COHEN LAWRENCE B

PrivateCIK: 1324022
Location

BOSTON, MA

6
Positions
$2.06M
Total AUM (reported)
12.59K
Total Shares

Allocation by class

TOTAL AUM$2.06M6 positions
COM$2.06M100.0%

Portfolio Concentration

Top 363.1%4–1036.9%TOP 10100.0%0%100%
Top 3$1.30M63.1%
4–10$758.1K36.9%

Top 3 weight

63.1%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 12.59K

Sole

Full voting authority

12.59K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:

Microsoft Corporation

SOLE
Com
Shares1.57K
TypeSH
Market value$590.4K
28.72%
Sole
1.57K
Shared
0.00
None
0.00

Apple Inc

SOLE
Com
Shares1.89K
TypeSH
Market value$362.9K
17.66%
Sole
1.89K
Shared
0.00
None
0.00

Amazon.com Inc

SOLE
Com
Shares2.27K
TypeSH
Market value$344.1K
16.74%
Sole
2.27K
Shared
0.00
None
0.00

Alphabet Inc Cl A

SOLE
Com
Shares1.91K
TypeSH
Market value$266.8K
12.98%
Sole
1.91K
Shared
0.00
None
0.00

Avantis US Large Cap Value ETF

SOLE
Com
Shares4.46K
TypeSH
Market value$257.9K
12.55%
Sole
4.46K
Shared
0.00
None
0.00

SPDR S&P 500 ETF

SOLE
Com
Shares491.00
TypeSH
Market value$233.4K
11.35%
Sole
491.00
Shared
0.00
None
0.00