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Signature - Title
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Jon Greer - Principal
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Location
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Mount Laurel, NJ
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Holdings as of
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March 31, 2025
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Value $
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$305M
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Num holdings
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112
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Date filed
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5/13/2025, 02:19 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 VTI, VYM, SCHB, AAPL, and SCHD.