CIK: 0001005817
申報總市值
US$14.3億
僅顯示前 200 大持股（共 379 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TMP | Tompkins Financial CORP | 股票-其他 | 12.60% | +0.36% | -2.87% | |
| 2 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 5.19% | — | +1.96% | |
| 3 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 5.01% | — | +0.28% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.74% | — | -1.08% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.59% | -0.01% | -0.23% | |
| 6 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 3.47% | — | -0.55% | |
| 7 | OPY | Oppenheimer Holdings Inc. | 股票-其他 | 2.97% | — | -0.04% | |
| 8 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 2.49% | — | — | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.39% | — | — | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.91% | -0.67% | +0.52% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.68% | -0.08% | +1.27% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.68% | +0.11% | -8.70% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.41% | — | -2.37% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.40% | — | -0.31% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.19% | — | +27.50% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.06% | -0.60% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.12% | — | -36.95% | |
| 18 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.00% | — | +3.59% | |
| 19 | HD | Home Depot INC | 股票-循環性消費 | 1.00% | -0.05% | +1.12% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.96% | — | +1.15% | |
| 21 | PEP | Pepsico INC | 股票-非循環性消費 | 0.93% | -0.22% | +1.06% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.90% | +0.03% | -0.65% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.89% | — | -0.79% | |
| 24 | MO | Altria Group INC | 股票-非循環性消費 | 0.88% | — | +1.78% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.88% | -0.29% | +3.53% | |
| 26 | EXC | Exelon CORP | 股票-公用事業 | 0.88% | — | +1.95% | |
| 27 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.86% | — | +1.95% | |
| 28 | NBTB | N B T Bancorp INC | 股票-其他 | 0.80% | — | -1.23% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.80% | +0.40% | +7.07% | |
| 30 | MMM | 3m Co | 股票-工業 | 0.80% | — | +2.41% | |
| 31 | PFE | Pfizer INC | 股票-醫療保健 | 0.78% | — | +2.38% | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.77% | — | +1.53% | |
| 33 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.77% | — | +4.25% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.76% | +0.16% | +28.15% | |
| 35 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.75% | — | +13.33% | |
| 36 | ✓ | 股票-其他 | 0.74% | — | +2.08% | ||
| 37 | DUK | Duke Energy CORP | 股票-公用事業 | 0.72% | — | +5.29% | |
| 38 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.72% | — | -2.25% | |
| 39 | WM | Waste Management INC | 股票-工業 | 0.72% | — | -0.03% | |
| 40 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.70% | — | +1.66% | |
| 41 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.66% | — | +5.50% | |
| 42 | BBTUSD | Bb&t CORP | 股票-其他 | 0.65% | — | +3.38% | |
| 43 | SO | Southern Co/the | 股票-公用事業 | 0.63% | — | +5.99% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.63% | +0.26% | -3.49% | |
| 45 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.62% | -0.21% | +1.53% | |
| 46 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.62% | — | +0.31% | |
| 47 | GD | General Dynamics CORP | 股票-工業 | 0.61% | — | +2.24% | |
| 48 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.60% | — | +3.81% | |
| 49 | HON | Honeywell International INC | 股票-工業 | 0.60% | -0.93% | EXIT | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.59% | -0.92% | +73.11% |