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Signature - Title
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Kevin L Gray - Chief Compliance Officer
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Location
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Alamo, CA
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Holdings as of
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December 31, 2022
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Value $
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$521M
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Num holdings
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190
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Date filed
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2/2/2023, 03:46 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 IVV, SCHD, QQQ, CWI, and AAPL.