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Signature - Title
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Owen Schrum - President CEO
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Location
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St. Augustine, FL
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Holdings as of
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September 30, 2024
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Value $
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$194M
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Num holdings
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167
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Date filed
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11/5/2024, 01:49 PM
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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 SPY, MSFT, AAPL, FXL, and RSP.