CIK: 0001005817
申告総資産額
$14.3億
上位200銘柄を表示中（全636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 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 7.58% | +0.11% | +3.31% | |
| 2 | VTHR | Vanguard Russell 3000 | ETF-その他 | 6.52% | +0.05% | +0.93% | |
| 3 | TMP | Tompkins Financial CORP | 株式-その他 | 6.41% | +0.36% | -0.81% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.33% | — | -2.01% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.92% | -0.08% | -3.45% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.88% | +0.07% | -1.62% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.32% | -0.92% | +7.74% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.53% | +0.11% | +16.15% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.43% | +0.26% | -3.83% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.42% | +1.16% | — | |
| 11 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 2.30% | +0.52% | -1.34% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 2.18% | — | +22.55% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 2.16% | -0.61% | -3.36% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.78% | +0.09% | -2.88% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.70% | -0.06% | -2.98% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.53% | -0.67% | -0.23% | |
| 17 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型株・グロース | 1.48% | +0.66% | -0.66% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 1.46% | +0.40% | -1.04% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.33% | -0.01% | -2.00% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.28% | -0.29% | -0.74% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.26% | +0.49% | +113.15% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.24% | — | -0.22% | |
| 23 | WM | Waste Management INC | 株式-資本財 | 1.10% | — | +0.50% | |
| 24 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.09% | -0.21% | -2.39% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.00% | -0.17% | +0.52% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.97% | — | -0.36% | |
| 27 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.96% | — | -0.36% | |
| 28 | TEL | TE Connectivity plc | 株式-IT | 0.93% | -0.36% | -2.18% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.92% | -0.26% | -2.10% | |
| 30 | BLK | Blackrock INC | 株式-金融 | 0.89% | — | -0.58% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | -0.05% | -0.62% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.88% | -0.01% | -1.96% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.87% | — | +7.14% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.87% | +0.20% | +465.74% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.85% | — | -1.28% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.82% | — | -1.01% | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.79% | -0.93% | EXIT | |
| 38 | DUK | Duke Energy CORP | 株式-公益事業 | 0.76% | — | +0.49% | |
| 39 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.75% | — | +0.21% | |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.75% | -0.24% | -1.88% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.73% | -0.22% | -1.64% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.71% | — | +20.06% | |
| 43 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.69% | -0.16% | -2.67% | |
| 44 | GD | General Dynamics CORP | 株式-資本財 | 0.67% | — | -0.73% | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.64% | — | -0.25% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | +0.01% | -0.01% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | +10.59% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | -3.79% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.48% | — | +5.61% | |
| 50 | PSA | Public Storage | 株式-不動産 | 0.48% | +0.01% | -4.37% |