Top 6 Cohen Lawrence B Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corporation | 28.72% | 1.6K | $590K | -95.65%(-34.49K) | — | 2023-12-31 | |
| AAPL | Apple Inc | 17.66% | 1.9K | $363K | -97.61%(-76.90K) | — | 2023-12-31 | |
| AMZN | Amazon.com Inc | 16.74% | 2.3K | $344K | -95.22%(-45.08K) | — | 2023-12-31 | |
| GOOGL | Alphabet Inc Cl A | 12.98% | 1.9K | $267K | -88.05%(-14.07K) | — | 2023-12-31 | |
| AVLV | Avantis US Large Cap Value ETF | 12.55% | 4.5K | $258K | new | — | 2023-12-31 | |
| SPY | SPDR S&P 500 ETF | 11.35% | 491 | $233K | -91.50%(-5.28K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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