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Signature - Title
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Stephanie West - Compliance Consultant
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Location
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Santa Ana, CA
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Holdings as of
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March 31, 2025
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Value $
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$673M
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Num holdings
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1,588
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Date filed
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4/24/2025, 04:32 PM
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Form type
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13F-HR/A-1 - Restatement
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Description
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All US holdings of this investor are reported in this report. Top holdings included IVV, AAPL, AGG, FVD, and QQQ.