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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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December 31, 2021
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Value $
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$1.29B
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Num holdings
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762
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Date filed
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2/14/2022, 04:09 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, MSFT, SPY, QQQ, and AMZN.