CIK: 0001005817
申告総資産額
$14.3億
上位200銘柄を表示中（全517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 | TMP | Tompkins Financial CORP | 株式-その他 | 9.67% | +0.36% | -0.96% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.63% | — | -3.30% | |
| 3 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 5.00% | — | -37.05% | |
| 4 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 4.13% | — | -1.60% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.79% | -0.01% | -1.84% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 3.31% | — | -2.42% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.06% | -0.67% | -0.86% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.91% | — | -3.97% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.56% | -0.08% | +1.16% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.52% | — | -5.86% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.36% | -0.05% | +0.26% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.25% | -0.06% | -4.10% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.23% | — | +4.83% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.16% | — | +7.00% | |
| 15 | MO | Altria Group INC | 株式-生活必需品 | 1.15% | — | +5.62% | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.12% | +0.03% | -0.33% | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.12% | — | -5.74% | |
| 18 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.12% | — | +1.59% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | — | +0.34% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.07% | -0.22% | +3.59% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.04% | — | -0.31% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.01% | — | -2.57% | |
| 23 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.99% | — | +92.34% | |
| 24 | IBM | Intl Business Machines CORP | 株式-IT | 0.94% | — | +4.20% | |
| 25 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.93% | — | -0.26% | |
| 26 | ✓ | 株式-その他 | 0.87% | — | +2.03% | ||
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 0.85% | — | -6.79% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.84% | +0.26% | +0.44% | |
| 29 | HRSEUR | L3harris Technologies INC | 株式-その他 | 0.79% | — | +1.18% | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 0.79% | — | +11.17% | |
| 31 | MMM | 3m Co | 株式-資本財 | 0.78% | — | -2.90% | |
| 32 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.77% | — | +2.92% | |
| 33 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.74% | — | +0.74% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.73% | — | +2.15% | |
| 35 | NBTB | N B T Bancorp INC | 株式-その他 | 0.72% | — | -0.26% | |
| 36 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.72% | -0.21% | -9.59% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | — | +2.05% | |
| 38 | CELG | Celgene CORP | 株式-その他 | 0.71% | — | -1.11% | |
| 39 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.69% | — | +4.12% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.66% | +0.15% | -12.91% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.65% | — | -2.59% | |
| 42 | WM | Waste Management INC | 株式-資本財 | 0.62% | — | +1.58% | |
| 43 | EXC | Exelon CORP | 株式-公益事業 | 0.62% | — | -1.03% | |
| 44 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.61% | — | +2.98% | |
| 45 | COP | Conocophillips | 株式-エネルギー | 0.60% | — | +1.67% | |
| 46 | AZO | Autozone INC | 株式-一般消費財 | 0.57% | — | -3.11% | |
| 47 | GD | General Dynamics CORP | 株式-資本財 | 0.56% | — | -14.73% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.55% | -0.93% | EXIT | |
| 49 | BBTUSD | Bb&t CORP | 株式-その他 | 0.53% | — | +3.42% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | +0.09% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GILD | Gilead Sciences INC | +0.3% | +234.06% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.3% | -3.97% | 減少 |
| 3 | WMT | Walmart INC | +0.3% | +152.07% | 増加 |
| 4 | TMP | Tompkins Financial CORP | +0.3% | -0.96% | 減少 |
| 5 | HD | Home Depot INC | +0.2% | +0.26% | 増加 |
| 6 | FV | First Trust Dw Focus 5 Fund | +0.2% | -1.60% | 減少 |
| 7 | AEP | American Electric Power Company, Inc. | +0.1% | -5.74% | 減少 |
| 8 | CMCSA | Comcast Corp-class A | +0.1% | +203.45% | 増加 |
| 9 | HRSEUR | L3harris Technologies INC | +0.1% | +1.18% | 増加 |
| 10 | KMB | Kimberly-clark CORP | +0.1% | -0.26% | 減少 |
| 11 | MO | Altria Group INC | +0.1% | +5.62% | 増加 |
| 12 | WFC | Wells Fargo & Co | +0.1% | +11.17% | 増加 |
| 13 | VZ | Verizon Communications INC | +0.1% | +4.83% | 増加 |
| 14 | PG | Procter & Gamble Co/the | +0.1% | +0.34% | 増加 |
| 15 | PFE | Pfizer INC | +0.1% | +7.00% | 増加 |
| 16 | ELV | Elevance Health INC | +0.1% | +413.65% | 増加 |
| 17 | PEP | Pepsico INC | +0.1% | +3.59% | 増加 |
| 18 | TRV | Travelers Cos Inc/the | +0.1% | +0.74% | 増加 |
| 19 | HON | Honeywell International INC | +0.1% | +8.58% | 増加 |
| 20 | AMZN | Amazon.com INC | +0.1% | +88.72% | 増加 |
| 21 | LUV | Southwest Airlines Co | +0.1% | +568.00% | 増加 |
| 22 | DOW | Dow Chem Co | +0.1% | +52.44% | 増加 |
| 23 | DUK | Du Pont E I De Nemour&Co | +0.1% | -1.40% | 減少 |
| 24 | MA | Mastercard INC - A | +0.1% | +19.65% | 増加 |
| 25 | PM | Philip Morris International | +0.1% | +52.12% | 増加 |
| 26 | VTV | Vanguard Value ETF | +0.1% | -2.42% | 減少 |
| 27 | AMGN | Amgen INC | +0.1% | -6.79% | 減少 |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +12.16% | 増加 |
| 29 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | -1.03% | 減少 |
| 30 | XOM | Exxon Mobil CORP | +0.1% | -0.86% | 減少 |
| 31 | USMV | Ishares Msci USA Min Vol Fac | 0% | -3.30% | 減少 |
| 32 | BAC | Bank Of America CORP | -0.1% | -71.30% | 減少 |
| 33 | SWKS | Skyworks Solutions INC | -0.1% | -52.07% | 減少 |
| 34 | SYK | Stryker CORP | -0.1% | -14.97% | 減少 |
| 35 | KO | Coca-cola Co/the | -0.1% | -44.69% | 減少 |
| 36 | TJX | Tjx Companies INC | -0.1% | -9.59% | 減少 |
| 37 | ACN | Accenture plc | -0.1% | -21.91% | 減少 |
| 38 | GD | General Dynamics CORP | -0.1% | -14.73% | 減少 |
| 39 | BAX | Baxter International INC | -0.2% | -70.13% | 減少 |
| 40 | AGG | Ishares Core U.s. Aggregate | -0.4% | -49.96% | 減少 |
| 41 | ABBV | Abbvie INC | -0.4% | -61.30% | 減少 |
| 42 | HEDJ | Wisdomtree Europe Hedged Equ | -3.2% | -37.05% | 減少 |
| 43 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 44 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 45 | ✓ | Google INC Class C | — | EXIT | 全売却 |
| 46 | SUSA | Ishares Esg Optimized Msci U | — | NEW | 新規購入 |
| 47 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 48 | ✓ | — | EXIT | 全売却 | |
| 49 | XENWX | Eaton Vance New York Municip | — | NEW | 新規購入 |
| 50 | DSI | Ishares Esg Msci Kld 400 ETF | — | NEW | 新規購入 |