Q3 2024 Holdings
Filed 2024-11-14 | 4 holdings | $15.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $8.2M | 120,218 | 53.1% |
| Vanguard Scottsdale FDS(VTC) | TOTAL CORP BND | 92206C573 | $4.9M | 61,800 | 31.9% |
| OLO Inc(OLOGBX) | CL A | 68134L109 | $2.3M | 461,282 | 14.9% |
| The Beachbody Company Inc(BODI) | COM CL A NEW | 073463309 | $24.8K | 4,331 | 0.2% |