CIK: 0001887502
Total reported value
$10.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 60.56% | -1.12% | — | |
| 2 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 39.44% | +1.09% | +0.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OLOGBX | Olo INC - Class A | +0.7% | — | Unchanged |
| 2 | ✓ | THE Beachbody Company INC | -0.7% | — | Unchanged |