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 | AAPL | Apple INC | 株式-IT | 8.59% | -0.66% | +1.09% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.31% | -0.19% | -0.25% | |
| 3 | TMP | Tompkins Financial CORP | 株式-その他 | 4.21% | +0.24% | +0.98% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.83% | -0.15% | +0.48% | |
| 5 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.21% | -0.18% | -0.05% | |
| 6 | T | At&t INC | 株式-通信サービス | 2.47% | — | +5.55% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.39% | -0.54% | -0.99% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.36% | — | +1.76% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.24% | +0.38% | -1.82% | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 2.04% | +0.23% | +5.22% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.99% | -0.73% | — | |
| 12 | INTC | Intel CORP | 株式-IT | 1.84% | — | -0.60% | |
| 13 | D | Dominion Energy INC | 株式-公益事業 | 1.68% | — | +6.60% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.59% | — | -2.23% | |
| 15 | AMGN | Amgen INC | 株式-ヘルスケア | 1.58% | — | +3.73% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.57% | +0.13% | +1.94% | |
| 17 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.54% | -0.13% | -0.29% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.47% | -0.20% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.41% | — | +14.62% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.36% | — | +5.18% | |
| 21 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.24% | -0.12% | +34.47% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.22% | -0.08% | +60.28% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.16% | -0.16% | +5.09% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.09% | — | -3.55% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 1.06% | — | -4.90% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.01% | — | -3.24% | |
| 27 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.99% | — | +1.94% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.98% | +0.64% | -8.86% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.95% | -0.79% | EXIT | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.93% | — | +0.07% | |
| 31 | PAYX | Paychex INC | 株式-IT | 0.92% | -0.14% | -3.73% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.89% | — | -1.89% | |
| 33 | MMM | 3m Co | 株式-資本財 | 0.86% | — | +2.56% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | -0.11% | — | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.81% | — | +0.23% | |
| 36 | DUK | Duke Energy CORP | 株式-公益事業 | 0.78% | — | +25.00% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.78% | — | -5.41% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.76% | — | +7.20% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.74% | — | +4.55% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | — | -0.05% | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.69% | -0.11% | -0.23% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | -0.10% | -5.25% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | — | +1.80% | |
| 44 | GIS | General Mills INC | 株式-生活必需品 | 0.58% | -0.11% | -4.05% | |
| 45 | SO | Southern Co/the | 株式-公益事業 | 0.57% | — | +0.76% | |
| 46 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.57% | — | -0.62% | |
| 47 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.56% | -0.09% | EXIT | |
| 48 | USB | US Bancorp | 株式-金融 | 0.56% | — | -8.32% | |
| 49 | ADP | Automatic Data Processing | 株式-IT | 0.55% | — | -2.61% | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.55% | — | +5.63% |