0001567619-19-014727.txt : 20190712
0001567619-19-014727.hdr.sgml : 20190712
20190712164419
ACCESSION NUMBER: 0001567619-19-014727
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190712
DATE AS OF CHANGE: 20190712
EFFECTIVENESS DATE: 20190712
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: West Oak Capital, LLC
CENTRAL INDEX KEY: 0001387399
IRS NUMBER: 562398650
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12100
FILM NUMBER: 19953360
BUSINESS ADDRESS:
STREET 1: 2801 TOWNSGATE ROAD, SUITE 112
CITY: WESTLAKE VILLAGE
STATE: CA
ZIP: 91361
BUSINESS PHONE: (805) 230-8282
MAIL ADDRESS:
STREET 1: 2801 TOWNSGATE ROAD, SUITE 112
CITY: WESTLAKE VILLAGE
STATE: CA
ZIP: 91361
FORMER COMPANY:
FORMER CONFORMED NAME: Live Oak Capital, LLC
DATE OF NAME CHANGE: 20070122
13F-HR
1
primary_doc.xml
13F-HR
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true
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0001387399
XXXXXXXX
06-30-2019
06-30-2019
West Oak Capital, LLC
2801 TOWNSGATE ROAD, SUITE 112
WESTLAKE VILLAGE
CA
91361
13F HOLDINGS REPORT
028-12100
N
Lisa Snider
Partner
805-230-8282
/s/ Lisa Snider
Westlake Village
CA
07-12-2019
0
327
167277
false
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0
0
Medtronic Inc
COM
585055106
176
1807
SH
SOLE
1807
0
0
Merck & Co Inc
COM
589331107
2441
29110
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SOLE
29110
0
0
Micro Focus Int
COM
594837304
6
233
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SOLE
233
0
0
Microsoft Corp
COM
594918104
1420
10600
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SOLE
10600
0
0
Mid Amer Apt Cmntys Inc.
COM
59522J103
286
2425
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2425
0
0
Mondelez Intl Inc Cl A
COM
609207105
170
3150
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3150
0
0
Monolithic Power Sys
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100
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100
0
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Monster Beverage Corpora
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61174X109
38
600
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600
0
0
Morgan Stanley
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617446448
436
9960
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0
Motorola Solutions Inc
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620076307
17
100
SH
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100
0
0
Munich Re ADR
COM
626188106
38
1530
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1530
0
0
Naspers Ltd
COM
631512209
4
82
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82
0
0
Netease Inc
COM
64110W102
8
30
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30
0
0
Netflix Inc
COM
64110L106
51
140
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140
0
0
Nextera Energy
COM
65339F101
3359
16398
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16398
0
0
Nike Inc Class B
COM
654106103
228
2715
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2715
0
0
Norfolk Southern Corp
COM
655844108
1875
9406
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0
Nortell Networks Xxxx
COM
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464
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464
0
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Northern Trust
COM
665859104
1499
16660
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16660
0
0
Northrop Grumman Corp
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666807102
71
220
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220
0
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Novartis Ag Spon ADR
COM
66987V109
1576
17255
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17255
0
0
Nuvasive Inc New
COM
670704105
4
65
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65
0
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Nuveen Municipal Value C
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20
2000
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2000
0
0
Nvent Electric Plc
COM
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4
143
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143
0
0
Nvidia Corp
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67066G104
1741
10603
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10603
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0
O Reilly Automotive New
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5
14
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14
0
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Occidental Petroleum Corp
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505
10053
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10053
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0
Old Republic Intl Corp
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13
600
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600
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Oracle Corporation
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68389X105
2180
38260
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38260
0
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Organovo Holdings Inc
COM
68620A104
1
2000
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2000
0
0
Owens Corning Inc
COM
690742101
2
37
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37
0
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Pacific Premier Banc
COM
69478X105
37
1199
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1199
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0
Pacwest Bancorp
COM
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8
212
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212
0
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Palo Alto Networks
COM
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10
50
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50
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Paychex Inc
COM
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94
1145
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1145
0
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Paycom Software Inc
COM
70432V102
17
75
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75
0
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Paypal Holdings Inco
COM
70450Y103
137
1200
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1200
0
0
Penske Automotive Group
COM
70959W103
3
53
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53
0
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Pentair Ltd
COM
H6169Q108
5
143
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143
0
0
Pepsico Incorporated
COM
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1987
15155
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15155
0
0
Perkinelmer Inc
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337
3500
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3500
0
0
Perspecta Inc
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2
88
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88
0
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Pfizer Incorporated
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1132
26122
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26122
0
0
Philip Morris Intl Inc
COM
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387
4929
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4929
0
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Phillips 66
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315
3369
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0
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PIMCO Corp Income Cf
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72200U100
53
3100
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3100
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Pinterest Inc
COM
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0
5
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5
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Piper Jaffray Cos New
COM
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1
17
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17
0
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Pipesaver Technologies
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0
1500
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1500
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PNC Finl Services Gp Inc
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693475105
14
101
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101
0
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Pra Health Sciences
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150
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150
0
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COM
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2
35
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35
0
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Procter & Gamble Co
COM
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2211
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20165
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Proshares S&P 500 Div Aristrocrats
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1100
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Public Storage Inc
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293
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Pulse Biosciences In
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100
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Purefunds Drone Economy ETF
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11
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300
0
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Qualcomm Inc
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160
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2100
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Raytheon Company New
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Redhat Inc
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Resideo Technologies Inc
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Rockwell Automation Inc
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0
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Royal Bank Canada
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Royal Dutch Shell
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20830
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COM
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0
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250
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250
0
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62
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62
0
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Salesforce Com
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30
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200
0
0
Schwab Emerging Market ETF
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808524706
200
7619
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7619
0
0
Schwab International Equities ETF
COM
808524805
299
9326
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SOLE
9326
0
0
Schwab Short Term Us Treas ETF
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808524862
25
500
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SOLE
500
0
0
Schwab US Dividend
COM
808524797
1
13
SH
SOLE
13
0
0
Schwab Us Large Co Equities ETF
COM
808524201
1304
18573
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SOLE
18573
0
0
Schwab Us Reit ETF
COM
808524847
164
3680
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SOLE
3680
0
0
Schwab Us Small Co Equities ETF
COM
808524607
214
2991
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2991
0
0
Sector SPDR Engy Select
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81369Y506
46
725
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725
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Sector SPDR Fincl Select
COM
81369Y605
96
3465
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3465
0
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Sector SPDR Health Fund
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81369Y209
111
1195
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0
0
Sector SPDR Indl Select
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81369Y704
137
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Service Now Inc
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Sherwin-Williams Co
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Slack Technologies Inc
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10
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10
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Snap On Inc
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149
900
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900
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900
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Stanley Works
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20
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84
630
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630
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Stryker Corp
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127
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620
0
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Suntrust Banks Inc
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780
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Sysco Corporation
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92
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1300
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T Rowe Price Group Inc
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668
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6090
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12
313
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313
0
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Target Corporation
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2113
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Teledyne Technologies
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64
234
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234
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Texas Instruments Inc
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2148
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1674
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41650
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1619
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Toronto Dominion Bank
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2
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Transunion
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51
700
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700
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Travelers Companies Inc
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10
69
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Treasury Metals Inc
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0
1315
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55
0
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Tyson Foods Inc
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34
425
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425
0
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Union Pacific Corp
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160
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United Parcel Service B
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82
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United Technologies Corp
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490
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Unitedhealth Group Inc
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97
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46112
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Valero Energy Corp New
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91913Y100
3
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40
0
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Vaneck Vectors BDC Income ETF
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77
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4650
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Vanguard Developed Mkts Index Fund
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150
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150
0
0
Vanguard Growth
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217
1330
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1330
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0
Vanguard Small Cap ETF
COM
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65
418
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418
0
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Vectrus Inc
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83
0
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Ventas
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258
3775
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Verizon Communications
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Versum Materials
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575
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Vestas Wind Sys A/ Ord
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0
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Vgd Short Term Corp Bond ETF
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92206C409
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Visa Inc Cl A
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469
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Visteon Corp
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1
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Yy Inc
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