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Stock Style
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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
80
15
22
3
6
0
46
10
13
MASCOMA WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings379

Total Value ($x1000)131,014
Activities
New16

Increased63

Unchanged233

Decreased67

Sold Out38

Top 10 Stock Holdingstotal 62.89%
USMV15.89

IWZ9.27

JPST8.38

SCPB7.35

AGG6.48

 
EFAV4.68

FDVV3.75

FREL2.53

IJH2.43

IJR2.13

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
USMV
15.89%
USA MIN VOL ETF
IWZ
9.27%
RUS 3000 GRW ETF
JPST
8.38%
ULTRA SHRT INC
SCPB
7.35%
BARC SHT TR CP
AGG
6.48%
CORE TOTUSBD ETF
EFAV
4.68%
EAFE MIN VOL ETF
FDVV
3.75%
CORE DIVID ETF
FREL
2.53%
MSCI RL EST ETF
IJH
2.43%
CORE S&P MCP ETF
IJR
2.13%
CORE S&P SCP ETF
VZ
1.98%
COM
SRLN
1.95%
BLKSTN GSOSRLN
IEMG
1.71%
CORE MSCI EMKT
IVV
1.33%
CORE S&P500 ETF
AAPL
1.13%
COM
T
1.05%
COM
IDV
0.97%
INTL SEL DIV ETF
LQDH
0.89%
INT RT HDG C B
BA
0.85%
COM
PG
0.85%
COM
VIG
0.82%
DIV APP ETF
INTC
0.75%
COM
DNP
0.73%
COM
JNJ
0.67%
COM
DVY
0.61%
SELECT DIVID ETF
UPS
0.59%
CL B
UTX
0.55%
COM
DIS
0.53%
COM DISNEY
BRK.B
0.5%
CL B NEW
ABBV
0.47%
COM
IHI
0.45%
U.S. MED DVC ETF
AMGN
0.45%
COM
MSFT
0.44%
COM
INTF
0.42%
FCTSL MSCI INT
RVT
0.37%
COM
QQQ
0.36%
UNIT SER 1
FUTY
0.35%
MSCI UTILS INDEX
KO
0.33%
COM
PAYX
0.33%
COM
PFE
0.33%
COM
TJX
0.33%
COM
JPGB
0.32%
GLOBAL BD OPRT
XOM
0.3%
COM
SPY
0.29%
TR UNIT
DGRO
0.28%
CORE DIV GRWTH
UNP
0.28%
COM
FHLC
0.27%
MSCI HLTH CARE I
NWBI
0.27%
COM
CAT
0.25%
COM
DSI
0.25%
MSCI KLD400 SOC
IBM
0.25%
COM
NOC
0.23%
COM
PEP
0.22%
COM
HD
0.22%
COM
DE
0.22%
COM
NUV
0.21%
COM
CLNC
0.19%
CL A
RTN
0.18%
COM NEW
JPM
0.18%
COM
FDN
0.18%
DJ INTERNT IDX
DHR
0.17%
COM
UNH
0.17%
COM
EMR
0.16%
COM
VNQ
0.16%
REIT ETF
MRK
0.15%
COM
ARNC
0.15%
COM
ITA
0.14%
U.S. AER&DEF ETF
SUSB
0.14%
ESG 1 5 YR USD
WM
0.14%
COM
NUBD
0.13%
ESG US AGGRGTE
HDV
0.13%
HIGH DIVIDND ETF
HON
0.13%
COM
MMM
0.13%
COM
PCAR
0.12%
COM
VHT
0.11%
HEALTH CAR ETF
CSJ
0.11%
1-3 YR CR BD ETF
CRBN
0.11%
MSCI LW CRB TG
VOO
0.11%
SHS
EOT
0.11%
COM SHS
VGT
0.11%
INF TECH ETF
MCD
0.1%
COM
SPHD
0.1%
S&P500 HDL VOL
CI
0.1%
COM
VEEV
0.1%
CL A COM
COST
0.1%
COM
AA
0.1%
COM
HUM
0.09%
COM
GLW
0.09%
COM
CSCO
0.09%
COM
CMCSA
0.09%
CL A
EFA
0.09%
MSCI EAFE ETF
ESGD
0.09%
MSCI EAFE ESG
DWDP
0.09%
COM
VOT
0.09%
MCAP GR IDXVIP
MDY
0.09%
UTSER1 S&PDCRP
APD
0.08%
COM
IHF
0.08%
US HLTHCR PR ETF
BHB
0.08%
COM
CL
0.08%
COM
ZTR
0.08%
COM
PZA
0.08%
NATL AMT MUNI
BAC
0.08%
COM
NEAR
0.08%
SHT MAT BD ETF
EMB
0.07%
JP MOR EM MK ETF
LMT
0.07%
COM
IYR
0.07%
U.S. REAL ES ETF
SCHW
0.07%
COM
BKLN
0.07%
SR LN ETF
BMY
0.07%
COM
GE
0.07%
COM
NVG
0.07%
COM
IBB
0.06%
NASDQ BIOTEC ETF
ADP
0.06%
COM
KMB
0.06%
COM
PTY
0.06%
COM
VPU
0.06%
UTILITIES ETF
FTY
0.06%
REAL EST 50 ETF
HA
0.06%
COM
AMZN
0.06%
COM
OKTA
0.06%
CL A
LLY
0.06%
COM
PFF
0.06%
U.S. PFD STK ETF
AXP
0.05%
COM
RFI
0.05%
COM
ABT
0.05%
COM
WFC
0.05%
COM
KEYS
0.05%
COM
AIEQ
0.05%
AI POWERED EQT
FDX
0.05%
COM
LOW
0.05%
COM
CVX
0.05%
COM
ANTM
0.05%
COM
ESGE
0.04%
MSCI EM ESG SE
ORCL
0.04%
COM
LEG
0.04%
COM
CSQ
0.04%
COM SH BEN INT
FIW
0.04%
COM
PSA
0.04%
COM
ES
0.04%
COM
NUSC
0.04%
ESG SMALL CAP
VYM
0.04%
HIGH DIV YLD
BLK
0.04%
COM
SKYY
0.04%
ISE CLOUD COMP
CAC
0.04%
COM
CRON
0.04%
COM
NXQ
0.04%
SH BEN INT
IYC
0.03%
U.S. CNSM SV ETF
GSK
0.03%
SPONSORED ADR
EEMV
0.03%
EM MK MINVOL ETF
CYBR
0.03%
SHS
STX
0.03%
SHS
CWST
0.03%
CL A
NVDA
0.03%
COM
BSD
0.03%
COM
VCIT
0.03%
INT-TERM CORP
BNDX
0.03%
INTL BD IDX ETF
ZS
0.03%
COM
NUMG
0.03%
ESG MID CAP
UHT
0.03%
SH BEN INT
TRV
0.03%
COM
SWK
0.03%
COM
SO
0.03%
COM
BDX
0.03%
COM
USB
0.03%
COM NEW
TSN
0.03%
CL A
DTE
0.02%
COM
IR
0.02%
SHS
FEYE
0.02%
COM
MA
0.02%
CL A
ITW
0.02%
COM
VFC
0.02%
COM
IAU
0.02%
ISHARES
AOR
0.02%
GRWT ALLOCAT ETF
GLD
0.02%
GOLD SHS
NEE
0.02%
COM
TMO
0.02%
COM
SIX
0.02%
COM
TEX
0.02%
COM
MTT
0.02%
COM
MDLZ
0.02%
CL A
COP
0.02%
COM
AMT
0.02%
COM
VCSH
0.02%
SHRT TRM CORP BD
DG
0.02%
COM
VEA
0.02%
FTSE DEV MKT ETF
AWK
0.02%
COM
VWO
0.02%
FTSE EMR MKT ETF
MAR
0.02%
CL A
PSX
0.02%
COM
WMT
0.02%
COM
CSX
0.02%
COM
PHM
0.02%
COM
SBUX
0.02%
COM
GDV
0.02%
COM
FLTB
0.02%
LTD TRM BD ETF
DUK
0.02%
COM NEW
F
0.02%
COM PAR $0.01
ACWV
0.02%
CNTRY MIN VL ETF
MO
0.02%
COM
VTR
0.02%
COM
LH
0.02%
COM NEW
ADI
0.02%
COM
COO
0.02%
COM NEW
IWM
0.02%
RUSSELL 2000 ETF
MCHP
0.02%
COM
FTEC
0.02%
MSCI INFO TECH I
CVS
0.02%
COM
D
0.02%
COM
DEO
0.02%
SPON ADR NEW
MMD
0.02%
COM
HCP
0.02%
COM
CTSH
0.02%
CL A
HOG
0.02%
COM
WBS
0.02%
COM
SYK
0.02%
COM
SWIR
0.02%
COM
CIEN
0.01%
COM NEW
AGR
0.01%
COM
EWBC
0.01%
COM
MPC
0.01%
COM
RSP
0.01%
S&P500 EQL WGT
IWF
0.01%
RUS 1000 GRW ETF
BABY
0.01%
COM
RGR
0.01%
COM
VNO
0.01%
SH BEN INT
SLB
0.01%
COM
APH
0.01%
CL A
PEG
0.01%
COM
PDCO
0.01%
COM
HYG
0.01%
IBOXX HI YD ETF
PWR
0.01%
COM
NUE
0.01%
COM
FB
0.01%
CL A
FSIC
0.01%
COM
AON
0.01%
SHS CL A
PYPL
0.01%
COM
RIO
0.01%
SPONSORED ADR
IEUR
0.01%
CORE MSCI EURO
IWD
0.01%
RUS 1000 VAL ETF
VTI
0.01%
TOTAL STK MKT
GRMN
0.01%
SHS
GIS
0.01%
COM
IYH
0.01%
US HLTHCARE ETF
PNC
0.01%
COM
MDT
0.01%
SHS
FTS
0.01%
COM
KHC
0.01%
COM
FBT
0.01%
NY ARCA BIOTECH
MGEE
0.01%
COM
SQM
0.01%
SPON ADR SER B
TCO
0.01%
COM
ACN
0.01%
SHS CLASS A
UCBI
0.01%
COM
WPRT
0.01%
COM NEW
NLY
0.01%
COM
ZMH
0.01%
COM
XLV
0.01%
SBI HEALTHCARE
BTI
0.01%
SPONSORED ADR
XT
0.01%
EXPONEN TECHNO
KTF
0.01%
COM
MBB
0.01%
MBS ETF
MET
0.01%
COM
GER
0.01%
COM
HMC
0.01%
AMERN SHS
FDMO
0.01%
MOMENTUM FACTR
VEU
0.01%
ALLWRLD EX US
NZF
0.01%
COM SH BEN INT
TROW
0.01%
COM
HAS
0.01%
COM
MFC
0.01%
COM
AMJ
0.01%
ALERIAN ML ETN
DANAHER ...
0.01%
CONVERTIBLE
GTX
0.01%
COM
O
0.01%
COM
FE
0.01%
COM
COF
0.01%
COM
HEDJ
0.01%
EUROPE HEDGED EQ
FXD
0.01%
CONSUMR DISCRE
NCR
0.01%
COM
XRX
0.01%
COM NEW
APLE
0.01%
COM NEW
CWEN
0.01%
CL C
TFX
0.01%
COM
WBA
0.01%
COM
STZ
< 0.01%
CL A
C
< 0.01%
COM NEW
SCCO
< 0.01%
COM
WTR
< 0.01%
COM
RPM
< 0.01%
COM
VGK
< 0.01%
FTSE EUROPE ETF
CNP
< 0.01%
COM
STT
< 0.01%
COM
EBAY
< 0.01%
COM
YUMC
< 0.01%
COM
GRNB
< 0.01%
GREEN BD ETF
AIMC
< 0.01%
COM
IWP
< 0.01%
RUS MD CP GR ETF
PCG
< 0.01%
COM
RLJ/PA
< 0.01%
CUM CONV PFD A
BK
< 0.01%
COM
OXY
< 0.01%
COM
SON
< 0.01%
COM
GILD
< 0.01%
COM
THRM
< 0.01%
COM
DVMT
< 0.01%
COM CL V
POST
< 0.01%
COM
ITRI
< 0.01%
COM
EBIX
< 0.01%
COM NEW
JBGS
< 0.01%
COM
SRCL
< 0.01%
COM
IWS
< 0.01%
RUS MDCP VAL ETF
CB
< 0.01%
COM
IBUY
< 0.01%
ONLIN RETL ETF
KMI
< 0.01%
COM
IWO
< 0.01%
RUS 2000 GRW ETF
RQI
< 0.01%
COM
IYW
< 0.01%
U.S. TECH ETF
VERINT S...
< 0.01%
CONVERTIBLE
VB
< 0.01%
SMALL CP ETF
WFC/PL
< 0.01%
PERP PFD CNV A
WDC
< 0.01%
COM
CC
< 0.01%
COM
XLNX
< 0.01%
COM
AMLP
< 0.01%
ALERIAN MLP
ILLUMINA...
< 0.01%
CONVERTIBLE
PPL
< 0.01%
COM
FCAU
< 0.01%
SHS
CNDT
< 0.01%
COM
NVS
< 0.01%
SPONSORED ADR
ATLAS AI...
< 0.01%
CONVERTIBLE
APU
< 0.01%
UNIT L P INT
EFG
< 0.01%
EAFE GRWTH ETF
DFS
< 0.01%
COM
AVNS
< 0.01%
COM
JBLU
< 0.01%
COM
FNB
< 0.01%
COM
TMUS
< 0.01%
COM
BAX
< 0.01%
COM
VOD
< 0.01%
SPNSR ADR NO PAR
AL
< 0.01%
CL A
TIP
< 0.01%
TIPS BD ETF
ICLN
< 0.01%
GL CLEAN ENE ETF
EEM
< 0.01%
MSCI EMG MKT ETF
EXG
< 0.01%
COM
GPC
< 0.01%
COM
NWL
< 0.01%
COM
WYN
< 0.01%
COM
HRC
< 0.01%
COM
WH
< 0.01%
COM
EXC
< 0.01%
COM
AIG
< 0.01%
COM NEW
UE
< 0.01%
COM
ASTE
< 0.01%
COM
TUP
< 0.01%
COM
ZTS
< 0.01%
CL A
AGN
< 0.01%
SHS
LAC
< 0.01%
COM NEW
DSX
< 0.01%
COM
SBRA
< 0.01%
COM
DHF
< 0.01%
SH BEN INT
MIC
< 0.01%
MEMBERSHIP INT
ENB
< 0.01%
COM
MCK
< 0.01%
COM
TEVA
< 0.01%
ADR
FLDR
< 0.01%
LOW DURTIN ETF
TGT
< 0.01%
COM
GNR
< 0.01%
GLB NAT RESRCE
FDRR
< 0.01%
DIVID ETF RISI
MDSO
< 0.01%
COM
ETH
< 0.01%
COM
BMRN
< 0.01%
COM
AEP
< 0.01%
COM
UNIT
< 0.01%
COM
VC
< 0.01%
COM NEW
FIT
< 0.01%
CL A
ASIX
< 0.01%
COM
PM
< 0.01%
COM
FVE
< 0.01%
COM
NAVIOS M...
< 0.01%
STOCK
MGA
0.63%
COM
ICVT
0.35%
CONV BD ETF
SNV
0.28%
COM NEW
GDX
0.21%
GOLD MINERS ETF
INGN
0.16%
COM
K
0.14%
COM
URA
0.11%
GLOBAL X URANIUM
OMP
0.1%
COM UNITS REPS
CI
0.09%
COM
CLX
0.09%
COM
SIL
0.07%
GLOBAL X SILVER
DBC
0.07%
UNIT
GDXJ
0.06%
JR GOLD MINERS E
DBA
0.06%
AGRICULTURE FD
PX
0.03%
COM
GS
0.02%
COM
OLED
0.02%
COM
WPC
0.02%
COM
GM
0.02%
COM
IXN
0.02%
GLOBAL TECH ETF
ESRX
0.01%
COM
VNQI
0.01%
GLB EX US ETF
MTUM
0.01%
MSCI USAMOMFCT
AET
0.01%
COM
NXP
0.01%
SH BEN INT
EWT
0.01%
MSCI TAIWAN ETF
FTV
< 0.01%
COM
MU
< 0.01%
COM
UNM
< 0.01%
COM
BIOMARIN...
< 0.01%
CONVERTIBLE
IFN
< 0.01%
COM
RPM INTL...
< 0.01%
CONVERTIBLE
VSM
< 0.01%
COM
CDK
< 0.01%
COM
BHF
< 0.01%
COM
CRC
< 0.01%
COM NEW
RDVY
< 0.01%
FIRST TR NASDAQ
NM
< 0.01%
COM