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Value $
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$125M
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Signature - Title
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David Twibell - President and Chief Compliance Officer
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Location
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Englewood, CO
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Summary
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This page shows a list of all the recent 13F filings made by Custom Portfolio Group LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Custom Portfolio Group LLC reported 236 stock holdings with total value $125M as of Q2 2024. Top holdings included SGOV, VOO, SCHB, IAU, and VGSH.