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Signature - Title
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Michelle Eldridge - SR. COMPLIANCE OFFICER
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Location
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Santa Barbara, CA
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Holdings as of
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December 31, 2023
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Value $
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$212M
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Num holdings
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173
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Date filed
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1/8/2024, 03:50 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, CARY, MSFT, QQQ, and BRKB.