CIK: 0001005817
申告総資産額
$14.3億
上位200銘柄を表示中（全565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 | 7.03% | +0.36% | -1.47% | |
| 2 | VTHR | Vanguard Russell 3000 | ETF-その他 | 6.86% | +0.05% | +7.23% | |
| 3 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 6.38% | +0.11% | -12.66% | |
| 4 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 4.08% | +1.16% | +61.54% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.66% | -0.08% | -2.25% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.50% | +0.07% | -5.66% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.45% | -0.92% | -1.03% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 3.36% | — | +51.85% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 3.35% | — | -1.10% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.56% | +0.11% | +3.59% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 2.39% | -0.61% | -2.93% | |
| 12 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 2.25% | +0.52% | +1.58% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.16% | -0.67% | -1.84% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.06% | +0.26% | -3.27% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.61% | +0.09% | -3.82% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.55% | -0.06% | -2.34% | |
| 17 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型株・グロース | 1.51% | +0.66% | +4.60% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 1.45% | +0.40% | -3.37% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 1.35% | — | -0.98% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.33% | -0.29% | -0.58% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | -0.01% | -1.17% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.18% | +0.20% | +30.56% | |
| 23 | WM | Waste Management INC | 株式-資本財 | 1.16% | — | -1.41% | |
| 24 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.13% | -0.21% | -2.14% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.13% | +0.49% | -4.76% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.07% | -0.26% | -1.32% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.96% | — | -0.68% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 0.93% | -0.93% | EXIT | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.86% | — | -0.56% | |
| 30 | TEL | TE Connectivity plc | 株式-IT | 0.86% | -0.36% | -2.34% | |
| 31 | DUK | Duke Energy CORP | 株式-公益事業 | 0.85% | — | -1.73% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.85% | -0.05% | -1.33% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.84% | -0.17% | -0.39% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.83% | -0.22% | +2.11% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.82% | -0.01% | -11.02% | |
| 36 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.82% | — | -0.88% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | — | -0.94% | |
| 38 | BLK | Blackrock INC | 株式-金融 | 0.81% | — | -1.33% | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.78% | -0.24% | +1.69% | |
| 40 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.76% | — | -1.33% | |
| 41 | GD | General Dynamics CORP | 株式-資本財 | 0.69% | — | -1.78% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | — | -2.31% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.61% | — | +0.55% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.61% | +0.01% | -0.30% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.58% | +0.16% | +31.20% | |
| 46 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.57% | -0.16% | -0.90% | |
| 47 | DHR | Danaher CORP | 株式-ヘルスケア | 0.54% | — | +0.11% | |
| 48 | PSA | Public Storage | 株式-不動産 | 0.53% | +0.01% | +3.05% | |
| 49 | SYK | Stryker CORP | 株式-ヘルスケア | 0.45% | — | -0.23% | |
| 50 | ICE | Intercontinental Exchange In | 株式-金融 | 0.40% | -0.13% | -0.40% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ACWX | Ishares Msci Acwi Ex US ETF | +1.7% | +61.54% | 増加 |
| 2 | BND | Vanguard Total Bond Market | +1.2% | +51.85% | 増加 |
| 3 | XOM | Exxon Mobil CORP | +0.6% | -1.84% | 減少 |
| 4 | TMP | Tompkins Financial CORP | +0.6% | -1.47% | 減少 |
| 5 | VTHR | Vanguard Russell 3000 | +0.3% | +7.23% | 増加 |
| 6 | IWR | Ishares Russell Mid-cap ETF | +0.3% | +30.56% | 増加 |
| 7 | WMT | Walmart INC | +0.2% | -2.93% | 減少 |
| 8 | IWM | Ishares Russell 2000 ETF | +0.2% | +31.20% | 増加 |
| 9 | COST | Costco Wholesale CORP | +0.2% | -1.32% | 減少 |
| 10 | HON | Honeywell International INC | +0.1% | -0.83% | 減少 |
| 11 | MRK | Merck & Co. INC. | +0.1% | -0.68% | 減少 |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.1% | -1.03% | 減少 |
| 13 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +305.16% | 増加 |
| 14 | AMGN | Amgen INC | +0.1% | -0.98% | 減少 |
| 15 | AVGO | Broadcom INC | +0.1% | +378.53% | 増加 |
| 16 | PEP | Pepsico INC | +0.1% | +2.11% | 増加 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +357.98% | 増加 |
| 18 | JNJ | Johnson & Johnson | +0.1% | -2.31% | 減少 |
| 19 | DUK | Duke Energy CORP | +0.1% | -1.73% | 減少 |
| 20 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +401.82% | 増加 |
| 21 | CVX | Chevron CORP | +0.1% | -0.97% | 減少 |
| 22 | PWR | Quanta Services INC | +0.1% | -1.10% | 減少 |
| 23 | SPMO | Invesco S&p 500 Momentum ETF | -0.1% | +1.58% | 増加 |
| 24 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -11.02% | 減少 |
| 25 | MOAT | Vaneck Morningstar Wide Moat | -0.1% | -13.51% | 減少 |
| 26 | ORCL | Oracle CORP | -0.1% | -23.05% | 減少 |
| 27 | ADP | Automatic Data Processing | -0.1% | -11.39% | 減少 |
| 28 | PM | Philip Morris International | -0.1% | -49.24% | 減少 |
| 29 | TEL | TE Connectivity plc | -0.1% | -2.34% | 減少 |
| 30 | BLK | Blackrock INC | -0.1% | -1.33% | 減少 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -16.18% | 減少 |
| 32 | DHR | Danaher CORP | -0.1% | +0.11% | 増加 |
| 33 | AMZN | Amazon.com INC | -0.1% | -1.17% | 減少 |
| 34 | MA | Mastercard INC - A | -0.1% | -0.56% | 減少 |
| 35 | ISRG | Intuitive Surgical INC | -0.1% | -0.90% | 減少 |
| 36 | XLK | Ss Technology Select Sector | -0.1% | -4.76% | 減少 |
| 37 | AJG | Arthur J Gallagher & Co | -0.1% | -0.88% | 減少 |
| 38 | JPM | Jpmorgan Chase & Co | -0.2% | -2.34% | 減少 |
| 39 | ABT | Abbott Laboratories | -0.2% | -0.39% | 減少 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.2% | -3.82% | 減少 |
| 41 | WBS | Webster Financial CORP | -0.2% | -46.49% | 減少 |
| 42 | AAPL | Apple INC | -0.3% | -2.25% | 減少 |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.3% | -99.98% | 減少 |
| 44 | LLY | Eli Lilly & Co | -0.4% | -3.27% | 減少 |
| 45 | ADBE | Adobe INC | -0.4% | -96.19% | 減少 |
| 46 | NVDA | Nvidia CORP | -0.4% | -5.66% | 減少 |
| 47 | SCHG | Schwab US Large-cap Growth | -0.7% | -99.98% | 減少 |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | -0.9% | -98.27% | 減少 |
| 49 | MSFT | Microsoft CORP | -1% | -1.10% | 減少 |
| 50 | IWL | Ishares Russell Top 200 ETF | -1.2% | -12.66% | 減少 |