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 | 53.07% | -1.12% | -2.33% | |
| 2 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 31.88% | +1.09% | +1.38% | |
| 3 | OLOGBX | Olo INC - Class A | Stock-Other | 14.89% | — | — | |
| 4 | BODI | Beachbody Co Inc/the | Stock-Other | 0.16% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OLOGBX | Olo INC - Class A | +14.9% | NEW | New buy |
| 2 | BODI | Beachbody Co Inc/the | +0.2% | NEW | New buy |
| 3 | VTC | Vanguard Total Corporate Bnd | -5% | +1.38% | Add |
| 4 | SCHX | Schwab US Large-cap ETF | -10.1% | -2.33% | Trim |