0001172661-24-001231.txt : 20240214
0001172661-24-001231.hdr.sgml : 20240214
20240214142925
ACCESSION NUMBER: 0001172661-24-001231
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240214
DATE AS OF CHANGE: 20240214
EFFECTIVENESS DATE: 20240214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Apriem Advisors
CENTRAL INDEX KEY: 0001425165
ORGANIZATION NAME:
IRS NUMBER: 330188030
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12756
FILM NUMBER: 24636136
BUSINESS ADDRESS:
STREET 1: 19200 VON KARMAN AVE
STREET 2: #1050
CITY: IRVINE
STATE: CA
ZIP: 92612
BUSINESS PHONE: 949-253-8888
MAIL ADDRESS:
STREET 1: 19200 VON KARMAN AVE
STREET 2: #1050
CITY: IRVINE
STATE: CA
ZIP: 92612
FORMER COMPANY:
FORMER CONFORMED NAME: Iwamoto, Kong & Co., Inc.
DATE OF NAME CHANGE: 20080125
13F-HR
1
primary_doc.xml
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0001425165
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12-31-2023
12-31-2023
false
Apriem Advisors
19200 VON KARMAN AVE
#1050
IRVINE
CA
92612
13F HOLDINGS REPORT
028-12756
000108188
801-55371
N
Benjamin C. Lau
VP, CIO, Director
949-253-8888
/s/ Benjamin C. Lau
Irvine
CA
02-14-2024
0
151
748498562
INFORMATION TABLE
2
infotable.xml
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ABRDN ASIA PACIFIC INCOME FU
COM
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SOLE
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0
ABRDN GOLD ETF TRUST
PHYSCL GOLD SHS
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228569
11579
SH
SOLE
5579
6000
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
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1445
SH
SOLE
1445
0
0
ADOBE INC
COM
00724F101
15305773
25655
SH
SOLE
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2333
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ADVANCED MICRO DEVICES INC
COM
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3105929
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540
0
AGNICO EAGLE MINES LTD
COM
008474108
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53400
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SOLE
53400
0
0
ALPHABET INC
CAP STK CL A
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ALPHABET INC
CAP STK CL C
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ALTAIR ENGR INC
COM CL A
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AMAZON COM INC
COM
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AMERICAN TOWER CORP NEW
COM
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AMGEN INC
COM
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ANSYS INC
COM
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APPLE INC
COM
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AT&T INC
COM
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AUTODESK INC
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COM
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CL B NEW
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BLACKROCK FLOATING RATE INCO
COM
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BOEING CO
COM
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BRISTOL-MYERS SQUIBB CO
COM
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BROADCOM INC
COM
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CADELER A S
SPON ADR
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CASTOR MARITIME INC
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CELSIUS HLDGS INC
COM NEW
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CHEVRON CORP NEW
COM
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SOLE
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140
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CINTAS CORP
COM
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SH
SOLE
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CISCO SYS INC
COM
17275R102
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SH
SOLE
17074
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CLOROX CO DEL
COM
189054109
376185
2638
SH
SOLE
2638
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0
COCA COLA CO
COM
191216100
276510
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SH
SOLE
4139
553
0
CONSOLIDATED EDISON INC
COM
209115104
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22710
SH
SOLE
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0
COSTAR GROUP INC
COM
22160N109
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SH
SOLE
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COSTCO WHSL CORP NEW
COM
22160K105
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0
CVB FINL CORP
COM
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SH
SOLE
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0
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
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SOLE
5610
0
0
DISNEY WALT CO
COM
254687106
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SH
SOLE
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DNP SELECT INCOME FD INC
COM
23325P104
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SH
SOLE
14900
2500
0
DOUBLELINE INCOME SOLUTIONS
COM
258622109
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SOLE
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DOUBLELINE OPPORTUNISTIC CR
COM
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SH
SOLE
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DUKE ENERGY CORP NEW
COM NEW
26441C204
324890
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SH
SOLE
3348
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0
EATON CORP PLC
SHS
G29183103
2291402
9515
SH
SOLE
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920
0
EATON VANCE LTD DURATION INC
COM
27828H105
261037
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SH
SOLE
25848
1400
0
EMERSON ELEC CO
COM
291011104
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6101
SH
SOLE
6101
0
0
EXPONENT INC
COM
30214U102
221245
2513
SH
SOLE
2513
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0
EXXON MOBIL CORP
COM
30231G102
11321675
113239
SH
SOLE
113239
0
0
FASTENAL CO
COM
311900104
514922
7950
SH
SOLE
7950
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0
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
330372
2300
SH
SOLE
2300
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0
FIRST TR SR FLTG RATE INCOME
COM
33733U108
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SH
SOLE
16200
0
0
FORD MTR CO DEL
COM
345370860
467220
38328
SH
SOLE
13328
25000
0
GENERAL MLS INC
COM
370334104
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SH
SOLE
3482
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
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567
SH
SOLE
567
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0
HOME DEPOT INC
COM
437076102
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SH
SOLE
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0
HONEYWELL INTL INC
COM
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SH
SOLE
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0
INTEL CORP
COM
458140100
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SH
SOLE
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INTERNATIONAL BUSINESS MACHS
COM
459200101
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SH
SOLE
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0
INTUITIVE SURGICAL INC
COM NEW
46120E602
399097
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SH
SOLE
1183
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0
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
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SOLE
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
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SOLE
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INVESCO QQQ TR
UNIT SER 1
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SH
SOLE
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IRON MTN INC DEL
COM
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SOLE
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ISHARES TR
RUSSELL 2000 ETF
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SOLE
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ISHARES TR
ISHARES BIOTECH
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ISHARES TR
US HLTHCARE ETF
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SOLE
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ISHARES TR
ISHS 5-10YR INVT
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ISHARES TR
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SH
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ISHARES TR
CORE S&P500 ETF
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SOLE
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JOHNSON & JOHNSON
COM
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JPMORGAN CHASE & CO
COM
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KIMBERLY-CLARK CORP
COM
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SOLE
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KLA CORP
COM NEW
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SH
SOLE
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LAM RESEARCH CORP
COM
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LOCKHEED MARTIN CORP
COM
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LOWES COS INC
COM
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SOLE
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LULULEMON ATHLETICA INC
COM
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SOLE
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MCDONALDS CORP
COM
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SOLE
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MEDTRONIC PLC
SHS
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MERCK & CO INC
COM
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META PLATFORMS INC
CL A
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SOLE
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MICRON TECHNOLOGY INC
COM
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SOLE
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MICROSOFT CORP
COM
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MORGAN STANLEY
COM NEW
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NETFLIX INC
COM
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NEW YORK TIMES CO
CL A
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NORTHROP GRUMMAN CORP
COM
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COM
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COM
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NUVEEN S&P 500 BUY-WRITE INC
COM
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NVIDIA CORPORATION
COM
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PALO ALTO NETWORKS INC
COM
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PARKER-HANNIFIN CORP
COM
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SOLE
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PBF ENERGY INC
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PEPSICO INC
COM
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PFIZER INC
COM
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PHILLIPS 66
COM
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PIONEER NAT RES CO
COM
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PRICE T ROWE GROUP INC
COM
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PROCTER AND GAMBLE CO
COM
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PROSHARES TR
PSHS ULTRA QQQ
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QUALCOMM INC
COM
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REGENERON PHARMACEUTICALS
COM
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RESMED INC
COM
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COM
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RTX CORPORATION
COM
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SALESFORCE INC
COM
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SCHWAB CHARLES CORP
COM
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
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SBI INT-UTILS
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SELECT SECTOR SPDR TR
TECHNOLOGY
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SOLE
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SNAP ON INC
COM
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UT SER 1
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SH
SOLE
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4000
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SPDR GOLD TR
GOLD SHS
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395722
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SH
SOLE
2070
0
0
SPDR S&P 500 ETF TR
TR UNIT
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28050
SH
SOLE
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SPDR SER TR
BLOOMBERG 1-3 MO
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SH
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SPDR SER TR
PORTFOLIO S&P500
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SH
SOLE
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SPROTT PHYSICAL SILVER TR
TR UNIT
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SH
SOLE
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0
0
STARBUCKS CORP
COM
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16546
SH
SOLE
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700
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STRYKER CORPORATION
COM
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SH
SOLE
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TARGET CORP
COM
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467678
3284
SH
SOLE
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200
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TESLA INC
COM
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48083
SH
SOLE
30601
17482
0
TYLER TECHNOLOGIES INC
COM
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533
SH
SOLE
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0
0
UNION PAC CORP
COM
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SH
SOLE
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0
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0
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VANECK ETF TRUST
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VANECK ETF TRUST
GOLD MINERS ETF
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MRNGSTR WDE MOAT
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VANGUARD BD INDEX FDS
TOTAL BND MRKT
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SH
SOLE
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VANGUARD INDEX FDS
GROWTH ETF
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SOLE
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0
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VANGUARD INDEX FDS
TOTAL STK MKT
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VANGUARD INDEX FDS
VALUE ETF
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SH
SOLE
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VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
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SH
SOLE
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0
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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176569
SH
SOLE
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VANGUARD MALVERN FDS
STRM INFPROIDX
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61433
SH
SOLE
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3500
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
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SH
SOLE
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VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
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586107
SH
SOLE
568582
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0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
265441
2378
SH
SOLE
2378
0
0
VERISK ANALYTICS INC
COM
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271584
1137
SH
SOLE
1137
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
419700
11133
SH
SOLE
9968
1165
0
VISA INC
COM CL A
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579032
2224
SH
SOLE
2074
150
0
WELLS FARGO CO NEW
COM
949746101
210662
4280
SH
SOLE
4280
0
0
ZEBRA TECHNOLOGIES CORPORATI
CL A
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1122
SH
SOLE
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0