CIK: 0001005817
申告総資産額
$14.3億
上位200銘柄を表示中（全430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 | 7.85% | +0.36% | -0.18% | |
| 2 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 6.83% | — | +3.01% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 4.11% | — | +1.66% | |
| 4 | ✓ | Oppenheimer Rev Weighted ETF | ETF-その他 | 4.06% | — | +1.53% | |
| 5 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 3.86% | — | -0.50% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.69% | — | +0.31% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.12% | — | +4.05% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.99% | -0.08% | -4.66% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.93% | -0.01% | -0.13% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.52% | — | +1.40% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.75% | — | +3.38% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.70% | +0.11% | +0.87% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.50% | -0.67% | +1.50% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.41% | — | -1.23% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.39% | -0.92% | +3.02% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | -0.06% | +1.82% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.19% | +0.40% | +5.84% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.15% | -0.05% | +0.02% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.13% | — | -9.24% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.06% | -0.29% | +0.51% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.03% | — | — | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.94% | -0.22% | +4.04% | |
| 23 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.92% | -0.21% | -0.55% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.88% | — | -1.64% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.87% | — | -1.05% | |
| 26 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.86% | +0.03% | -1.03% | |
| 27 | HON | Honeywell International INC | 株式-資本財 | 0.83% | -0.93% | EXIT | |
| 28 | MMM | 3m Co | 株式-資本財 | 0.82% | — | +1.18% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.82% | — | +2.67% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.81% | +0.26% | +0.55% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.80% | — | -2.39% | |
| 32 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.78% | — | +6.35% | |
| 33 | GLW | Corning INC | 株式-IT | 0.78% | +0.10% | +0.78% | |
| 34 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.78% | — | +0.38% | |
| 35 | PGX | Invesco Preferred ETF | ETF-その他 | 0.76% | — | -0.32% | |
| 36 | WM | Waste Management INC | 株式-資本財 | 0.76% | — | +1.62% | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 0.71% | — | -0.93% | |
| 38 | DUK | Duke Energy CORP | 株式-公益事業 | 0.70% | — | +2.17% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.70% | -0.01% | -0.12% | |
| 40 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.67% | — | +0.49% | |
| 41 | BND | Vanguard Total Bond Market | ETF-その他 | 0.67% | — | -0.31% | |
| 42 | GD | General Dynamics CORP | 株式-資本財 | 0.66% | — | +2.32% | |
| 43 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.66% | — | +1.84% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.64% | — | +0.93% | |
| 45 | PYPL | Paypal Holdings INC | 株式-金融 | 0.61% | — | -0.12% | |
| 46 | BLKCHF | Blackrock INC | 株式-その他 | 0.61% | — | +4.22% | |
| 47 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.61% | — | +1.32% | |
| 48 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.61% | — | +3.82% | |
| 49 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.58% | — | +2.65% | |
| 50 | OPY | Oppenheimer Holdings Inc. | 株式-その他 | 0.56% | — | +1.39% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WMT | Walmart INC | +0.3% | +168.74% | 増加 |
| 2 | AAPL | Apple INC | +0.3% | -4.66% | 減少 |
| 3 | MSFT | Microsoft CORP | +0.3% | +1.40% | 増加 |
| 4 | CSCO | Cisco Systems INC | +0.2% | +5.84% | 増加 |
| 5 | GLW | Corning INC | +0.2% | +0.78% | 増加 |
| 6 | LLY | Eli Lilly & Co | +0.1% | +0.55% | 増加 |
| 7 | ✓ | Oppenheimer Rev Weighted ETF | +0.1% | +1.53% | 増加 |
| 8 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | -0.50% | 減少 |
| 9 | PFE | Pfizer INC | +0.1% | -1.64% | 減少 |
| 10 | JNJ | Johnson & Johnson | +0.1% | -1.23% | 減少 |
| 11 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +0.31% | 増加 |
| 12 | TJX | Tjx Companies INC | +0.1% | -0.55% | 減少 |
| 13 | AMGN | Amgen INC | +0.1% | +2.67% | 増加 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +1.82% | 増加 |
| 15 | AMZN | Amazon.com INC | +0.1% | -0.12% | 減少 |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +100.00% | 増加 |
| 17 | MRK | Merck & Co. INC. | +0.1% | -2.39% | 減少 |
| 18 | WM | Waste Management INC | +0.1% | +1.62% | 増加 |
| 19 | AJG | Arthur J Gallagher & Co | +0.1% | +0.49% | 増加 |
| 20 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.87% | 増加 |
| 21 | HON | Honeywell International INC | +0.1% | -2.28% | 減少 |
| 22 | SUSA | Ishares Esg Optimized Msci U | +0.1% | +6.35% | 増加 |
| 23 | UPS | United Parcel Service-cl B | +0.1% | +3.82% | 増加 |
| 24 | NVDA | Nvidia CORP | +0.1% | +0.06% | 増加 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.77% | 増加 |
| 26 | GD | General Dynamics CORP | 0% | +2.32% | 増加 |
| 27 | DIS | Walt Disney Co/the | 0% | +0.93% | 増加 |
| 28 | COST | Costco Wholesale CORP | 0% | +1.28% | 増加 |
| 29 | SBUX | Starbucks CORP | 0% | +2.81% | 増加 |
| 30 | EFAV | Ishares Msci Eafe Min Vol Fa | 0% | +3.01% | 増加 |
| 31 | IWF | Ishares Russell 1000 Growth | 0% | — | 変化なし |
| 32 | MCD | Mcdonald's CORP | 0% | +0.51% | 増加 |
| 33 | MMM | 3m Co | 0% | +1.18% | 増加 |
| 34 | DHR | Danaher CORP | 0% | +2.55% | 増加 |
| 35 | KMB | Kimberly-clark CORP | 0% | +2.65% | 増加 |
| 36 | MA | Mastercard INC - A | 0% | +0.95% | 増加 |
| 37 | CELG | Celgene CORP | 0% | +2.74% | 増加 |
| 38 | LOW | Lowe's Cos INC | 0% | -1.02% | 減少 |
| 39 | TRV | Travelers Cos Inc/the | 0% | +1.84% | 増加 |
| 40 | HD | Home Depot INC | 0% | +0.02% | 増加 |
| 41 | PEP | Pepsico INC | 0% | +4.04% | 増加 |
| 42 | IBM | Intl Business Machines CORP | 0% | -0.93% | 減少 |
| 43 | XOM | Exxon Mobil CORP | 0% | +1.50% | 増加 |
| 44 | VEA | Vanguard Ftse Developed ETF | 0% | +3.02% | 増加 |
| 45 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -0.13% | 減少 |
| 46 | IEMG | Ishares Core Msci Emerging | -0.1% | +4.05% | 増加 |
| 47 | VGK | Vanguard Ftse Europe ETF | -0.1% | +1.66% | 増加 |
| 48 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -9.24% | 減少 |
| 49 | SO | Southern Co/the | -0.5% | -83.44% | 減少 |
| 50 | TMP | Tompkins Financial CORP | -0.9% | -0.18% | 減少 |