CIK: 0001736260
申报总市值
US$3.4亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TMP | Tompkins Financial CORP | 股票-其他 | 6.54% | +0.24% | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.85% | -0.66% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.45% | -0.19% | — | |
| 4 | ABBV | Abbvie INC | 股票-医疗保健 | 4.37% | -0.15% | — | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.06% | +0.13% | — | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 3.05% | +0.64% | — | |
| 7 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.47% | -0.18% | — | |
| 8 | T | At&t INC | 股票-通信服务 | 2.43% | — | — | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.34% | — | — | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.04% | -0.73% | — | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.02% | — | — | |
| 12 | VZ | Verizon Communications INC | 股票-通信服务 | 1.98% | +0.23% | — | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.85% | +0.38% | — | |
| 14 | MMM | 3m Co | 股票-工业 | 1.59% | — | — | |
| 15 | INTC | Intel CORP | 股票-科技 | 1.53% | — | — | |
| 16 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.47% | — | — | |
| 17 | PAYX | Paychex INC | 股票-科技 | 1.46% | -0.14% | — | |
| 18 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.30% | -0.13% | — | |
| 19 | D | Dominion Energy INC | 股票-公用事业 | 1.28% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.26% | -0.20% | — | |
| 21 | UNP | Union Pacific CORP | 股票-工业 | 1.13% | — | — | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | -0.54% | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.07% | — | — | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.02% | +0.20% | — | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 1.01% | -0.17% | — | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.98% | — | — | |
| 27 | AMGN | Amgen INC | 股票-医疗保健 | 0.97% | — | — | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.96% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | -0.10% | — | |
| 30 | GIS | General Mills INC | 股票-非周期性消费 | 0.93% | -0.11% | — | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.90% | — | — | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.90% | — | — | |
| 33 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.88% | — | — | |
| 34 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.87% | — | — | |
| 35 | USB | US Bancorp | 股票-金融 | 0.83% | — | — | |
| 36 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.83% | — | — | |
| 37 | SO | Southern Co/the | 股票-公用事业 | 0.82% | — | — | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 0.74% | — | — | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.74% | — | — | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.72% | -0.79% | EXIT | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.71% | -0.11% | — | |
| 42 | DUK | Duke Energy CORP | 股票-公用事业 | 0.68% | — | — | |
| 43 | ED | Consolidated Edison INC | 股票-公用事业 | 0.68% | — | — | |
| 44 | CAT | Caterpillar INC | 股票-工业 | 0.65% | +0.34% | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.16% | — | |
| 46 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.63% | — | — | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.63% | — | — | |
| 48 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.62% | — | — | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.62% | — | — | |
| 50 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.61% | — | — |