PRIVATE CLIENT SERVICES, LLC

**PRIVATE CLIENT SERVICES, LLC** manages $320M across a diversified portfolio of 193 positions. The strategy exhibits a notable tilt toward broad market exposure, evidenced by top holdings including IVV at $36.3M and IEFA at $20.0M. Significant allocations are also maintained in core indices such as SPY ($11.5M), VWO ($10.2M), and AGG ($7.7M). This structure suggests a disciplined, multi-asset approach targeting global equity and fixed-income diversification.

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