CIK: 0001005817
申报总市值
US$14.3亿
仅显示前 200 大持股（共 393 只）
| # | 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 | 8.89% | +0.36% | -4.38% | |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 6.17% | — | -0.77% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 5.71% | — | +0.10% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 4.63% | — | +0.48% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.68% | — | +0.72% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.36% | -0.01% | +0.20% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.83% | — | -1.21% | |
| 8 | OPY | Oppenheimer Holdings Inc. | 股票-其他 | 2.69% | — | +0.36% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.49% | -0.08% | -1.22% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.92% | — | -2.19% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.79% | +0.11% | +6.56% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.57% | -0.67% | +2.28% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.49% | — | +0.63% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.28% | — | +5.41% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | -0.06% | -1.47% | |
| 16 | HD | Home Depot INC | 股票-周期性消费 | 1.23% | -0.05% | -0.58% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.12% | -0.92% | +27.22% | |
| 18 | GLW | Corning INC | 股票-科技 | 1.08% | +0.10% | +1.54% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.07% | -0.29% | -0.40% | |
| 20 | OPY | Oppenheimer Holdings Inc. | 股票-其他 | 1.03% | — | +1.90% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.03% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.96% | — | +3.40% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 0.96% | +0.40% | +0.85% | |
| 24 | PEP | Pepsico INC | 股票-非周期性消费 | 0.95% | -0.22% | +1.23% | |
| 25 | VZ | Verizon Communications INC | 股票-通信服务 | 0.94% | — | +1.37% | |
| 26 | MMM | 3m Co | 股票-工业 | 0.94% | — | -0.92% | |
| 27 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.93% | +0.03% | -1.37% | |
| 28 | ✓ | 股票-其他 | 0.88% | — | +2.82% | ||
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.88% | — | +12.64% | |
| 30 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.82% | — | +1.95% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.82% | — | -0.89% | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.81% | — | +1.91% | |
| 33 | WM | Waste Management INC | 股票-工业 | 0.80% | — | +0.89% | |
| 34 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.80% | — | +23.34% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事业 | 0.78% | — | +4.66% | |
| 36 | HON | Honeywell International INC | 股票-工业 | 0.72% | -0.93% | EXIT | |
| 37 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.71% | — | +2.94% | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.70% | — | +2.35% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.69% | +0.26% | +1.75% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.66% | — | -1.29% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.66% | +0.16% | -13.39% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工业 | 0.64% | — | +2421.92% | |
| 43 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.64% | — | +3.35% | |
| 44 | GD | General Dynamics CORP | 股票-工业 | 0.63% | — | +0.19% | |
| 45 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.62% | — | +0.79% | |
| 46 | BBTUSD | Bb&t CORP | 股票-其他 | 0.62% | — | +1.49% | |
| 47 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.61% | — | +1.86% | |
| 48 | PYPL | Paypal Holdings INC | 股票-金融 | 0.60% | — | -0.75% | |
| 49 | SO | Southern Co/the | 股票-公用事业 | 0.60% | — | +6.08% | |
| 50 | BND | Vanguard Total Bond Market | ETF-其他 | 0.58% | — | +56.64% |