Q4 2023 Holdings
Filed 2024-02-01 | 3 holdings | $5.4M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2024-02-01) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(SHY)A | 1 3 YR TREAS BD | 464287457 | $4.3M | 52,316 | 79.4% |
| Exxon Mobil Corp(XOM)A | COM | 30231G102 | $799.8K | 8,000 | 14.8% |
| Tompkins Finl Corp(TMP)A | COM | 890110109 | $315.1K | 5,232 | 5.8% |