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Signature - Title
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Jeffrey Waters - Chief Compliance Officer
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Location
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Short Hills, NJ
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Holdings as of
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December 31, 2024
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Value $
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$94.8M
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Num holdings
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52
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Date filed
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1/23/2025, 09:47 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, VOO, IVV, ICSH, and PTLC.