CIK: 0001005817
申告総資産額
$14.3億
上位200銘柄を表示中（全528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 | 10.17% | +0.36% | -0.74% | |
| 2 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 5.98% | — | — | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.70% | — | -0.04% | |
| 4 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 4.80% | — | +5.20% | |
| 5 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 3.75% | — | +0.62% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.73% | -0.01% | -0.89% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.22% | — | +1.13% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.22% | -0.67% | -2.81% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.72% | -0.08% | +24.95% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.61% | — | -2.66% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.58% | — | -0.48% | |
| 12 | MO | Altria Group INC | 株式-生活必需品 | 1.29% | — | -2.06% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.28% | — | -4.08% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.23% | -0.05% | -1.36% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.14% | -0.22% | +0.93% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | -0.06% | -1.93% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 1.10% | — | -6.72% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.08% | — | -1.16% | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 1.02% | — | +9.63% | |
| 20 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.02% | — | -0.82% | |
| 21 | EXC | Exelon CORP | 株式-公益事業 | 1.01% | — | -5.31% | |
| 22 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.96% | — | -5.45% | |
| 23 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.95% | +0.03% | -4.88% | |
| 24 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.93% | — | -1.44% | |
| 25 | DUK | Duke Energy CORP | 株式-公益事業 | 0.90% | — | +7.19% | |
| 26 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.88% | — | -1.68% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.87% | — | -2.91% | |
| 28 | ✓ | 株式-その他 | 0.87% | — | +1.11% | ||
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.87% | — | -2.73% | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.86% | — | -2.14% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.79% | +0.26% | +1.17% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.78% | — | -3.80% | |
| 33 | WM | Waste Management INC | 株式-資本財 | 0.76% | — | -0.65% | |
| 34 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.75% | — | -1.92% | |
| 35 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.74% | -0.21% | +1.89% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.74% | — | +1.59% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.73% | — | -3.26% | |
| 38 | SO | Southern Co/the | 株式-公益事業 | 0.73% | — | +5.72% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.71% | — | +0.41% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.68% | — | -1.51% | |
| 41 | D | Dominion Energy INC | 株式-公益事業 | 0.68% | — | +7.00% | |
| 42 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.68% | — | -0.79% | |
| 43 | HON | Honeywell International INC | 株式-資本財 | 0.66% | -0.93% | EXIT | |
| 44 | NBTB | N B T Bancorp INC | 株式-その他 | 0.64% | — | -2.95% | |
| 45 | WFC | Wells Fargo & Co | 株式-金融 | 0.61% | — | -2.07% | |
| 46 | GD | General Dynamics CORP | 株式-資本財 | 0.57% | — | -0.22% | |
| 47 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.56% | — | +1.06% | |
| 48 | AZO | Autozone INC | 株式-一般消費財 | 0.55% | — | -1.99% | |
| 49 | BBTUSD | Bb&t CORP | 株式-その他 | 0.53% | — | +2.34% | |
| 50 | CELG | Celgene CORP | 株式-その他 | 0.52% | — | -1.44% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SBUX | Starbucks CORP | +0.2% | +193.16% | 増加 |
| 2 | NOC | Northrop Grumman CORP | +0.1% | +234.92% | 増加 |
| 3 | RTN1USD | Raytheon Company | +0.1% | +870.50% | 増加 |
| 4 | DUK | Duke Energy CORP | +0.1% | +7.19% | 増加 |
| 5 | DG | Dollar General CORP | +0.1% | +134.57% | 増加 |
| 6 | XOM | Exxon Mobil CORP | 0% | -2.81% | 減少 |
| 7 | AAPL | Apple INC | 0% | +24.95% | 増加 |
| 8 | PFE | Pfizer INC | 0% | -6.72% | 減少 |
| 9 | HII | Huntington Ingalls Industrie | 0% | +568.97% | 増加 |
| 10 | JNJ | Johnson & Johnson | 0% | -2.66% | 減少 |
| 11 | IBM | Intl Business Machines CORP | 0% | +9.63% | 増加 |
| 12 | WM | Waste Management INC | 0% | -0.65% | 減少 |
| 13 | LLY | Eli Lilly & Co | 0% | +1.17% | 増加 |
| 14 | T | At&t INC | 0% | +0.41% | 増加 |
| 15 | UNH | Unitedhealth Group INC | 0% | +7.38% | 増加 |
| 16 | D | Dominion Energy INC | 0% | +7.00% | 増加 |
| 17 | SO | Southern Co/the | 0% | +5.72% | 増加 |
| 18 | OXY | Occidental Petroleum CORP | 0% | -0.79% | 減少 |
| 19 | BBTUSD | Bb&t CORP | 0% | +2.34% | 増加 |
| 20 | MO | Altria Group INC | 0% | -2.06% | 減少 |
| 21 | VNQ | Vanguard Real Estate ETF | 0% | +1.59% | 増加 |
| 22 | AJG | Arthur J Gallagher & Co | 0% | +1.06% | 増加 |
| 23 | PEP | Pepsico INC | 0% | +0.93% | 増加 |
| 24 | TSN | Tyson Foods Inc-cl A | -0.1% | -30.89% | 減少 |
| 25 | LUV | Southwest Airlines Co | -0.1% | -29.12% | 減少 |
| 26 | GILD | Gilead Sciences INC | -0.1% | -5.28% | 減少 |
| 27 | VTV | Vanguard Value ETF | -0.1% | +1.13% | 増加 |
| 28 | AGG | Ishares Core U.s. Aggregate | -0.1% | -24.83% | 減少 |
| 29 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | -0.04% | 減少 |
| 30 | FV | First Trust Dw Focus 5 Fund | -0.1% | +0.62% | 増加 |
| 31 | EFA | Ishares Msci Eafe ETF | -0.1% | -2.73% | 減少 |
| 32 | DIS | Walt Disney Co/the | -0.1% | -2.91% | 減少 |
| 33 | EXC | Exelon CORP | -0.1% | -5.31% | 減少 |
| 34 | DUK | Du Pont E I De Nemour&Co | -0.1% | -44.54% | 減少 |
| 35 | AEP | American Electric Power Company, Inc. | -0.1% | -5.45% | 減少 |
| 36 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -0.89% | 減少 |
| 37 | BKNG | Booking Hldgs INC | -0.2% | -51.27% | 減少 |
| 38 | HD | Home Depot INC | -0.2% | -1.36% | 減少 |
| 39 | NKE | Nike INC -cl B | -0.2% | -3.80% | 減少 |
| 40 | HEDJ | Wisdomtree Europe Hedged Equ | -0.2% | +5.20% | 増加 |
| 41 | MSFT | Microsoft CORP | -0.3% | -0.48% | 減少 |
| 42 | WMT | Walmart INC | -0.6% | -71.29% | 減少 |
| 43 | TMP | Tompkins Financial CORP | -0.6% | -0.74% | 減少 |
| 44 | HRSEUR | L3harris Technologies INC | -0.7% | -88.27% | 減少 |
| 45 | SYY | Sysco CORP | -0.7% | -91.58% | 減少 |
| 46 | EFAV | Ishares Msci Eafe Min Vol Fa | — | NEW | 新規購入 |
| 47 | ✓ | — | EXIT | 全売却 | |
| 48 | ✓ | Shire PLC | — | NEW | 新規購入 |
| 49 | HAL | Halliburton Co | — | EXIT | 全売却 |
| 50 | BBY | Best Buy Co INC | — | EXIT | 全売却 |