0001085146-22-000423.txt : 20220131
0001085146-22-000423.hdr.sgml : 20220131
20220131152755
ACCESSION NUMBER: 0001085146-22-000423
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220131
DATE AS OF CHANGE: 20220131
EFFECTIVENESS DATE: 20220131
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Insight Wealth Strategies, LLC
CENTRAL INDEX KEY: 0001749914
IRS NUMBER: 825323905
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19099
FILM NUMBER: 22573651
BUSINESS ADDRESS:
STREET 1: 5000 EXECUTIVE PARKWAY
STREET 2: SUITE 420
CITY: SAN RAMON
STATE: CA
ZIP: 94583
BUSINESS PHONE: 9256598020
MAIL ADDRESS:
STREET 1: 5000 EXECUTIVE PARKWAY
STREET 2: SUITE 420
CITY: SAN RAMON
STATE: CA
ZIP: 94583
13F-HR
1
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0001749914
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12-31-2021
12-31-2021
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Insight Wealth Strategies, LLC
5000 EXECUTIVE PARKWAY
SUITE 420
SAN RAMON
CA
94583
13F HOLDINGS REPORT
028-19099
N
Ashley Smith-Roos
Regulatory Consultant
310-275-7300
/s/ Ashley Smith-Roos
Beverly Hills
CA
01-31-2022
0
152
701635
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INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABERCROMBIE & FITCH CO
CL A
002896207
876
25162
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ADOBE SYSTEMS INCORPORATED
COM
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4195
SH
SOLE
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0
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ADVANCED MICRO DEVICES INC
COM
007903107
2121
14737
SH
SOLE
0
0
14737
ALIGN TECHNOLOGY INC
COM
016255101
816
1241
SH
SOLE
0
0
1241
ALPHABET INC
CAP STK CL A
02079K305
3094
1068
SH
SOLE
0
0
1068
ALZAMEND NEURO INC
COM NEW
02262M308
19
10000
SH
SOLE
0
0
10000
AMAZON COM INC
COM
023135106
3895
1168
SH
SOLE
0
0
1168
AMERESCO INC
CL A
02361E108
1451
17815
SH
SOLE
0
0
17815
AMERICAN EXPRESS CO
COM
025816109
1283
7845
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SOLE
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7845
AMERICAN TOWER CORP NEW
COM
03027X100
1438
4918
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SOLE
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4918
AMERISOURCEBERGEN CORP
COM
03073E105
1349
10148
SH
SOLE
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0
10148
ANTHEM INC
COM
036752103
1181
2547
SH
SOLE
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APPLE INC
COM
037833100
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63357
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SOLE
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63357
BK OF AMERICA CORP
COM
060505104
202
4547
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SOLE
0
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4547
BLACKROCK MUNIYILD QULT FD I
COM
09254F100
292
18074
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SOLE
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BROADCOM INC
COM
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4820
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CENTENE CORP DEL
COM
15135B101
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CF INDS HLDGS INC
COM
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CHARTER COMMUNICATIONS INC N
CL A
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CHEVRON CORP NEW
COM
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CISCO SYS INC
COM
17275R102
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3308
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SOLE
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CITIGROUP INC
COM NEW
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797
13200
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SOLE
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COCA COLA CO
COM
191216100
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26322
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COMCAST CORP NEW
CL A
20030N101
1930
38356
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COSTAR GROUP INC
COM
22160N109
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16540
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CUMMINS INC
COM
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5119
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D R HORTON INC
COM
23331A109
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DARDEN RESTAURANTS INC
COM
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DECKERS OUTDOOR CORP
COM
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469
1281
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DEERE & CO
COM
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1841
5369
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DIODES INC
COM
254543101
1828
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DISNEY WALT CO
COM
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ELECTRONIC ARTS INC
COM
285512109
957
7256
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EQUINIX INC
COM
29444U700
2412
2852
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EXXON MOBIL CORP
COM
30231G102
206
3372
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FIDELITY COVINGTON TRUST
MSCI RL EST ETF
316092857
912
26256
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FIDELITY NATL INFORMATION SV
COM
31620M106
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MANAGD MUN ETF
33739N108
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MUNI HI INCM ETF
33739P301
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FIRSTENERGY CORP
COM
337932107
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FORTINET INC
COM
34959E109
2664
7413
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GALLAGHER ARTHUR J & CO
COM
363576109
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GOLDMAN SACHS ETF TR
ACTIVEBETA INT
381430107
29558
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0
838055
HARTFORD FINL SVCS GROUP INC
COM
416515104
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SH
SOLE
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HOME DEPOT INC
COM
437076102
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HONEYWELL INTL INC
COM
438516106
1063
5100
SH
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HUBSPOT INC
COM
443573100
1906
2891
SH
SOLE
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IAC INTERACTIVECORP NEW
COM NEW
44891N208
432
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SOLE
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IDEXX LABS INC
COM
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INTEL CORP
COM
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INTEVAC INC
COM
461148108
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INVESCO EXCH TRADED FD TR II
NATL AMT MUNI
46138E537
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S&P500 EQL WGT
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COM
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ISHARES TR
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IBOXX INV CP ETF
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MBS ETF
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MSCI EAFE ETF
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MSCI EAFE MIN VL
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RUS 1000 GRW ETF
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RUS 1000 VAL ETF
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ISHARES TR
RUS MD CP GR ETF
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ISHARES TR
S&P 500 GRWT ETF
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ISHARES TR
S&P MC 400GR ETF
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ISHARES TR
S&P SML 600 GWT
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SH
SOLE
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ISHARES TR
SELECT DIVID ETF
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471
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SH
SOLE
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ISHARES TR
TIPS BD ETF
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JOHNSON & JOHNSON
COM
478160104
2346
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JPMORGAN CHASE & CO
COM
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KONINKLIJKE PHILIPS N V
NY REGIS SHS NEW
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LAM RESEARCH CORP
COM
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LINDE PLC
SHS
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LOCKHEED MARTIN CORP
COM
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2243
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SH
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0
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LOWES COS INC
COM
548661107
398
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SH
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MARTIN MARIETTA MATLS INC
COM
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MASTERCARD INCORPORATED
CL A
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SH
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MATCH GROUP INC NEW
COM
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SH
SOLE
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MCDONALDS CORP
COM
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MEDIFAST INC
COM
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343
1638
SH
SOLE
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MERCK & CO INC
COM
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META PLATFORMS INC
CL A
30303M102
309
920
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SOLE
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MICROSOFT CORP
COM
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13299
39543
SH
SOLE
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NETAPP INC
COM
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SH
SOLE
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NETFLIX INC
COM
64110L106
1547
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NEW YORK CMNTY BANCORP INC
COM
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SH
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NEXTERA ENERGY INC
COM
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NORTHROP GRUMMAN CORP
COM
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952
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NVIDIA CORPORATION
COM
67066G104
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SOLE
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OREILLY AUTOMOTIVE INC
COM
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SOLE
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PAYPAL HLDGS INC
COM
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PEPSICO INC
COM
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PROGRESSIVE CORP
COM
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QUALCOMM INC
COM
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QUALYS INC
COM
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R1 RCM INC
COM
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RH
COM
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COM
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COM
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COM
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SCIPLAY CORPORATION
CL A
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475
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SELECT SECTOR SPDR TR
SBI CONS DISCR
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213
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SH
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1042
SERVICENOW INC
COM
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SH
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SONOS INC
COM
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SH
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SPDR S&P 500 ETF TR
TR UNIT
78462F103
634
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SPDR SER TR
BLOOMBERG CONV
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SPS COMM INC
COM
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STARBUCKS CORP
COM
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SYNCHRONY FINANCIAL
COM
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26410
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TARGET CORP
COM
87612E106
1946
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SH
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0
0
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TESLA INC
COM
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909
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SH
SOLE
0
0
860
TJX COS INC NEW
COM
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412
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SH
SOLE
0
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TRANSDIGM GROUP INC
COM
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1027
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SH
SOLE
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UNION PAC CORP
COM
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SH
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UNITEDHEALTH GROUP INC
COM
91324P102
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SH
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VANECK ETF TRUST
HIGH YLD MUNIETF
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VANGUARD INDEX FDS
GROWTH ETF
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352
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VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
438
1002
SH
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0
0
1002
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
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VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
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SH
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VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
239
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SH
SOLE
0
0
4675
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
29310
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VISA INC
COM CL A
92826C839
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SH
SOLE
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WALMART INC
COM
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WASTE MGMT INC DEL
COM
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WD 40 CO
COM
929236107
284
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WESTROCK CO
COM
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WISDOMTREE TR
US EFFICIENT COR
97717Y790
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WORKDAY INC
CL A
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3071
SH
SOLE
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3071
XPEL INC
COM
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355
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SH
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ZOETIS INC
CL A
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