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 | 7.46% | +0.24% | +54.37% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.37% | -0.66% | +5.05% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.80% | -0.19% | -0.05% | |
| 4 | TSLA | Tesla INC | 株式-一般消費財 | 3.54% | -0.09% | — | |
| 5 | T | At&t INC | 株式-通信サービス | 2.84% | — | +59.94% | |
| 6 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.66% | -0.18% | -2.64% | |
| 7 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.51% | -0.15% | +0.34% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.32% | +0.38% | +14.86% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.32% | +0.64% | +21.39% | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 2.31% | +0.23% | +38.89% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.22% | — | +8.66% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.06% | -0.73% | — | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.02% | +0.13% | +36.65% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.76% | — | +11.64% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.59% | — | +28.20% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.57% | -0.54% | +13.83% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.56% | -0.16% | +39.94% | |
| 18 | D | Dominion Energy INC | 株式-公益事業 | 1.36% | — | +9.69% | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.22% | -0.13% | -5.18% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.14% | — | +18.93% | |
| 21 | EMR | Emerson Electric Co | 株式-資本財 | 1.12% | — | +253.25% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.12% | -0.20% | +10.34% | |
| 23 | UNP | Union Pacific CORP | 株式-資本財 | 1.04% | — | -2.77% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 1.03% | — | +0.91% | |
| 25 | PAYX | Paychex INC | 株式-IT | 1.02% | -0.14% | -10.17% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.96% | — | -1.65% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.96% | -0.10% | +30.07% | |
| 28 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.94% | — | +1.64% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.91% | -0.17% | +15.55% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.90% | — | +35.62% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.90% | +0.20% | +60.94% | |
| 32 | MMM | 3m Co | 株式-資本財 | 0.89% | — | +7.05% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.88% | — | +11.36% | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.88% | — | +3.41% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | — | -0.24% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.82% | -0.79% | EXIT | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.82% | — | +17.07% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.81% | — | +6.67% | |
| 39 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.74% | — | -1.20% | |
| 40 | DMB | Bny Mellon Muni Bnd Infra | 株式-その他 | 0.74% | — | — | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | -0.11% | +9.39% | |
| 42 | USB | US Bancorp | 株式-金融 | 0.64% | — | -1.28% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | -0.08% | +122.54% | |
| 44 | ADP | Automatic Data Processing | 株式-IT | 0.63% | — | -9.81% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | — | -2.37% | |
| 46 | CAT | Caterpillar INC | 株式-資本財 | 0.62% | +0.34% | +23.53% | |
| 47 | DUK | Duke Energy CORP | 株式-公益事業 | 0.59% | — | +3.20% | |
| 48 | QCOM | Qualcomm INC | 株式-IT | 0.58% | -0.11% | +3.85% | |
| 49 | GLW | Corning INC | 株式-IT | 0.56% | +0.25% | +94.58% | |
| 50 | SO | Southern Co/the | 株式-公益事業 | 0.56% | — | +1.74% |