Top 50 Moreno Evelyn V Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 6.77% | 74.5K | $14.3M | -63.66%(-130.50K) | — | 2023-12-31 | |
| MSFT | Microsoft Corporation | 6.54% | 36.9K | $13.9M | -60.71%(-56.94K) | — | 2023-12-31 | |
| MDY | SPDR S&P MidCap 400 ETF | 4.27% | 17.8K | $9.0M | -67.82%(-37.58K) | — | 2023-12-31 | |
| GOOG | Alphabet Inc Cl C | 4.04% | 60.8K | $8.6M | -51.52%(-64.59K) | — | 2023-12-31 | |
| AMZN | Amazon.com Inc | 3.79% | 52.8K | $8.0M | -58.86%(-75.56K) | — | 2023-12-31 | |
| NVDA | NVIDIA Corp | 2.78% | 11.9K | $5.9M | -62.22%(-19.62K) | — | 2023-12-31 | |
| AVLV | Avantis US Large Cap Value ETF | 2.4% | 87.9K | $5.1M | new | — | 2023-12-31 | |
| CRM | Salesforce Inc | 1.9% | 15.3K | $4.0M | -65.51%(-29.03K) | — | 2023-12-31 | |
| JPM | JPMorgan Chase & Co | 1.86% | 23.2K | $3.9M | -61.91%(-37.72K) | — | 2023-12-31 | |
| BKNG | Booking Holdings Inc | 1.8% | 1.1K | $3.8M | -65.46%(-2.04K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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