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Signature - Title
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Wade Balliet - Head of Investment Advisory & Management / Wealth Management
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Location
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Monterey Park, CA
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Holdings as of
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December 31, 2014
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Value $
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$685M
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Num holdings
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292
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Date filed
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1/28/2015, 11:45 AM
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Form type
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13F-HR
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Description
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All US holdings of this investor are reported in this report. Top holdings included AAPL, SPY, EFA, EEM, and BKLN.