CIK: 0001736260
申告総資産額
$3.4億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TMP | Tompkins Financial CORP | 株式-その他 | 8.30% | +0.24% | +63.28% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.31% | -0.66% | +8.07% | |
| 3 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.87% | -0.15% | +1.29% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.86% | -0.19% | +0.40% | |
| 5 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.86% | -0.18% | +0.07% | |
| 6 | VZ | Verizon Communications INC | 株式-通信サービス | 2.71% | +0.23% | +39.14% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.57% | -0.73% | +30.00% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.49% | +0.64% | +31.12% | |
| 9 | T | At&t INC | 株式-通信サービス | 2.49% | — | +41.45% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.28% | +0.13% | -4.81% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.28% | — | +9.96% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.13% | +0.38% | +6.86% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.84% | — | +26.40% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.80% | — | +13.10% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.52% | -0.16% | +121.71% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.37% | -0.54% | +18.92% | |
| 17 | D | Dominion Energy INC | 株式-公益事業 | 1.26% | — | +8.67% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.24% | -0.20% | +8.36% | |
| 19 | PAYX | Paychex INC | 株式-IT | 1.23% | -0.14% | +3.34% | |
| 20 | MMM | 3m Co | 株式-資本財 | 1.23% | — | +11.19% | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 1.22% | — | +5.13% | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.21% | -0.13% | -4.48% | |
| 23 | EMR | Emerson Electric Co | 株式-資本財 | 1.20% | — | +241.77% | |
| 24 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.15% | — | -15.05% | |
| 25 | CTLEUR | Centurylink INC | 株式-その他 | 1.12% | — | — | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.07% | — | +7.71% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 1.05% | — | -2.50% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | -0.10% | +30.38% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.91% | -0.17% | +23.58% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | +0.20% | +57.09% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.89% | — | +3.28% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.88% | — | +6.51% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.87% | — | +15.98% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.85% | — | +13.07% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.79% | -0.79% | EXIT | |
| 36 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.79% | — | -0.14% | |
| 37 | ✓ | Bny Mellon Mncpl Bnd Inf | 株式-その他 | 0.79% | — | — | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | — | +0.38% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | -0.11% | +6.36% | |
| 40 | ADP | Automatic Data Processing | 株式-IT | 0.68% | — | -5.54% | |
| 41 | USB | US Bancorp | 株式-金融 | 0.68% | — | +2.59% | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.64% | +0.34% | +34.21% | |
| 43 | DUK | Duke Energy CORP | 株式-公益事業 | 0.63% | — | -0.26% | |
| 44 | GLW | Corning INC | 株式-IT | 0.62% | +0.25% | +77.20% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | — | -3.70% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.60% | — | +10.93% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | — | +10.66% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.59% | — | +41.12% | |
| 49 | ED | Consolidated Edison INC | 株式-公益事業 | 0.57% | — | +1.47% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.55% | — | +8.84% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TMP | Tompkins Financial CORP | +2.5% | +63.28% | 増加 |
| 2 | VZ | Verizon Communications INC | +0.8% | +39.14% | 増加 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +121.71% | 増加 |
| 4 | EMR | Emerson Electric Co | +0.7% | +241.77% | 増加 |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | +0.4% | +30.00% | 増加 |
| 6 | T | At&t INC | +0.3% | +41.45% | 増加 |
| 7 | PG | Procter & Gamble Co/the | +0.3% | +9.96% | 増加 |
| 8 | INTC | Intel CORP | +0.3% | +26.40% | 増加 |
| 9 | CVX | Chevron CORP | +0.2% | +57.09% | 増加 |
| 10 | GLW | Corning INC | +0.2% | +77.20% | 増加 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +88.64% | 増加 |
| 12 | PFE | Pfizer INC | +0.2% | +52.83% | 増加 |
| 13 | LMT | Lockheed Martin CORP | +0.1% | +94.05% | 増加 |
| 14 | DGRO | Ishares Core Dividend Growth | +0.1% | +41.12% | 増加 |
| 15 | D | Dominion Energy INC | +0.1% | +8.67% | 増加 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +30.38% | 増加 |
| 17 | MCD | Mcdonald's CORP | +0.1% | +6.51% | 増加 |
| 18 | XOM | Exxon Mobil CORP | 0% | +31.12% | 増加 |
| 19 | STZ | Constellation Brands Inc-a | -0.1% | +0.71% | 増加 |
| 20 | QCOM | Qualcomm INC | -0.2% | +3.59% | 増加 |
| 21 | V | Visa Inc-class A Shares | -0.2% | -3.70% | 減少 |
| 22 | VOO | Vanguard S&p 500 ETF | -0.2% | -16.62% | 減少 |
| 23 | PAYX | Paychex INC | -0.2% | +3.34% | 増加 |
| 24 | ADP | Automatic Data Processing | -0.2% | -5.54% | 減少 |
| 25 | TMO | Thermo Fisher Scientific INC | -0.2% | -4.48% | 減少 |
| 26 | LOW | Lowe's Cos INC | -0.2% | -0.14% | 減少 |
| 27 | UNP | Union Pacific CORP | -0.3% | -2.50% | 減少 |
| 28 | AMZN | Amazon.com INC | -0.3% | +0.38% | 増加 |
| 29 | ITOT | Ishares Core S&p Total U.s. | -0.3% | +6.86% | 増加 |
| 30 | FPE | Ft-preferred Secur & INC ETF | -0.4% | -15.05% | 減少 |
| 31 | JNJ | Johnson & Johnson | -0.4% | -4.81% | 減少 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | +0.40% | 増加 |
| 33 | AAPL | Apple INC | -1.7% | +8.07% | 増加 |
| 34 | CTLEUR | Centurylink INC | — | NEW | 新規購入 |
| 35 | CSCO | Cisco Systems INC | — | EXIT | 全売却 |
| 36 | ✓ | Bny Mellon Mncpl Bnd Inf | — | NEW | 新規購入 |
| 37 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 38 | AXP | American Express Company | — | EXIT | 全売却 |
| 39 | HD | Home Depot INC | — | NEW | 新規購入 |
| 40 | VBR | Vanguard Small-cap Value ETF | — | NEW | 新規購入 |
| 41 | PSA | Public Storage | — | NEW | 新規購入 |
| 42 | IEMG | Ishares Core Msci Emerging | — | NEW | 新規購入 |
| 43 | TXN | Texas Instruments INC | — | NEW | 新規購入 |
| 44 | PTLC | Pacer Trendpilot US Large Ca | — | NEW | 新規購入 |
| 45 | ETN | Eaton Corporation plc | — | NEW | 新規購入 |
| 46 | IJH | Ishares Core S&p Midcap ETF | — | EXIT | 全売却 |
| 47 | ENB | Enbridge INC | — | EXIT | 全売却 |
| 48 | HN9 | Hanesbrands INC | — | EXIT | 全売却 |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | — | EXIT | 全売却 |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | EXIT | 全売却 |