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Signature - Title
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Brian Lavoie - CCO/Director of Operations
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Location
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Solana Beach, CA
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Holdings as of
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June 30, 2021
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Value $
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$772M
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Num holdings
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500
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Date filed
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8/13/2021, 05:48 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 AAPL, SPY, MSFT, QQQ, and AMZN.