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KWB Wealth

Q3 2022 Holdings

Filed 2022-11-14 | 104 holdings | $1.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Spdr SER TR(SPYM)PORTFOLIO S&P50078464A854$74.4K1,771,8664.0%
Cisco SYS Inc(CSCO)COM17275R102$237.0K5,91312.7%
Boeing Co(BA)COM097023105$269.0K2,22114.5%
Costco Whsl Corp New(COST)COM22160K105$854.0K1,80845.9%
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