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 | 5.69% | +0.24% | -35.92% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.04% | -0.66% | -7.89% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.63% | -0.19% | +0.75% | |
| 4 | ABBV | Abbvie INC | 股票-医疗保健 | 3.51% | -0.15% | -1.59% | |
| 5 | ABT | Abbott Laboratories | 股票-医疗保健 | 3.28% | -0.18% | -1.74% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 2.54% | +0.64% | -18.39% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.47% | -0.73% | -7.69% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.46% | +0.38% | -3.29% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.45% | — | -9.94% | |
| 10 | VZ | Verizon Communications INC | 股票-通信服务 | 2.17% | +0.23% | -27.58% | |
| 11 | T | At&t INC | 股票-通信服务 | 2.10% | — | -27.31% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.95% | — | -6.71% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.87% | +0.13% | -28.08% | |
| 14 | INTC | Intel CORP | 股票-科技 | 1.76% | — | -20.77% | |
| 15 | D | Dominion Energy INC | 股票-公用事业 | 1.55% | — | +8.54% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | -0.54% | -8.87% | |
| 17 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.52% | -0.13% | -2.16% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.39% | -0.20% | -6.09% | |
| 19 | PAYX | Paychex INC | 股票-科技 | 1.39% | -0.14% | -12.82% | |
| 20 | UNP | Union Pacific CORP | 股票-工业 | 1.36% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.33% | -0.16% | -15.78% | |
| 22 | AMGN | Amgen INC | 股票-医疗保健 | 1.32% | — | +5.44% | |
| 23 | MMM | 3m Co | 股票-工业 | 1.26% | — | -10.94% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 1.20% | — | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.19% | — | -6.47% | |
| 26 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.15% | — | -10.38% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.05% | — | +1.73% | |
| 28 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.02% | — | +3.33% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 1.02% | -0.17% | -14.68% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.00% | — | +4.31% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.99% | — | -1.45% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.87% | — | -12.06% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 0.86% | — | -2.18% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | — | -18.33% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.84% | -0.79% | EXIT | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | -0.10% | -20.57% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.81% | -0.11% | -9.64% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.81% | — | +17.20% | |
| 39 | USB | US Bancorp | 股票-金融 | 0.75% | — | -0.08% | |
| 40 | DUK | Duke Energy CORP | 股票-公用事业 | 0.74% | — | +5.70% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | — | -2.92% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.70% | +0.20% | -35.33% | |
| 43 | SO | Southern Co/the | 股票-公用事业 | 0.65% | — | -5.08% | |
| 44 | GIS | General Mills INC | 股票-非周期性消费 | 0.63% | -0.11% | -6.76% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.63% | — | -12.95% | |
| 46 | CAT | Caterpillar INC | 股票-工业 | 0.63% | +0.34% | -11.97% | |
| 47 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.62% | — | -1.09% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.58% | — | -15.08% | |
| 49 | ED | Consolidated Edison INC | 股票-公用事业 | 0.58% | — | -13.30% | |
| 50 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.57% | — | -8.15% |