Style
ETFTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Schwab Strategic TR(SCHX) | 215,168 | $6.3M | 71.46% |
| 2 | Vanguard Scottsdale FDS(VTC) | 32,347 | $2.5M | 28.04% |
| 3 | The Beachbody Company Inc(BODI) | 4,331 | $44.3K | 0.50% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Communication Services | 0.45% | 0.5% | +0.05% |
| Unclassified | 99.55% | 99.5% | -0.05% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.55% | 99.5% | -0.05% |
| Micro Cap | 0.45% | 0.5% | +0.05% |
Quarter-over-quarter position changes