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 | 8.14% | -0.66% | -0.79% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.43% | -0.19% | -0.75% | |
| 3 | TMP | Tompkins Financial CORP | 株式-その他 | 3.58% | +0.24% | +0.25% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.51% | +0.38% | +0.45% | |
| 5 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.50% | -0.15% | -0.00% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.31% | -0.54% | +2.53% | |
| 7 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.27% | -0.18% | -21.61% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.24% | -0.73% | — | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.82% | — | +0.30% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.72% | -0.20% | -0.71% | |
| 11 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.66% | -0.12% | +9.91% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 1.57% | +0.23% | +4.98% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.56% | -0.08% | -1.92% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.51% | — | -0.81% | |
| 15 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.49% | -0.13% | -0.78% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.49% | — | +1.87% | |
| 17 | T | At&t INC | 株式-通信サービス | 1.47% | — | -8.43% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.39% | — | +4.38% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.32% | — | +5.18% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.31% | -0.16% | -0.70% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.27% | — | +6.47% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.23% | — | +4.92% | |
| 23 | EMR | Emerson Electric Co | 株式-資本財 | 1.22% | — | +312.91% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 1.18% | — | -1.57% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.15% | — | +6.95% | |
| 26 | D | Dominion Energy INC | 株式-公益事業 | 1.07% | — | +1.16% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.05% | — | +2.26% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.05% | +0.64% | +19.41% | |
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.03% | — | -2.12% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.98% | — | -0.69% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.94% | — | -1.48% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.92% | -0.79% | EXIT | |
| 33 | MMM | 3m Co | 株式-資本財 | 0.89% | — | +5.18% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.88% | — | -2.17% | |
| 35 | PAYX | Paychex INC | 株式-IT | 0.87% | -0.14% | +0.12% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.87% | -0.11% | -1.49% | |
| 37 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.84% | — | +5.58% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | -0.10% | +9.18% | |
| 39 | DUK | Duke Energy CORP | 株式-公益事業 | 0.78% | — | +3.10% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.75% | — | -6.12% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.73% | — | -1.71% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.70% | — | +3.53% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.69% | -0.34% | +5.33% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.69% | -0.11% | -2.22% | |
| 45 | CAT | Caterpillar INC | 株式-資本財 | 0.66% | +0.34% | +14.37% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | — | -3.66% | |
| 47 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.62% | -0.09% | EXIT | |
| 48 | DE | Deere & Co | 株式-資本財 | 0.57% | +0.11% | -3.81% | |
| 49 | ADP | Automatic Data Processing | 株式-IT | 0.53% | — | -3.44% | |
| 50 | USB | US Bancorp | 株式-金融 | 0.53% | — | +1.51% |