CIK: 0000315082
Total reported value
$3.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 74.37% | -10.37% | — | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 20.06% | +7.16% | — | |
| 3 | TMP | Tompkins Financial CORP | Stock-Other | 5.57% | +3.21% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | +22.5% | — | Unchanged |
| 2 | XOM | Exxon Mobil CORP | +6% | — | Unchanged |
| 3 | TMP | Tompkins Financial CORP | +1.6% | — | Unchanged |
| 4 | LXEO | Lexeo Therapeutics INC | -30% | EXIT | Sold out |