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 | 9.54% | -0.66% | +278.44% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.37% | -0.19% | +0.92% | |
| 3 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.50% | -0.18% | -0.83% | |
| 4 | TMP | Tompkins Financial CORP | 株式-その他 | 3.37% | +0.24% | -1.38% | |
| 5 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.14% | -0.15% | -0.68% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.49% | — | -1.81% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.31% | -0.54% | +0.92% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.22% | +0.38% | -1.34% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.20% | -0.73% | — | |
| 10 | T | At&t INC | 株式-通信サービス | 2.06% | — | -4.34% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 2.05% | +0.23% | +0.74% | |
| 12 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.72% | -0.13% | -1.07% | |
| 13 | AMGN | Amgen INC | 株式-ヘルスケア | 1.60% | — | +1.97% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.50% | — | +5.18% | |
| 15 | D | Dominion Energy INC | 株式-公益事業 | 1.48% | — | -2.07% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.48% | — | -2.26% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.47% | +0.13% | -3.88% | |
| 18 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.47% | -0.12% | +27.97% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.42% | — | +0.78% | |
| 20 | INTC | Intel CORP | 株式-IT | 1.40% | — | -4.84% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.39% | -0.20% | -1.79% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.35% | -0.08% | +6.88% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.29% | -0.16% | +0.96% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.23% | — | +51.33% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 1.13% | — | -0.99% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.12% | — | -1.91% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.04% | — | -2.26% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.97% | -0.79% | EXIT | |
| 29 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.97% | — | +1.70% | |
| 30 | PAYX | Paychex INC | 株式-IT | 0.87% | -0.14% | -2.85% | |
| 31 | DUK | Duke Energy CORP | 株式-公益事業 | 0.83% | — | +3.39% | |
| 32 | MMM | 3m Co | 株式-資本財 | 0.82% | — | +0.20% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.79% | -0.11% | -4.07% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.79% | — | +6.35% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.78% | — | -5.82% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.78% | — | -5.81% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.76% | — | -0.31% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | -0.11% | -9.75% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.68% | — | -6.77% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | — | -1.75% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | -0.10% | +2.23% | |
| 42 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.64% | -0.09% | EXIT | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.60% | +0.64% | -13.88% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | — | -3.50% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.56% | — | +77.54% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.56% | -0.34% | +4.19% | |
| 47 | SO | Southern Co/the | 株式-公益事業 | 0.55% | — | +0.44% | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.55% | -0.15% | -7.72% | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.55% | +0.34% | +0.55% | |
| 50 | GIS | General Mills INC | 株式-生活必需品 | 0.54% | -0.11% | +1.24% |