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 | 8.61% | -0.66% | -2.47% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.43% | -0.19% | +0.11% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.18% | -0.54% | -0.73% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.92% | +0.38% | +0.12% | |
| 5 | TMP | Tompkins Financial CORP | 株式-その他 | 2.82% | +0.24% | -7.62% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.70% | -0.73% | — | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.00% | -0.34% | +3.49% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.94% | +0.64% | -3.67% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.88% | -0.16% | -0.61% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.86% | -0.20% | -0.13% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.70% | — | -3.29% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.66% | -0.15% | -45.79% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.60% | -0.08% | -0.63% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.58% | — | -1.05% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.52% | — | -5.57% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | — | +0.20% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.50% | — | -1.40% | |
| 18 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.39% | -0.13% | +2.00% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.37% | +0.13% | -4.44% | |
| 20 | EMR | Emerson Electric Co | 株式-資本財 | 1.15% | — | +0.02% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.15% | — | -1.11% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | -0.10% | +0.18% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 1.06% | +0.34% | +4.51% | |
| 24 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.03% | — | +0.08% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.96% | -0.18% | -50.68% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 0.91% | — | +0.34% | |
| 27 | PANW | Palo Alto Networks INC | 株式-IT | 0.87% | -0.07% | -0.43% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.86% | — | -1.50% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.84% | +0.15% | +1.69% | |
| 30 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.84% | — | +9.70% | |
| 31 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.81% | — | +3.68% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.81% | -0.79% | EXIT | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.81% | — | -8.26% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.81% | +0.23% | +11.99% | |
| 35 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.81% | — | +0.55% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.80% | -0.11% | +0.15% | |
| 37 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.78% | -0.12% | -3.37% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.75% | +0.20% | +1.64% | |
| 39 | PAYX | Paychex INC | 株式-IT | 0.74% | -0.14% | -3.29% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.73% | -0.17% | -3.00% | |
| 41 | WCC | Wesco International INC | 株式-資本財 | 0.73% | — | -2.91% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.72% | — | +1.02% | |
| 43 | DUK | Duke Energy CORP | 株式-公益事業 | 0.71% | — | -5.97% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.70% | — | -7.56% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.68% | — | -1.80% | |
| 46 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.67% | — | +1.55% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.67% | — | +2.26% | |
| 48 | QCOM | Qualcomm INC | 株式-IT | 0.67% | -0.11% | +1.67% | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.61% | -0.15% | +1.26% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.60% | — | -4.28% |