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Signature - Title
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Julie Meissner - 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, 2024
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Value $
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$211M
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Num holdings
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161
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Date filed
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2/13/2025, 09:14 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 MSFT, AAPL, BRKA, IVV, and NVDA.