| # | % | |||||
|---|---|---|---|---|---|---|
| 501 | EXXON MOBIL CORP | 83,733 | 6,225,000 | 2.01% | ||
| 502 | VANGUARD INDEX FDS | 130,801 | 10,039,000 | 3.25% | ||
| 503 | ISHARES TR | 86,960 | 11,878,000 | 3.84% | ||
| 504 | FIRST TR EXCHANGE TRADED FD | 561,066 | 12,303,000 | 3.98% | ||
| 505 | ISHARES TR | 437,474 | 17,319,000 | 5.60% | ||
| 506 | WISDOMTREE TR | 463,909 | 25,352,000 | 8.19% | ||
| 507 | TOMPKINS FINL CORP COM | 546,021 | 29,136,000 | 9.42% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001387131-15-003014, filed 2015.10.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.