0001044929-21-000005.txt : 20211029
0001044929-21-000005.hdr.sgml : 20211029
20211029121431
ACCESSION NUMBER: 0001044929-21-000005
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211029
DATE AS OF CHANGE: 20211029
EFFECTIVENESS DATE: 20211029
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ATWOOD & PALMER INC
CENTRAL INDEX KEY: 0001044929
IRS NUMBER: 431542501
STATE OF INCORPORATION: MO
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-06528
FILM NUMBER: 211361822
BUSINESS ADDRESS:
STREET 1: 4520 MADISON AVE
STREET 2: SUITE 200
CITY: KANSAS CITY
STATE: MO
ZIP: 64111
BUSINESS PHONE: 8169312266
MAIL ADDRESS:
STREET 1: 4520 MADISON AVE
STREET 2: SUITE 200
CITY: KANSAS CITY
STATE: MO
ZIP: 64111
13F-HR/A
1
primary_doc.xml
13F-HR/A
LIVE
false
true
false
0001044929
XXXXXXXX
09-30-2021
09-30-2021
true
1
RESTATEMENT
ATWOOD & PALMER INC
4520 MADISON AVE
SUITE 200
KANSAS CITY
MO
64111
13F HOLDINGS REPORT
028-06528
N
Teresa Burch
CCO
8169312266
Teresa Burch
Kansas City
MO
10-29-2021
0
432
1120554
false
INFORMATION TABLE
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2021-3QR.xml
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COM
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COM
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COM
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500
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COM
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30
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ARK ETF TR
COM
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COM
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COM
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COM
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ADVANCE AUTO PARTS INC
COM
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ADVANCED MICRO DEVICES INC
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AIRBNB INC
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AIR PRODS & CHEMS INC
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AVANOS MED INC
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AXON ENTERPRISE INC
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BK OF AMERICA CORP
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BANK NEW YORK MELLON CORP
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BERKSHIRE HATHAWAY INC DEL
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BLOCK H & R INC
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CAPITOL FED FINL INC
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SH
SOLE
249729
0
0
INVESCO EXCH TRD SLF IDX FD
COM
46138J825
2719
122496
SH
SOLE
122496
0
0
INVESCO EXCH TRD SLF IDX FD
COM
46138J833
8200
327489
SH
SOLE
327489
0
0
INVESCO EXCH TRD SLF IDX FD
COM
46138J841
3224
145801
SH
SOLE
145801
0
0
INVESCO EXCH TRD SLF IDX FD
COM
46138J858
10521
415516
SH
SOLE
415516
0
0
INVESCO EXCH TRD SLF IDX FD
COM
46138J866
4093
188857
SH
SOLE
188857
0
0
INVESCO EXCH TRD SLF IDX FD
COM
46138J874
10481
451008
SH
SOLE
451008
0
0
INVESCO EXCH TRD SLF IDX FD
COM
46138J882
5307
246504
SH
SOLE
246504
0
0
IRON MTN INC NEW
COM
46284V101
362
8330
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0
ISHARES INC
COM
464286103
17
700
SH
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700
0
0
ISHARES TR
COM
464287176
51
400
SH
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400
0
0
ISHARES TR
COM
464287200
308
715
SH
SOLE
715
0
0
ISHARES TR
COM
464287234
17624
349830
SH
SOLE
349830
0
0
ISHARES TR
COM
464287309
253
3426
SH
SOLE
3426
0
0
ISHARES TR
COM
464287408
39
265
SH
SOLE
265
0
0
ISHARES TR
COM
464287440
58
500
SH
SOLE
500
0
0
ISHARES TR
COM
464287457
75
868
SH
SOLE
868
0
0
ISHARES TR
COM
464287507
71
270
SH
SOLE
270
0
0
ISHARES TR
COM
464287598
39
250
SH
SOLE
250
0
0
ISHARES TR
COM
464287614
196
717
SH
SOLE
717
0
0
ISHARES TR
COM
464287804
24
221
SH
SOLE
221
0
0
ISHARES TR
COM
464287879
239
2371
SH
SOLE
2371
0
0
ISHARES TR
COM
464287887
203
1558
SH
SOLE
1558
0
0
ISHARES TR
COM
464288273
78
1050
SH
SOLE
1050
0
0
ISHARES TR
COM
464288414
46
393
SH
SOLE
393
0
0
ISHARES TR
COM
464288646
150
2750
SH
SOLE
2750
0
0
ISHARES TR
COM
464288687
12667
326386
SH
SOLE
326386
0
0
ISHARES TR
COM
464289859
5
66
SH
SOLE
0
0
66
ISHARES SILVER TR
COM
46428Q109
151
7375
SH
SOLE
7375
0
0
ISHARES TR
COM
46429B697
13
175
SH
SOLE
175
0
0
ISHARES TR
COM
46432F388
20
201
SH
SOLE
201
0
0
ISHARES TR
COM
46432F842
36
487
SH
SOLE
487
0
0
ISHARES INC
COM
46434G103
4
70
SH
SOLE
70
0
0
ISHARES TR
COM
46434V449
38711
1016562
SH
SOLE
1016562
0
0
ISHARES TR
COM
46435G425
30
300
SH
SOLE
300
0
0
ISHARES TR
COM
46435U192
27
533
SH
SOLE
533
0
0
IVERIC BIO INC
COM
46583P102
12
750
SH
SOLE
750
0
0
JPMORGAN CHASE & CO
COM
46625H100
1301
7949
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0
JAMES HARDIE INDS PLC
COM
47030M106
36
1000
SH
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1000
0
0
JANUS DETROIT STR TR
COM
47103U845
18881
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SOLE
373733
0
0
JANUS DETROIT STR TR
COM
47103U852
20513
385904
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SOLE
385904
0
0
JANUS DETROIT STR TR
COM
47103U886
21710
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SOLE
432634
0
0
JOHNSON & JOHNSON
COM
478160104
3968
24572
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24572
0
0
KANSAS CITY SOUTHERN
COM
485170302
135
500
SH
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500
0
0
KELLOGG CO
COM
487836108
0
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7
0
0
KEYCORP
COM
493267108
5
220
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220
0
0
KIMBERLY-CLARK CORP
COM
494368103
7132
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53848
0
0
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COM
500472303
17
373
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373
0
0
KONTOOR BRANDS INC
COM
50050N103
60
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1201
0
0
KRAFT HEINZ CO
COM
500754106
2
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48
0
0
LSB INDS INC
COM
502160104
3
325
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325
0
0
L3HARRIS TECHNOLOGIES INC
COM
502431109
9069
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41179
0
0
LABORATORY CORP AMER HLDGS
COM
50540R409
281
1000
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1000
0
0
LEGGETT & PLATT INC
COM
524660107
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175
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175
0
0
LEIDOS HOLDINGS INC
COM
525327102
13015
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0
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COM
532457108
102
440
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LOCKHEED MARTIN CORP
COM
539830109
27164
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0
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COM
548661107
12165
59965
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0
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COM
550424105
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100
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100
0
0
M D C HLDGS INC
COM
552676108
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0
0
MANAGED PORTFOLIO SERIES
COM
56167N720
11826
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0
MANNKIND CORP
COM
56400P706
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2000
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2000
0
0
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COM
571748102
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39
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39
0
0
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COM
574795100
103
379
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379
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MASTERCARD INCORPORATED
COM
57636Q104
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COM
580135101
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MERCK & CO INC
COM
58933Y105
47
632
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MERIT MED SYS INC
COM
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METLIFE INC
COM
59156R108
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160
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MICROSOFT CORP
COM
594918104
1927
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COM
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3
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0
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MODERNA INC
COM
60770K107
327
850
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MONDELEZ INTL INC
COM
609207105
57
988
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COM
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MOODYS CORP
COM
615369105
533
1500
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1500
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COM
617446448
18
190
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190
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MOTOROLA SOLUTIONS INC
COM
620076307
20
85
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NIO INC
COM
62914V106
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175
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COM
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3
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65
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COM
640079109
23
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NETAPP INC
COM
64110D104
36
405
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COM
65158N102
25
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COM
651639106
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100
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COM
65339F101
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COM
654106103
66
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COM
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31
290
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COM
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8746
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COM
66987V109
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COM
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49
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COM
67066G104
351
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NUTRIEN LTD
COM
67077M108
13
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COM
670837103
24
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COM
67103H107
61
100
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100
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OCCIDENTAL PETE CORP
COM
674599105
118
4000
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COM
674599162
6
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COM
682189105
22970
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COM
68389X105
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COM
68622V106
2
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OTIS WORLDWIDE CORP
COM
68902V107
339
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PNC FINL SVCS GROUP INC
COM
693475105
24289
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PACWEST BANCORP DEL
COM
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136
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COM
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36
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COM
69753M105
28
350
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PARKER-HANNIFIN CORP
COM
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629
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2250
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COM
704326107
1449
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PAYPAL HLDGS INC
COM
70450Y103
18716
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COM
70614W100
26
300
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300
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COM
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14
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PENNANTPARK FLOATING RATE CA
COM
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640
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640
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COM
713448108
1908
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COM
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1011
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COM
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463
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PHILLIPS 66
COM
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13
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PIMCO ETF TR
COM
72201R205
291
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COM
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COM
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COM
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140
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PRINCIPAL FINANCIAL GROUP IN
COM
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PROCTER AND GAMBLE CO
COM
742718109
3686
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COM
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6
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COM
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5
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QUALCOMM INC
COM
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618
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COM
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17
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RAYTHEON TECHNOLOGIES CORP
COM
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COM
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COM
7591EP100
448
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COM
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COM
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5
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COM
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0
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COM
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600
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COM
784305104
10
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SPDR S&P 500 ETF TR
COM
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SPDR GOLD TR
COM
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96
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SPDR INDEX SHS FDS
COM
78463X855
24
450
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SPDR INDEX SHS FDS
COM
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32
830
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830
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SPDR SER TR
COM
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123
3925
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SPDR SER TR
COM
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24
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SPDR SER TR
COM
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196
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SSGA ACTIVE ETF TR
COM
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COM
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COM
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488
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COM
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COM
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COM
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COM
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COM
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SELECT SECTOR SPDR TR
COM
81369Y605
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COM
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COM
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SEMPRA
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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921932505
7
25
SH
SOLE
25
0
0
VANGUARD BD INDEX FDS
COM
921937835
32
373
SH
SOLE
373
0
0
VANGUARD INTL EQUITY INDEX F
COM
922042775
32
520
SH
SOLE
520
0
0
VANGUARD WORLD FDS
COM
92204A108
9
30
SH
SOLE
30
0
0
VANGUARD WORLD FDS
COM
92204A504
30
121
SH
SOLE
121
0
0
VANGUARD WORLD FDS
COM
92204A702
16
40
SH
SOLE
40
0
0
VEEVA SYS INC
COM
922475108
133
460
SH
SOLE
460
0
0
VANGUARD INDEX FDS
COM
922908512
27
194
SH
SOLE
194
0
0
VANGUARD INDEX FDS
COM
922908538
15
65
SH
SOLE
65
0
0
VANGUARD INDEX FDS
COM
922908595
11
39
SH
SOLE
39
0
0
VANGUARD INDEX FDS
COM
922908611
30
180
SH
SOLE
180
0
0
VANGUARD INDEX FDS
COM
922908629
120
505
SH
SOLE
505
0
0
VANGUARD INDEX FDS
COM
922908736
41
141
SH
SOLE
141
0
0
VANGUARD INDEX FDS
COM
922908751
66
300
SH
SOLE
300
0
0
VANGUARD INDEX FDS
COM
922908769
378
1700
SH
SOLE
1700
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
206
3814
SH
SOLE
3814
0
0
VIATRIS INC
COM
92556V106
30
2197
SH
SOLE
2197
0
0
VICI PPTYS INC
COM
925652109
3
105
SH
SOLE
105
0
0
VISA INC
COM
92826C839
132
592
SH
SOLE
592
0
0
WABTEC
COM
929740108
1
16
SH
SOLE
16
0
0
WALMART INC
COM
931142103
10749
77121
SH
SOLE
77121
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
71
1500
SH
SOLE
1500
0
0
WASTE MGMT INC DEL
COM
94106L109
400
2680
SH
SOLE
2680
0
0
WELLS FARGO CO NEW
COM
949746101
497
10707
SH
SOLE
10707
0
0
WHIRLPOOL CORP
COM
963320106
3
17
SH
SOLE
17
0
0
WILLIAMS COS INC
COM
969457100
4
151
SH
SOLE
151
0
0
WORKHORSE GROUP INC
COM
98138J206
0
15
SH
SOLE
15
0
0
WYNDHAM HOTELS & RESORTS INC
COM
98311A105
35
448
SH
SOLE
448
0
0
YELLOW CORP
COM
985510106
0
3
SH
SOLE
3
0
0
ZOETIS INC
COM
98978V103
553
2846
SH
SOLE
2846
0
0
ARCH CAP GROUP LTD
COM
G0450A105
69
1800
SH
SOLE
1800
0
0
BROOKFIELD INFRAST PARTNERS
COM
G16252101
59
1048
SH
SOLE
1048
0
0
EATON CORP PLC
COM
G29183103
15
100
SH
SOLE
100
0
0
EVEREST RE GROUP LTD
COM
G3223R108
15
59
SH
SOLE
59
0
0
LINDE PLC
COM
G5494J103
484
1650
SH
SOLE
1650
0
0
MEDTRONIC PLC
COM
G5960L103
97
775
SH
SOLE
775
0
0
APTIV PLC
COM
G6095L109
21318
143105
SH
SOLE
143105
0
0
PENTAIR PLC
COM
G7S00T104
18
250
SH
SOLE
250
0
0
TRANE TECHNOLOGIES PLC
COM
G8994E103
35
200
SH
SOLE
200
0
0
CHUBB LIMITED
COM
H1467J104
40
230
SH
SOLE
230
0
0
GARMIN LTD
COM
H2906T109
249
1599
SH
SOLE
1599
0
0
TRANSOCEAN LTD
COM
H8817H100
9
2500
SH
SOLE
2500
0
0
SPOTIFY TECHNOLOGY S A
COM
L8681T102
11
50
SH
SOLE
50
0
0
CHECK POINT SOFTWARE TECH LT
COM
M22465104
249
2200
SH
SOLE
2200
0
0
ELBIT SYS LTD
COM
M3760D101
29
200
SH
SOLE
200
0
0
GAMIDA CELL LTD
COM
M47364100
4
1000
SH
SOLE
1000
0
0
NXP SEMICONDUCTORS N V
COM
N6596X109
621
3170
SH
SOLE
3170
0
0