ITHACA, NY
Allocation by class
Portfolio Concentration
Top 3 weight
18.7%
Top 10 weight
35.4%
Voting Authority Distribution
Total shares with voting rights: 2.95M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.95M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 98.93K | SH | $28.63M 7.70% | 0.00 | 0.00 | 98.93K |
ISHARES TRSOLE | CORE S&P TTL STK | 127.28K | SH | $20.91M 5.62% | 0.00 | 0.00 | 127.28K |
NVIDIA CORPORATIONSOLE | COM | 100.19K | SH | $20.05M 5.39% | 0.00 | 0.00 | 100.19K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 15.53K | SH | $11.60M 3.12% | 0.00 | 0.00 | 15.53K |
TOMPKINS FINL CORPSOLE | COM | 117.94K | SH | $11.15M 3.00% | 0.00 | 0.00 | 117.94K |
ALPHABET INCSOLE | CAP STK CL C | 27.41K | SH | $9.69M 2.61% | 0.00 | 0.00 | 27.41K |
CATERPILLAR INCSOLE | COM | 7.80K | SH | $8.31M 2.23% | 0.00 | 0.00 | 7.80K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.98K | SH | $7.35M 1.98% | 0.00 | 0.00 | 9.98K |
MICROSOFT CORPSOLE | COM | 18.77K | SH | $7.00M 1.88% | 0.00 | 0.00 | 18.77K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 9.00 | SH | $6.74M 1.81% | 0.00 | 0.00 | 9.00 |
EXXON MOBIL CORPSOLE | COM | 48.18K | SH | $6.59M 1.77% | 0.00 | 0.00 | 48.18K |
ABBVIE INCSOLE | COM | 24.34K | SH | $6.13M 1.65% | 0.00 | 0.00 | 24.34K |
ISHARES TRSOLE | CORE DIV GRWTH | 77.90K | SH | $5.90M 1.59% | 0.00 | 0.00 | 77.90K |
AMAZON COM INCSOLE | COM | 24.37K | SH | $5.81M 1.56% | 0.00 | 0.00 | 24.37K |
JPMORGAN CHASE &COSOLE | COM | 17.29K | SH | $5.66M 1.52% | 0.00 | 0.00 | 17.29K |
ISHARES TRSOLE | CORE S&P US GWT | 29.67K | SH | $5.58M 1.50% | 0.00 | 0.00 | 29.67K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.39K | SH | $5.54M 1.49% | 0.00 | 0.00 | 7.39K |
ALPHABET INCSOLE | CAP STK CL A | 14.65K | SH | $5.24M 1.41% | 0.00 | 0.00 | 14.65K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.39K | SH | $5.20M 1.40% | 0.00 | 0.00 | 10.39K |
JOHNSON &JOHNSONSOLE | COM | 18.98K | SH | $4.82M 1.30% | 0.00 | 0.00 | 18.98K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 30.33K | SH | $4.79M 1.29% | 0.00 | 0.00 | 30.33K |
PROCTER &GAMBLE COSOLE | COM | 32.39K | SH | $4.75M 1.28% | 0.00 | 0.00 | 32.39K |
PALO ALTO NETWORKS INCSOLE | COM | 12.63K | SH | $4.31M 1.16% | 0.00 | 0.00 | 12.63K |
EMERSON ELEC COSOLE | COM | 29.78K | SH | $4.26M 1.15% | 0.00 | 0.00 | 29.78K |
CORNING INCSOLE | COM | 13.18K | SH | $3.37M 0.91% | 0.00 | 0.00 | 13.18K |