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Signature - Title
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James DeMeo - Chief Compliance Officer
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Location
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Lake Success, NY
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Holdings as of
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March 31, 2025
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Value $
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$356M
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Num holdings
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116
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Date filed
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4/9/2025, 01:48 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, AAPL, EFA, IVV, and IJR.