Q1 2019 Holdings
Filed 2019-04-17 | 471 holdings | $526.4K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2019-04-30) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO)A | EQUITIES/EXCHANGE TRADED FUNDS | 17275R102 | $6.5K | 120,664 | 1.2% |
| Exxon Mobil Corp(XOM)A | EQUITIES/EXCHANGE TRADED FUNDS | 30231G102 | $7.2K | 88,826 | 1.4% |
| Vanguard TAX Managed Intl FD(VEA)A | INTERNATIONAL | 921943858 | $8.0K | 195,362 | 1.5% |
| Vanguard Index FDS(VOO)A | EQUITIES/EXCHANGE TRADED FUNDS | 922908363 | $8.3K | 31,797 | 1.6% |
| Apple Inc(AAPL)A | EQUITIES/EXCHANGE TRADED FUNDS | 037833100 | $12.4K | 65,130 | 2.4% |
| Microsoft Corp(MSFT)A | EQUITIES/EXCHANGE TRADED FUNDS | 594918104 | $12.5K | 105,960 | 2.4% |
| Wisdomtree TR(XSOE)A | EMERGING MARKETS-ETF | 97717X578 | $12.5K | 435,145 | 2.4% |
| Ishares(IJH)A | SMALL/MID CAP-ETF | 464287507 | $13.8K | 72,795 | 2.6% |
| Ishares Inc(IEMG)A | EMERGING MARKETS-ETF | 46434G103 | $16.2K | 313,969 | 3.1% |
| Vanguard Admiral FDS Inc(VOOG)A | LARGE CAP-ETF | 921932505 | $16.6K | 107,219 | 3.1% |
| Vanguard M Short Term(VTIP)A | SHORT-TERM BOND-ETF | 922020805 | $17.9K | 367,845 | 3.4% |
| Ishares TR(USMV)A | LARGE CAP-ETF | 46429B697 | $20.5K | 349,534 | 3.9% |
| Oppenheimer ETF TRA | LARGE CAP-ETF | 68386C104 | $21.4K | 415,128 | 4.1% |
| Vanguard BD IND FD ETF(BND)A | LONG/INTERMEDIATE BOND-ETF | 921937835 | $27.9K | 343,586 | 5.3% |
| Tompkins Financial Corp(TMP)A | EQUITIES/EXCHANGE TRADED FUNDS | 890110109 | $36.3K | 477,606 | 6.9% |
| Ishares TR(EFAV)A | INTERNATIONAL | 46429B689 | $45.5K | 631,491 | 8.6% |