CIK: 0001005817
申报总市值
US$14.3亿
仅显示前 200 大持股（共 401 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 | 7.59% | +0.36% | -2.89% | |
| 2 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 5.41% | — | +3.09% | |
| 3 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 4.38% | — | +1.12% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.14% | — | +0.72% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.65% | -0.08% | +1.87% | |
| 6 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 3.25% | — | +0.00% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.20% | — | +0.78% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.12% | — | +0.79% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.70% | -0.01% | -0.59% | |
| 10 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 2.57% | — | +3.45% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.09% | -0.92% | +8.43% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.73% | +0.11% | -3.06% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.44% | -0.06% | +2.64% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.34% | -0.67% | +11.83% | |
| 15 | VZ | Verizon Communications INC | 股票-通信服务 | 1.21% | — | +12.05% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.19% | — | — | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 1.19% | +0.40% | +6.88% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.15% | -0.29% | +5.32% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 1.14% | -0.05% | +1.96% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 1.13% | -0.61% | +8.77% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 1.11% | -0.22% | +7.23% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.10% | — | +3.85% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.09% | — | -11.31% | |
| 24 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.06% | — | +6.33% | |
| 25 | BND | Vanguard Total Bond Market | ETF-其他 | 1.06% | — | +18.98% | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.03% | — | +7.90% | |
| 27 | HON | Honeywell International INC | 股票-工业 | 1.01% | -0.93% | EXIT | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.00% | +0.26% | +12.73% | |
| 29 | AMGN | Amgen INC | 股票-医疗保健 | 0.99% | — | +3.09% | |
| 30 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.98% | -0.21% | +3.44% | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.96% | -0.17% | +3.36% | |
| 32 | WM | Waste Management INC | 股票-工业 | 0.94% | — | +6.21% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事业 | 0.92% | — | +6.02% | |
| 34 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.87% | — | +4.55% | |
| 35 | PYPL | Paypal Holdings INC | 股票-金融 | 0.86% | — | +1.20% | |
| 36 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.86% | — | +3.57% | |
| 37 | PGX | Invesco Preferred ETF | ETF-其他 | 0.80% | — | +7.66% | |
| 38 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.77% | — | +7.63% | |
| 39 | RWJ | Invesco S&p Smallcap 600 | ETF-其他 | 0.77% | — | +7.58% | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.74% | +0.03% | — | |
| 41 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.74% | — | -0.53% | |
| 42 | BLKCHF | Blackrock INC | 股票-其他 | 0.73% | — | +5.60% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.73% | -0.26% | +2.01% | |
| 44 | DHR | Danaher CORP | 股票-医疗保健 | 0.72% | — | +2.89% | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.70% | — | +2.29% | |
| 46 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.70% | — | +5.19% | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.67% | -0.01% | +6.03% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.66% | +0.09% | +4.20% | |
| 49 | GD | General Dynamics CORP | 股票-工业 | 0.65% | — | +6.59% | |
| 50 | UPS | United Parcel Service-cl B | 股票-工业 | 0.63% | — | +6.62% |