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Signature - Title
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Jennifer Luippold - Chief Compliance Officer
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Location
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Walnut Creek, CA
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Holdings as of
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December 31, 2020
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Value $
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$237M
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Num holdings
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233
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Date filed
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1/29/2021, 10:52 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 TLT, AAPL, AMZN, VPU, and CVX.