Mga Batayang Estadistika
| Nilai Portofolio | $ 2,055,529 |
| Posisi Saat Ini | 6 |
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)
Cohen Lawrence B telah mengungkapkan total kepemilikan 6 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 2,055,529 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Cohen Lawrence B adalah Microsoft Corporation (US:MSFT) , Apple Inc. (US:AAPL) , Amazon.com, Inc. (US:AMZN) , Alphabet Inc. (US:GOOGL) , and American Century ETF Trust - Avantis U.S. Large Cap Value ETF (US:AVLV) . Posisi baru Cohen Lawrence B meliputi: American Century ETF Trust - Avantis U.S. Large Cap Value ETF (US:AVLV) , .
Peningkatan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 0.00 | 0.59 | 28.7217 | 21.0397 | |
| 0.00 | 0.34 | 16.7424 | 12.6818 | |
| 0.00 | 0.26 | 12.5466 | 12.5466 | |
| 0.00 | 0.27 | 12.9800 | 11.5691 | |
| 0.00 | 0.23 | 11.3536 | 9.6883 | |
| 0.00 | 0.36 | 17.6557 | 8.5557 |
Penurunan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 0.00 | 0.00 | -3.7969 | ||
| 0.00 | 0.00 | -2.5923 | ||
| 0.00 | 0.00 | -2.4467 | ||
| 0.00 | 0.00 | -2.4232 | ||
| 0.00 | 0.00 | -2.4018 | ||
| 0.00 | 0.00 | -2.2953 | ||
| 0.00 | 0.00 | -2.2121 | ||
| 0.00 | 0.00 | -2.1730 | ||
| 0.00 | 0.00 | -2.1493 | ||
| 0.00 | 0.00 | -2.0304 |
Pengajuan 13F dan Dana
Formulir ini diajukan pada 2024-02-09 untuk periode pelaporan 2023-12-31. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. 
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| Keamanan | Ketik | Harga Saham Rata-rata | Saham (MM) |
ΔSaham (%) |
ΔSaham (%) |
Nilai ($MM) |
Portpolyo (%) |
ΔPortofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|
| MSFT / Microsoft Corporation | 0.00 | -95.65 | 0.59 | -94.82 | 28.7217 | 21.0397 | |||
| AAPL / Apple Inc. | 0.00 | -97.61 | 0.36 | -97.32 | 17.6557 | 8.5557 | |||
| AMZN / Amazon.com, Inc. | 0.00 | -95.22 | 0.34 | -94.28 | 16.7424 | 12.6818 | |||
| GOOGL / Alphabet Inc. | 0.00 | -88.05 | 0.27 | -87.28 | 12.9800 | 11.5691 | |||
| AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF | 0.00 | 0.26 | 12.5466 | 12.5466 | |||||
| SPY / SPDR S&P 500 ETF | 0.00 | -91.50 | 0.23 | -90.56 | 11.3536 | 9.6883 | |||
| WMT / Walmart Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.5559 | ||||
| LOW / Lowe's Companies, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.4114 | ||||
| MMM / 3M Company | 0.00 | -100.00 | 0.00 | -100.00 | -0.2130 | ||||
| XOM / Exxon Mobil Corporation | 0.00 | -100.00 | 0.00 | -100.00 | -2.2121 | ||||
| DIS / The Walt Disney Company | 0.00 | -100.00 | 0.00 | -100.00 | -1.0965 | ||||
| JNJ / Johnson & Johnson | 0.00 | -100.00 | 0.00 | -100.00 | -2.1730 | ||||
| BKNG / Booking Holdings Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -2.1493 | ||||
| ALNY / Alnylam Pharmaceuticals, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -0.2151 | ||||
| PEP / PepsiCo, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.9596 | ||||
| HD / The Home Depot, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -0.3759 | ||||
| IQV / IQVIA Holdings Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.9034 | ||||
| CMCSA / Comcast Corporation | 0.00 | -100.00 | 0.00 | -100.00 | -1.4984 | ||||
| QNCX / Quince Therapeutics, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -0.0084 | ||||
| VTIAX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Admiral | 0.00 | -100.00 | 0.00 | -100.00 | -0.2112 | ||||
| ROK / Rockwell Automation, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.6045 | ||||
| MDT / Medtronic plc | 0.00 | -100.00 | 0.00 | -100.00 | -1.4893 | ||||
| RNXT / RenovoRx, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -0.0872 | ||||
| NVS / Novartis AG - Depositary Receipt (Common Stock) | 0.00 | -100.00 | 0.00 | -100.00 | -1.7417 | ||||
| MA / Mastercard Incorporated | 0.00 | -100.00 | 0.00 | -100.00 | -2.5923 | ||||
| TMO / Thermo Fisher Scientific Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.8772 | ||||
| EL / The Estée Lauder Companies Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -0.7188 | ||||
| ACIU / AC Immune SA | 0.00 | -100.00 | 0.00 | -100.00 | -0.0247 | ||||
| NEE / NextEra Energy, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.4417 | ||||
| GILD / Gilead Sciences, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.0491 | ||||
| VMW / Vmware Inc. - Class A | 0.00 | -100.00 | 0.00 | -100.00 | -2.4467 | ||||
| KO / The Coca-Cola Company | 0.00 | -100.00 | 0.00 | -100.00 | -1.5437 | ||||
| DE / Deere & Company | 0.00 | -100.00 | 0.00 | -100.00 | -1.8528 | ||||
| TSLA / Tesla, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -0.1519 | ||||
| JPM / JPMorgan Chase & Co. | 0.00 | -100.00 | 0.00 | -100.00 | -1.5579 | ||||
| AMT / American Tower Corporation | 0.00 | -100.00 | 0.00 | -100.00 | -1.2139 | ||||
| EW / Edwards Lifesciences Corporation | 0.00 | -100.00 | 0.00 | -100.00 | -0.3965 | ||||
| ICE / Intercontinental Exchange, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.7271 | ||||
| CRM / Salesforce, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -2.2953 | ||||
| ROP / Roper Technologies, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.5742 | ||||
| EFA / iShares Trust - iShares MSCI EAFE ETF | 0.00 | -100.00 | 0.00 | -100.00 | -1.6123 | ||||
| NKE / NIKE, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.0697 | ||||
| LII / Lennox International Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -0.2562 | ||||
| LIN / Linde plc | 0.00 | -100.00 | 0.00 | -100.00 | -2.0115 | ||||
| GD / General Dynamics Corporation | 0.00 | -100.00 | 0.00 | -100.00 | -1.9290 | ||||
| CVX / Chevron Corporation | 0.00 | -100.00 | 0.00 | -100.00 | -1.8210 | ||||
| NVDA / NVIDIA Corporation | 0.00 | -100.00 | 0.00 | -100.00 | -2.4018 | ||||
| WM / Waste Management, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.5933 | ||||
| GOOG / Alphabet Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -3.7969 | ||||
| ZBH / Zimmer Biomet Holdings, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -0.3028 | ||||
| TRV / The Travelers Companies, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.2238 | ||||
| SYK / Stryker Corporation | 0.00 | -100.00 | 0.00 | -100.00 | -2.0304 | ||||
| BAC / Bank of America Corporation | 0.00 | -100.00 | 0.00 | -100.00 | -1.1252 | ||||
| TJX / The TJX Companies, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -2.4232 | ||||
| BRK.B / Berkshire Hathaway Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -0.1501 | ||||
| DHR / Danaher Corporation | 0.00 | -100.00 | 0.00 | -100.00 | -1.7494 | ||||
| USB / U.S. Bancorp | 0.00 | -100.00 | 0.00 | -100.00 | -0.8414 | ||||
| PG / The Procter & Gamble Company | 0.00 | -100.00 | 0.00 | -100.00 | -2.0059 | ||||
| PANW / Palo Alto Networks, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.9580 | ||||
| C.WSA / Citigroup, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.2719 | ||||
| ABBV / AbbVie Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -0.1378 |
