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 | 7.04% | -0.66% | +0.05% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.51% | -0.19% | -4.84% | |
| 3 | TMP | Tompkins Financial CORP | 株式-その他 | 3.38% | +0.24% | +1.45% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.29% | -0.15% | -0.94% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.58% | +0.38% | +4.37% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.28% | -0.54% | +1.34% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.19% | -0.73% | — | |
| 8 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.09% | -0.18% | +0.22% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.90% | — | +0.68% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.89% | +0.64% | +4.55% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.72% | — | +1.32% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.71% | +0.13% | +1.55% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.63% | -0.20% | +2.51% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.59% | +0.23% | +7.41% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.50% | — | -3.36% | |
| 16 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.49% | -0.13% | -0.16% | |
| 17 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.47% | -0.12% | -10.19% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.41% | -0.16% | +3.22% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.34% | — | +0.89% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.33% | -0.08% | +0.02% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.20% | — | +2011.84% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.19% | — | +0.63% | |
| 23 | D | Dominion Energy INC | 株式-公益事業 | 1.05% | — | -0.52% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.05% | — | -2.23% | |
| 25 | EMR | Emerson Electric Co | 株式-資本財 | 1.00% | — | +0.02% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.97% | — | +0.04% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.95% | -0.79% | EXIT | |
| 28 | DUK | Duke Energy CORP | 株式-公益事業 | 0.94% | — | -0.04% | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 0.88% | — | +0.36% | |
| 30 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.88% | — | -0.68% | |
| 31 | PAYX | Paychex INC | 株式-IT | 0.88% | -0.14% | -2.41% | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 0.87% | — | -1.22% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.82% | — | -2.33% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.80% | — | -16.40% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | -0.11% | — | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | +0.20% | +1.70% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.70% | — | +1.08% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | -0.10% | +10.04% | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.68% | +0.10% | +0.20% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.68% | -0.17% | -0.09% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.67% | +0.34% | +0.17% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.67% | — | +10.59% | |
| 43 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.66% | — | -0.54% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | — | +0.92% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.64% | -0.34% | +9.64% | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.64% | -0.11% | -0.10% | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.63% | — | -2.01% | |
| 48 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.62% | — | -17.77% | |
| 49 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.61% | — | +12.31% | |
| 50 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 0.60% | — | +8.55% |