CIK: 0001005817
申告総資産額
$14.3億
上位200銘柄を表示中（全385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 | AAPL | Apple INC | 株式-IT | 5.79% | -0.08% | +294.41% | |
| 2 | TMP | Tompkins Financial CORP | 株式-その他 | 4.75% | +0.36% | +7.40% | |
| 3 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 4.73% | — | +3.12% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.54% | — | +3.03% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.53% | — | -0.94% | |
| 6 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 4.43% | — | +1.79% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.58% | -0.01% | +0.23% | |
| 8 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 2.46% | — | +1.64% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.22% | +0.11% | +15.52% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.10% | — | +1.06% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.71% | -0.92% | +5.76% | |
| 12 | PYPL | Paypal Holdings INC | 株式-金融 | 1.62% | — | -0.28% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.54% | -0.61% | +1.23% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.53% | -0.05% | -0.04% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.51% | — | +33.89% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.38% | -0.29% | +1.29% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.30% | — | -0.53% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.29% | — | -6.39% | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.29% | -0.17% | +0.42% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.26% | — | +4.79% | |
| 21 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.23% | — | -0.06% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.20% | -0.22% | +0.93% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.17% | +0.26% | +0.27% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.16% | -0.06% | +1.65% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | -0.01% | +0.63% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.15% | — | +1.38% | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 1.13% | — | +0.90% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 1.12% | +0.40% | +2.65% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 1.09% | — | +0.99% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 1.06% | -0.93% | EXIT | |
| 31 | DHR | Danaher CORP | 株式-ヘルスケア | 1.05% | — | -0.03% | |
| 32 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.05% | — | +1.35% | |
| 33 | WM | Waste Management INC | 株式-資本財 | 1.04% | — | +1.53% | |
| 34 | AJG | Arthur J Gallagher & Co | 株式-金融 | 1.03% | — | +1.04% | |
| 35 | DUK | Duke Energy CORP | 株式-公益事業 | 1.01% | — | +2.91% | |
| 36 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.94% | -0.21% | +0.94% | |
| 37 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.93% | — | +3.20% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.92% | -0.26% | +0.26% | |
| 39 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.92% | — | +0.59% | |
| 40 | BLKCHF | Blackrock INC | 株式-その他 | 0.91% | — | +1.28% | |
| 41 | ADBE | Adobe INC | 株式-IT | 0.90% | — | +0.07% | |
| 42 | PGX | Invesco Preferred ETF | ETF-その他 | 0.87% | — | +2.31% | |
| 43 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 0.87% | — | +2.70% | |
| 44 | AWK | American Water Works Co INC | 株式-公益事業 | 0.81% | — | +2.48% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | +0.09% | +0.73% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.75% | +0.03% | — | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.75% | +0.07% | +0.25% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.73% | -0.67% | +1.59% | |
| 49 | ACN | Accenture plc | 株式-IT | 0.68% | — | +0.17% | |
| 50 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.62% | — | +1.91% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.7% | +294.41% | 増加 |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +33.89% | 増加 |
| 3 | UPS | United Parcel Service-cl B | +0.3% | +1.35% | 増加 |
| 4 | VOO | Vanguard S&p 500 ETF | +0.3% | +15.52% | 増加 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +94.94% | 増加 |
| 6 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | +0.2% | +1.79% | 増加 |
| 7 | NVDA | Nvidia CORP | +0.2% | +0.25% | 増加 |
| 8 | MCD | Mcdonald's CORP | +0.1% | +1.29% | 増加 |
| 9 | WMT | Walmart INC | +0.1% | +1.23% | 増加 |
| 10 | ABT | Abbott Laboratories | +0.1% | +0.42% | 増加 |
| 11 | DHR | Danaher CORP | +0.1% | -0.03% | 減少 |
| 12 | IEMG | Ishares Core Msci Emerging | +0.1% | +1.06% | 増加 |
| 13 | AMZN | Amazon.com INC | +0.1% | +0.63% | 増加 |
| 14 | MA | Mastercard INC - A | +0.1% | +0.99% | 増加 |
| 15 | COST | Costco Wholesale CORP | +0.1% | +0.26% | 増加 |
| 16 | PYPL | Paypal Holdings INC | +0.1% | -0.28% | 減少 |
| 17 | HON | Honeywell International INC | +0.1% | +0.08% | 増加 |
| 18 | PEG | Public Service Enterprise Gp | +0.1% | +3.20% | 増加 |
| 19 | AWK | American Water Works Co INC | +0.1% | +2.48% | 増加 |
| 20 | PSA | Public Storage | +0.1% | +3.32% | 増加 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.83% | 増加 |
| 22 | ISRG | Intuitive Surgical INC | +0.1% | +0.98% | 増加 |
| 23 | DUK | Duke Energy CORP | 0% | +2.91% | 増加 |
| 24 | SYK | Stryker CORP | 0% | +1.50% | 増加 |
| 25 | VEA | Vanguard Ftse Developed ETF | 0% | +5.76% | 増加 |
| 26 | ADBE | Adobe INC | 0% | +0.07% | 増加 |
| 27 | SBUX | Starbucks CORP | 0% | +0.31% | 増加 |
| 28 | HD | Home Depot INC | 0% | -0.04% | 減少 |
| 29 | RWJ | Invesco S&p Smallcap 600 | 0% | +2.70% | 増加 |
| 30 | SUSA | Ishares Esg Optimized Msci U | 0% | -0.06% | 減少 |
| 31 | TJX | Tjx Companies INC | 0% | +0.94% | 増加 |
| 32 | AMGN | Amgen INC | — | +0.90% | 増加 |
| 33 | AJG | Arthur J Gallagher & Co | — | +1.04% | 増加 |
| 34 | MRK | Merck & Co. INC. | 0% | +1.38% | 増加 |
| 35 | WM | Waste Management INC | 0% | +1.53% | 増加 |
| 36 | RWL | Invesco S&p 500 Revenue ETF | 0% | +3.12% | 増加 |
| 37 | VZ | Verizon Communications INC | 0% | -0.53% | 減少 |
| 38 | USMV | Ishares Msci USA Min Vol Fac | 0% | +3.03% | 増加 |
| 39 | GSIE | Goldman Sachs Activebeta Int | 0% | +1.64% | 増加 |
| 40 | PEP | Pepsico INC | 0% | +0.93% | 増加 |
| 41 | IWF | Ishares Russell 1000 Growth | -0.1% | -6.39% | 減少 |
| 42 | INTC | Intel CORP | -0.1% | +0.07% | 増加 |
| 43 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +0.23% | 増加 |
| 44 | LLY | Eli Lilly & Co | -0.3% | +0.27% | 増加 |
| 45 | CSCO | Cisco Systems INC | -0.3% | +2.65% | 増加 |
| 46 | XOM | Exxon Mobil CORP | -0.3% | +1.59% | 増加 |
| 47 | MSFT | Microsoft CORP | -0.3% | -0.94% | 減少 |
| 48 | TMP | Tompkins Financial CORP | -0.8% | +7.40% | 増加 |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | 新規購入 |
| 50 | ✓ | Ishares Iboxx Usd Inv Grade | — | EXIT | 全売却 |