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 | 5.59% | +0.24% | -36.30% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.28% | -0.66% | -9.66% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.39% | -0.19% | -3.62% | |
| 4 | ABT | Abbott Laboratories | 股票-医疗保健 | 3.09% | -0.18% | -1.24% | |
| 5 | ABBV | Abbvie INC | 股票-医疗保健 | 3.03% | -0.15% | -2.24% | |
| 6 | T | At&t INC | 股票-通信服务 | 2.86% | — | -24.42% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.65% | — | -10.93% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.42% | +0.38% | -12.39% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.39% | -0.73% | — | |
| 10 | VZ | Verizon Communications INC | 股票-通信服务 | 2.15% | +0.23% | -25.60% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.04% | +0.64% | -19.32% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.89% | — | -10.67% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.71% | +0.13% | -23.21% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | -0.54% | -12.03% | |
| 15 | INTC | Intel CORP | 股票-科技 | 1.68% | — | -17.11% | |
| 16 | D | Dominion Energy INC | 股票-公用事业 | 1.63% | — | -2.85% | |
| 17 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.41% | -0.13% | -2.07% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.34% | -0.20% | -10.15% | |
| 19 | AMGN | Amgen INC | 股票-医疗保健 | 1.27% | — | -0.70% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | -0.16% | -30.96% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.16% | — | +6.27% | |
| 22 | UNP | Union Pacific CORP | 股票-工业 | 1.16% | — | -2.31% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.13% | — | +6.59% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.13% | — | -2.24% | |
| 25 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.06% | — | -6.53% | |
| 26 | PAYX | Paychex INC | 股票-科技 | 1.05% | -0.14% | -13.17% | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 1.00% | — | -18.42% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.98% | — | -5.28% | |
| 29 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.95% | — | +0.04% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | -0.10% | -20.48% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.95% | -0.17% | -16.82% | |
| 32 | USB | US Bancorp | 股票-金融 | 0.94% | — | +17.49% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.90% | — | -9.07% | |
| 34 | MMM | 3m Co | 股票-工业 | 0.90% | — | -10.06% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.87% | -0.79% | EXIT | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.86% | — | -5.73% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.80% | — | -17.45% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.78% | -0.11% | -9.21% | |
| 39 | DUK | Duke Energy CORP | 股票-公用事业 | 0.76% | — | +0.05% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | — | -5.93% | |
| 41 | SO | Southern Co/the | 股票-公用事业 | 0.69% | — | -6.57% | |
| 42 | ADP | Automatic Data Processing | 股票-科技 | 0.67% | — | -7.77% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.66% | +0.20% | -35.40% | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.65% | — | +0.46% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.64% | — | -4.43% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.63% | -0.11% | -8.25% | |
| 47 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.62% | — | -3.93% | |
| 48 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.62% | — | -4.21% | |
| 49 | CAT | Caterpillar INC | 股票-工业 | 0.60% | +0.34% | -11.44% | |
| 50 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.59% | — | +4.28% |