0001808992-22-000003.txt : 20220419
0001808992-22-000003.hdr.sgml : 20220419
20220418173128
ACCESSION NUMBER: 0001808992-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220419
DATE AS OF CHANGE: 20220418
EFFECTIVENESS DATE: 20220419
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Revolve Wealth Partners, LLC
CENTRAL INDEX KEY: 0001808992
IRS NUMBER: 821353165
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21599
FILM NUMBER: 22832898
BUSINESS ADDRESS:
STREET 1: 411 HACKENSACK AVENUE
STREET 2: SUITE 1005
CITY: HACKENSACK
STATE: NJ
ZIP: 047601
BUSINESS PHONE: 201-373-2163
MAIL ADDRESS:
STREET 1: 411 HACKENSACK AVENUE
STREET 2: SUITE 1005
CITY: HACKENSACK
STATE: NJ
ZIP: 047601
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001808992
XXXXXXXX
03-31-2022
03-31-2022
false
Revolve Wealth Partners, LLC
411 Hackensack Avenue
Suite 1005
Hackensack
NJ
047601
13F HOLDINGS REPORT
028-21599
N
Logan M. Trenz
CCO
201-373-2163
/s/ Logan M. Trenz
Hackensack
NJ
04-18-2022
0
149
346524
INFORMATION TABLE
2
infotable.xml
ABBVIE INC
COM
00287Y109
413
2546
SH
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2545
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0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
644
1413
SH
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1413
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
844
7719
SH
SOLE
7719
0
0
ALIGN TECHNOLOGY INC
COM
016255101
295
677
SH
SOLE
677
0
0
ALPHA ARCHITECT ETF TR
INTL QUAN VALUE
02072L201
17626
664640
SH
SOLE
664640
0
0
ALPHABET INC
CAP STK CL C
02079K107
838
300
SH
SOLE
300
0
0
ALPHABET INC
CAP STK CL A
02079K305
1303
469
SH
SOLE
468
0
0
AMAZON COM INC
COM
023135106
6136
1882
SH
SOLE
1882
0
0
AMGEN INC
COM
031162100
4555
18835
SH
SOLE
18835
0
0
APPLE INC
COM
037833100
11056
63318
SH
SOLE
63318
0
0
ARK ETF TR
INNOVATION ETF
00214Q104
538
8113
SH
SOLE
8112
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0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
213
319
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SOLE
319
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0
AT&T INC
COM
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231
9774
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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4262
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BK OF AMERICA CORP
COM
060505104
338
8209
SH
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8209
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BLACKSTONE INC
COM
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4888
SH
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BLOCK INC
CL A
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2044
SH
SOLE
2044
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BRISTOL-MYERS SQUIBB CO
COM
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215
2950
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CHEVRON CORP NEW
COM
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635
3900
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CHIPOTLE MEXICAN GRILL INC
COM
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180
SH
SOLE
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0
CISCO SYS INC
COM
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211
3781
SH
SOLE
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CITIGROUP INC
COM NEW
172967424
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4821
SH
SOLE
4821
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COCA COLA CO
COM
191216100
491
7912
SH
SOLE
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COMCAST CORP NEW
CL A
20030N101
342
7304
SH
SOLE
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0
CONSOLIDATED EDISON INC
COM
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268
2834
SH
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COSTCO WHSL CORP NEW
COM
22160K105
229
397
SH
SOLE
397
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0
CVS HEALTH CORP
COM
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438
4328
SH
SOLE
4328
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DEXCOM INC
COM
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362
707
SH
SOLE
707
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0
DISNEY WALT CO
COM
254687106
595
4336
SH
SOLE
4335
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0
DUKE ENERGY CORP NEW
COM NEW
26441C204
444
3972
SH
SOLE
3972
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0
EDWARDS LIFESCIENCES CORP
COM
28176E108
317
2696
SH
SOLE
2696
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0
EMERSON ELEC CO
COM
291011104
245
2494
SH
SOLE
2494
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0
EVEREST RE GROUP LTD
COM
G3223R108
914
3033
SH
SOLE
3033
0
0
EXXON MOBIL CORP
COM
30231G102
467
5652
SH
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GENERAL DYNAMICS CORP
COM
369550108
231
956
SH
SOLE
956
0
0
GENERAL MTRS CO
COM
37045V100
269
6154
SH
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GRAN TIERRA ENERGY INC
COM
38500T101
21
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SH
SOLE
13285
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HAWAIIAN ELEC INDUSTRIES
COM
419870100
289
6819
SH
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HOME DEPOT INC
COM
437076102
452
1511
SH
SOLE
1510
0
0
INSULET CORP
COM
45784P101
218
819
SH
SOLE
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0
INTEL CORP
COM
458140100
249
5032
SH
SOLE
5032
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0
INTUITIVE SURGICAL INC
COM NEW
46120E602
395
1308
SH
SOLE
1308
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INVESCO EXCH TRADED FD TR II
FNDMNTL HY CRP
46138E719
2038
110933
SH
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
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10816
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BULSHS 2023 HY
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SOLE
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BULSHS 2022 HY
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SOLE
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
241
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SH
SOLE
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
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BULSHS 2025 CB
46138J825
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0
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S&P500 EQL WGT
46137V357
830
5264
SH
SOLE
5263
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0
INVESCO QQQ TR
UNIT SER 1
46090E103
2043
5634
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5634
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ISHARES TR
MSCI EMG MKT ETF
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EAFE VALUE ETF
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U.S. TECH ETF
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203
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NEW YORK MUN ETF
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RUS MD CP GR ETF
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RUSSELL 2000 ETF
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RUS 1000 GRW ETF
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EAFE GRWTH ETF
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NATIONAL MUN ETF
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SOLE
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RUS MDCP VAL ETF
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SH
SOLE
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ISTAR INC
COM
45031U101
393
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SH
SOLE
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J P MORGAN EXCHANGE-TRADED F
ULTRA SHT MUNCPL
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J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
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JOHNSON & JOHNSON
COM
478160104
1369
7722
SH
SOLE
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JPMORGAN CHASE & CO
COM
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8944
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SOLE
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LIBERTY GLOBAL PLC
SHS CL C
G5480U120
229
8824
SH
SOLE
8824
0
0
LILLY ELI & CO
COM
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710
SH
SOLE
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LULULEMON ATHLETICA INC
COM
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SOLE
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LUMEN TECHNOLOGIES INC
COM
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197
17479
SH
SOLE
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MAGNA INTL INC
COM
559222401
217
3379
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SOLE
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MASTERCARD INCORPORATED
CL A
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SOLE
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MERCADOLIBRE INC
COM
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263
221
SH
SOLE
221
0
0
META PLATFORMS INC
CL A
30303M102
2064
9280
SH
SOLE
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MICRON TECHNOLOGY INC
COM
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469
6018
SH
SOLE
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MICROSOFT CORP
COM
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SH
SOLE
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NETFLIX INC
COM
64110L106
390
1041
SH
SOLE
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NUSHARES ETF TR
NUVEEN ESG LRGCP
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SOLE
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NUSHARES ETF TR
NUVEEN ESG MIDCP
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NVIDIA CORPORATION
COM
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SOLE
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PAYPAL HLDGS INC
COM
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PAYPAL HLDGS INC
COM
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PEPSICO INC
COM
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PFIZER INC
COM
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PROCTER AND GAMBLE CO
COM
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SH
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PROLOGIS INC.
COM
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1297
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QUALCOMM INC
COM
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SH
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SAFEHOLD INC
COM
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4444
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COM
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
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COM
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COM
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COM
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COM
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99095
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500 GRTH IDX F
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GROWTH ETF
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VANGUARD INDEX FDS
TOTAL STK MKT
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S&P 500 ETF SHS
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VANGUARD INDEX FDS
SMALL CP ETF
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MID CAP ETF
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MCAP GR IDXVIP
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625
2806
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FTSE EMR MKT ETF
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240
5212
SH
SOLE
5212
0
0
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TAX EXEMPT BD
922907746
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5396
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3085
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601
3704
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SOLE
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VG TL INTL STK F
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3223
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SOLE
53957
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FTSE DEV MKT ETF
921943858
2543
52955
SH
SOLE
52954
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0
VEEVA SYS INC
CL A COM
922475108
354
1668
SH
SOLE
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0
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VERIZON COMMUNICATIONS INC
COM
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7630
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SOLE
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VISA INC
COM CL A
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10015
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0
VISA INC
COM CL A
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155
700
SH
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SOLE
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COM
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256
1720
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COM
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1304
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EM EX ST-OWNED
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ZOETIS INC
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217
1153
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