CIK: 0001005817
申告総資産額
$14.3億
上位200銘柄を表示中（全473銘柄）
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.96% | -0.92% | +8.59% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.07% | — | +8.84% | |
| 3 | TMP | Tompkins Financial CORP | 株式-その他 | 6.91% | +0.36% | +0.54% | |
| 4 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 5.06% | — | +10.00% | |
| 5 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 4.53% | — | +5.08% | |
| 6 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 3.74% | — | +10.81% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.60% | -0.01% | +1.18% | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.83% | — | +1.87% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.77% | -0.67% | -3.31% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 1.63% | — | +2.44% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.62% | — | +2.75% | |
| 12 | IBM | Intl Business Machines CORP | 株式-IT | 1.57% | — | -0.11% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.57% | — | +3.66% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.45% | — | +1.92% | |
| 15 | ✓ | 株式-その他 | 1.29% | — | +18.48% | ||
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.21% | -0.20% | +4.18% | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.18% | — | -0.26% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.12% | — | +1.20% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.10% | +0.03% | -2.02% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.88% | — | +3.62% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | -0.06% | +0.57% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.86% | — | -3.01% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.85% | -0.08% | -3.36% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | — | -0.72% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.84% | — | +1.58% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.83% | — | +4.34% | |
| 27 | ADP | Automatic Data Processing | 株式-IT | 0.77% | — | +45.13% | |
| 28 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.70% | — | +2.99% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.68% | +0.15% | +6.73% | |
| 30 | NBTB | N B T Bancorp INC | 株式-その他 | 0.66% | — | -3.13% | |
| 31 | COP | Conocophillips | 株式-エネルギー | 0.66% | — | +4.95% | |
| 32 | ✓ | 株式-その他 | 0.65% | — | +3.65% | ||
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.61% | — | -1.19% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.56% | — | -1.40% | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.55% | — | +10.67% | |
| 36 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.54% | — | -2.01% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | -0.05% | +5.43% | |
| 38 | MET | Metlife INC | 株式-金融 | 0.51% | — | +10.73% | |
| 39 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.51% | — | +5.64% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.51% | — | -6.13% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.50% | +0.40% | -0.77% | |
| 42 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.48% | -0.21% | -0.60% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.47% | — | -3.48% | |
| 44 | EXC | Exelon CORP | 株式-公益事業 | 0.46% | — | +7.48% | |
| 45 | CELG | Celgene CORP | 株式-その他 | 0.44% | — | -9.14% | |
| 46 | ✓ | 株式-その他 | 0.43% | — | -1.21% | ||
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.41% | — | -4.36% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | -0.29% | -3.33% | |
| 49 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.40% | — | +2.03% | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.40% | — | +9.99% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.9% | +8.59% | 増加 |
| 2 | DEM | Wisdomtree Emerging Markets | +0.4% | +10.00% | 増加 |
| 3 | ADP | Automatic Data Processing | +0.2% | +45.13% | 増加 |
| 4 | GIS | General Mills INC | +0.1% | +170.35% | 増加 |
| 5 | DGS | Wisdomtree Em Small Cap | +0.1% | +10.81% | 増加 |
| 6 | ✓ | +0.1% | +3.65% | 増加 | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | +63.67% | 増加 |
| 8 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +1.87% | 増加 |
| 9 | COP | Conocophillips | +0.1% | +4.95% | 増加 |
| 10 | SPG | Simon Property Group INC | +0.1% | +497.26% | 増加 |
| 11 | OXY | Occidental Petroleum CORP | +0.1% | +938.33% | 増加 |
| 12 | ✓ | Allergan INC | +0.1% | +420.60% | 増加 |
| 13 | FDX | Fedex CORP | +0.1% | +258.06% | 増加 |
| 14 | ✓ | +0.1% | +18.48% | 増加 | |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.92% | 増加 |
| 16 | AAPL | Apple INC | +0.1% | -3.36% | 減少 |
| 17 | SYMCEUR | Symantec CORP | +0.1% | +353.25% | 増加 |
| 18 | AGG | Ishares Core U.s. Aggregate | 0% | +8.84% | 増加 |
| 19 | CELG | Celgene CORP | 0% | -9.14% | 減少 |
| 20 | HRSEUR | L3harris Technologies INC | 0% | +11.19% | 増加 |
| 21 | BKNG | Booking Hldgs INC | 0% | -0.64% | 減少 |
| 22 | ADM | Archer-daniels-midland Co | 0% | +5.64% | 増加 |
| 23 | CF | Cf Industries Holdings INC | 0% | -0.34% | 減少 |
| 24 | MMM | 3m Co | 0% | +6.79% | 増加 |
| 25 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.18% | 増加 |
| 26 | IWO | Ishares Russell 2000 Growth | 0% | -2.02% | 減少 |
| 27 | EWC | Ishares Msci Canada ETF | 0% | +2.99% | 増加 |
| 28 | MET | Metlife INC | 0% | +10.73% | 増加 |
| 29 | NKE | Nike INC -cl B | 0% | -2.01% | 減少 |
| 30 | EMR | Emerson Electric Co | 0% | -2.92% | 減少 |
| 31 | PEG | Public Service Enterprise Gp | 0% | +17.06% | 増加 |
| 32 | IVW | Ishares S&p 500 Growth ETF | 0% | +2.75% | 増加 |
| 33 | WFC | Wells Fargo & Co | 0% | +10.67% | 増加 |
| 34 | TJX | Tjx Companies INC | 0% | -0.60% | 減少 |
| 35 | EFA | Ishares Msci Eafe ETF | — | -3.01% | 減少 |
| 36 | CVX | Chevron CORP | 0% | +4.18% | 増加 |
| 37 | USMV | Ishares Msci USA Min Vol Fac | 0% | +3.66% | 増加 |
| 38 | VTV | Vanguard Value ETF | 0% | +2.44% | 増加 |
| 39 | UPS | United Parcel Service-cl B | -0.1% | -70.25% | 減少 |
| 40 | SYY | Sysco CORP | -0.1% | -89.37% | 減少 |
| 41 | AMP | Ameriprise Financial INC | -0.1% | -99.20% | 減少 |
| 42 | PEP | Pepsico INC | -0.1% | -9.31% | 減少 |
| 43 | AXP | American Express Co | -0.1% | -14.14% | 減少 |
| 44 | TIP | Ishares Tips Bond ETF | -0.1% | -82.67% | 減少 |
| 45 | ✓ | Powershares ETF Tr Ii | -0.1% | +5.08% | 増加 |
| 46 | EEM | Ishares Msci Emerging Market | -0.1% | -29.17% | 減少 |
| 47 | IBM | Intl Business Machines CORP | -0.2% | -0.11% | 減少 |
| 48 | XOM | Exxon Mobil CORP | -0.3% | -3.31% | 減少 |
| 49 | TMP | Tompkins Financial CORP | -0.4% | +0.54% | 増加 |
| 50 | SWN1EUR | Southwestern Energy Co | — | EXIT | 全売却 |