Q1 2025 Holdings
Filed 2025-05-15 | 4 holdings | $15.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $8.0M | 362,789 | 51.1% |
| Vanguard Scottsdale FDS(VTC) | TOTAL CORP BND | 92206C573 | $4.9M | 63,295 | 31.0% |
| OLO Inc(OLOGBX) | CL A | 68134L109 | $2.8M | 461,282 | 17.8% |
| The Beachbody Company Inc(BODI) | COM CL A NEW | 073463309 | $32.4K | 4,331 | 0.2% |