ITHACA, NY
Allocation by class
Portfolio Concentration
Top 3 weight
20.5%
Top 10 weight
37.1%
Voting Authority Distribution
Total shares with voting rights: 3M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 98.85K | SH | $32.92M 8.58% | 0.00 | 0.00 | 98.85K |
ISHARES TRSOLE | CORE S&P TTL STK | 138.37K | SH | $23.01M 5.99% | 0.00 | 0.00 | 138.37K |
NVIDIA CORPORATIONSOLE | COM | 100.03K | SH | $22.84M 5.95% | 0.00 | 0.00 | 100.03K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 15.08K | SH | $11.50M 3.00% | 0.00 | 0.00 | 15.08K |
TOMPKINS FINL CORPSOLE | COM | 114.99K | SH | $11.07M 2.88% | 0.00 | 0.00 | 114.99K |
ALPHABET INCSOLE | CAP STK CL C | 27.53K | SH | $9.38M 2.44% | 0.00 | 0.00 | 27.53K |
MICROSOFT CORPSOLE | COM | 18.27K | SH | $9.37M 2.44% | 0.00 | 0.00 | 18.27K |
EXXONMOBIL HOLDINGS CORPSOLE | COM SHS | 47.95K | SH | $7.80M 2.03% | 0.00 | 0.00 | 47.95K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 10.34K | SH | $7.65M 1.99% | 0.00 | 0.00 | 10.34K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 9.00 | SH | $6.72M 1.75% | 0.00 | 0.00 | 9.00 |
CATERPILLAR INCSOLE | COM | 7.68K | SH | $6.22M 1.62% | 0.00 | 0.00 | 7.68K |
AMAZON COM INCSOLE | COM | 24.32K | SH | $6.06M 1.58% | 0.00 | 0.00 | 24.32K |
ABBVIE INCSOLE | COM | 23.10K | SH | $6.04M 1.57% | 0.00 | 0.00 | 23.10K |
ISHARES TRSOLE | CORE S&P US GWT | 31.06K | SH | $6.02M 1.57% | 0.00 | 0.00 | 31.06K |
ISHARES TRSOLE | CORE DIV GRWTH | 77.94K | SH | $5.88M 1.53% | 0.00 | 0.00 | 77.94K |
JPMORGAN CHASE &COSOLE | COM | 17.28K | SH | $5.72M 1.49% | 0.00 | 0.00 | 17.28K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.39K | SH | $5.66M 1.47% | 0.00 | 0.00 | 7.39K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.37K | SH | $5.16M 1.35% | 0.00 | 0.00 | 10.37K |
ALPHABET INCSOLE | CAP STK CL A | 14.55K | SH | $5.01M 1.30% | 0.00 | 0.00 | 14.55K |
PALO ALTO NETWORKS INCSOLE | COM | 12.38K | SH | $4.92M 1.28% | 0.00 | 0.00 | 12.38K |
JOHNSON &JOHNSONSOLE | COM | 18.58K | SH | $4.92M 1.28% | 0.00 | 0.00 | 18.58K |
PROCTER &GAMBLE COSOLE | COM | 32.71K | SH | $4.75M 1.24% | 0.00 | 0.00 | 32.71K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 30.38K | SH | $4.72M 1.23% | 0.00 | 0.00 | 30.38K |
EMERSON ELEC COSOLE | COM | 28.80K | SH | $4.47M 1.16% | 0.00 | 0.00 | 28.80K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 4.91K | SH | $3.31M 0.86% | 0.00 | 0.00 | 4.91K |