0.01%
CONVERTIBLE
IEFA
< 0.01%
CORE MSCI EAFE
CNDT
< 0.01%
COM
TEX
< 0.01%
COM
PPL
< 0.01%
COM
FVD
< 0.01%
SHS
AL
< 0.01%
CL A
EXC
< 0.01%
COM
REZI
< 0.01%
COM
ICLN
< 0.01%
GL CLEAN ENE ETF
FCAU
< 0.01%
SHS
WH
< 0.01%
COM
TRI
< 0.01%
COM NEW
TOT
< 0.01%
SPONSORED ADR
YETI
< 0.01%
COM
IWO
< 0.01%
RUS 2000 GRW ETF
KMI
< 0.01%
COM
LAC
< 0.01%
COM NEW
DELL
< 0.01%
CL C
PBI
< 0.01%
COM
WAB
< 0.01%
COM
LARE
< 0.01%
TIERRA XP LATIN
BGS
< 0.01%
COM
NUE
< 0.01%
COM
UE
< 0.01%
COM
ASTE
< 0.01%
COM
HRC
< 0.01%
COM
AGN
< 0.01%
SHS
PAYX
< 0.01%
COM
WYN
< 0.01%
COM
GOOG
< 0.01%
CAP STK CL C
RWLK
< 0.01%
SHS
ZTS
< 0.01%
CL A
GOOGL
< 0.01%
CAP STK CL A
DSX
< 0.01%
COM
VOD
< 0.01%
SPNSR ADR NO PAR
CELG
< 0.01%
COM
LEVI
< 0.01%
CL A COM STK
MIC
< 0.01%
MEMBERSHIP INT
FLDR
< 0.01%
LOW DURTIN ETF
NWL
< 0.01%
COM
ETH
< 0.01%
COM
RHT
< 0.01%
COM
MDSO
< 0.01%
COM
ENB
< 0.01%
COM
PANW
< 0.01%
COM
KHC
< 0.01%
COM
TUP
< 0.01%
COM
VMW
< 0.01%
CL A COM
JHI
< 0.01%
COM
MLPX
< 0.01%
GLB X MLP ENRG I
TXN
< 0.01%
COM
TWTR
< 0.01%
COM
CRON
< 0.01%
COM
HYG
< 0.01%
IBOXX HI YD ETF
AEP
< 0.01%
COM
RPM
< 0.01%
COM
FIT
< 0.01%
CL A
BMRN
< 0.01%
COM
UIS
< 0.01%
COM NEW
FVE
< 0.01%
COM
ASIX
< 0.01%
COM
NM
< 0.01%
COM
FDVV
2.44%
CORE DIVID ETF
CL
0.08%
COM
DWDP
0.08%
COM
IYR
0.08%
U.S. REAL ES ETF
VPU
0.06%
UTILITIES ETF
NUSC
0.04%
ESG SMALL CAP
ROKU
0.03%
CL A
SO
0.03%
COM
MDLZ
0.02%
CL A
HCP
0.01%
COM
AIEQ
0.01%
AI POWERED EQT
MMD
0.01%
COM
PWR
0.01%
COM
AGR
0.01%
COM
FSIC
0.01%
COM
BTI
0.01%
SPONSORED ADR
TCO
0.01%
COM
KTF
0.01%
COM
GRNB
< 0.01%
GREEN BD ETF
CC
< 0.01%
COM
CINF
< 0.01%
COM
THRM
< 0.01%
COM
WHR
< 0.01%
COM
DGS
< 0.01%
EMG MKTS SMCAP
JBLU
< 0.01%
COM
AVNS
< 0.01%
COM
NEE
< 0.01%
COM
DHF
< 0.01%
SH BEN INT
RDS/A
< 0.01%
SPONS ADR A
WY
< 0.01%
COM
TGT
< 0.01%
COM
SBRA
< 0.01%
COM
MCK
< 0.01%
COM
VC
< 0.01%
COM NEW
UNIT
< 0.01%
COM
PM
< 0.01%
COM