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 | 5.69% | +0.24% | -35.92% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.04% | -0.66% | -7.89% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.63% | -0.19% | +0.75% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.51% | -0.15% | -1.59% | |
| 5 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.28% | -0.18% | -1.74% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.54% | +0.64% | -18.39% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.47% | -0.73% | -7.69% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.46% | +0.38% | -3.29% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.45% | — | -9.94% | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 2.17% | +0.23% | -27.58% | |
| 11 | T | At&t INC | 株式-通信サービス | 2.10% | — | -27.31% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.95% | — | -6.71% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.87% | +0.13% | -28.08% | |
| 14 | INTC | Intel CORP | 株式-IT | 1.76% | — | -20.77% | |
| 15 | D | Dominion Energy INC | 株式-公益事業 | 1.55% | — | +8.54% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.53% | -0.54% | -8.87% | |
| 17 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.52% | -0.13% | -2.16% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.39% | -0.20% | -6.09% | |
| 19 | PAYX | Paychex INC | 株式-IT | 1.39% | -0.14% | -12.82% | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 1.36% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.33% | -0.16% | -15.78% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.32% | — | +5.44% | |
| 23 | MMM | 3m Co | 株式-資本財 | 1.26% | — | -10.94% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 1.20% | — | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.19% | — | -6.47% | |
| 26 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.15% | — | -10.38% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.05% | — | +1.73% | |
| 28 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.02% | — | +3.33% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 1.02% | -0.17% | -14.68% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | — | +4.31% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.99% | — | -1.45% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.87% | — | -12.06% | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 0.86% | — | -2.18% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.85% | — | -18.33% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.84% | -0.79% | EXIT | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | -0.10% | -20.57% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.81% | -0.11% | -9.64% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.81% | — | +17.20% | |
| 39 | USB | US Bancorp | 株式-金融 | 0.75% | — | -0.08% | |
| 40 | DUK | Duke Energy CORP | 株式-公益事業 | 0.74% | — | +5.70% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | — | -2.92% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | +0.20% | -35.33% | |
| 43 | SO | Southern Co/the | 株式-公益事業 | 0.65% | — | -5.08% | |
| 44 | GIS | General Mills INC | 株式-生活必需品 | 0.63% | -0.11% | -6.76% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.63% | — | -12.95% | |
| 46 | CAT | Caterpillar INC | 株式-資本財 | 0.63% | +0.34% | -11.97% | |
| 47 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.62% | — | -1.09% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | — | -15.08% | |
| 49 | ED | Consolidated Edison INC | 株式-公益事業 | 0.58% | — | -13.30% | |
| 50 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.57% | — | -8.15% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.8% | +0.75% | 増加 |
| 2 | AAPL | Apple INC | +0.7% | -7.89% | 減少 |
| 3 | ABT | Abbott Laboratories | +0.4% | -1.74% | 減少 |
| 4 | ITOT | Ishares Core S&p Total U.s. | +0.3% | -3.29% | 減少 |
| 5 | UNP | Union Pacific CORP | +0.3% | — | 変化なし |
| 6 | TMO | Thermo Fisher Scientific INC | +0.3% | -2.16% | 減少 |
| 7 | D | Dominion Energy INC | +0.3% | +8.54% | 増加 |
| 8 | AMZN | Amazon.com INC | +0.2% | +4.31% | 増加 |
| 9 | LOW | Lowe's Cos INC | +0.2% | +3.33% | 増加 |
| 10 | DGRO | Ishares Core Dividend Growth | +0.2% | +17.20% | 増加 |
| 11 | STZ | Constellation Brands Inc-a | +0.2% | +37.94% | 増加 |
| 12 | ADP | Automatic Data Processing | +0.2% | -2.18% | 減少 |
| 13 | INTC | Intel CORP | -0.1% | -20.77% | 減少 |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -7.69% | 減少 |
| 15 | BIIB | Biogen INC | -0.1% | -9.09% | 減少 |
| 16 | JPM | Jpmorgan Chase & Co | -0.1% | -20.57% | 減少 |
| 17 | WEP | Magellan Midstream Partners | -0.1% | -34.74% | 減少 |
| 18 | WELL | Welltower INC | -0.1% | +5.08% | 増加 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -44.36% | 減少 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -15.78% | 減少 |
| 21 | CVX | Chevron CORP | -0.2% | -35.33% | 減少 |
| 22 | GLW | Corning INC | -0.3% | -49.17% | 減少 |
| 23 | ABBV | Abbvie INC | -0.4% | -1.59% | 減少 |
| 24 | T | At&t INC | -0.4% | -27.31% | 減少 |
| 25 | JNJ | Johnson & Johnson | -0.4% | -28.08% | 減少 |
| 26 | VZ | Verizon Communications INC | -0.5% | -27.58% | 減少 |
| 27 | EMR | Emerson Electric Co | -0.8% | -71.57% | 減少 |
| 28 | TMP | Tompkins Financial CORP | -2.6% | -35.92% | 減少 |
| 29 | CSCO | Cisco Systems INC | — | NEW | 新規購入 |
| 30 | CTLEUR | Centurylink INC | — | EXIT | 全売却 |
| 31 | ✓ | Bny Mellon Mncpl Bnd Inf | — | EXIT | 全売却 |
| 32 | TSLA | Tesla INC | — | EXIT | 全売却 |
| 33 | ENB | Enbridge INC | — | NEW | 新規購入 |
| 34 | HD | Home Depot INC | — | EXIT | 全売却 |
| 35 | VBR | Vanguard Small-cap Value ETF | — | EXIT | 全売却 |
| 36 | PSA | Public Storage | — | EXIT | 全売却 |
| 37 | VFC | Vf CORP | — | EXIT | 全売却 |
| 38 | IEFA | Ishares Core Msci Eafe ETF | — | EXIT | 全売却 |
| 39 | TXN | Texas Instruments INC | — | EXIT | 全売却 |
| 40 | CMP | Compass Minerals Internation | — | NEW | 新規購入 |
| 41 | AEP | American Electric Power Company, Inc. | — | EXIT | 全売却 |
| 42 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | 新規購入 |
| 43 | IUSG | Ishares Core S&p U.s. Growth | — | NEW | 新規購入 |
| 44 | ETN | Eaton Corporation plc | — | EXIT | 全売却 |
| 45 | HN9 | Hanesbrands INC | — | NEW | 新規購入 |
| 46 | LBEUR | L Brands INC | — | EXIT | 全売却 |
| 47 | ALLE | Allegion plc | — | NEW | 新規購入 |
| 48 | IJH | Ishares Core S&p Midcap ETF | — | NEW | 新規購入 |
| 49 | KEY | Keycorp | — | NEW | 新規購入 |
| 50 | IJT | Ishares S&p Small-cap 600 Gr | — | NEW | 新規購入 |