Q2 2025 Holdings
Filed 2025-08-14 | 4 holdings | $15.9M | 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 | $8.9M | 363,465 | 55.8% |
| OLO Inc(OLOGBX) | CL A | 68134L109 | $4.1M | 461,282 | 25.8% |
| Vanguard Scottsdale FDS(VTC) | TOTAL CORP BND | 92206C573 | $2.9M | 37,537 | 18.2% |
| The Beachbody Company Inc(BODI) | COM CL A NEW | 073463309 | $17.8K | 4,331 | 0.1% |