Wit, LLC
- SEC CIK
- 0001840025
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 13
- +2 vs. Q2 2022
- Portfolio value
- $3.51M
- −$541.1K (−13.4%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 30,671 | $1.12M | 31.9% | −3,058−9.1% | Reduced | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 17,224 | $995.4K | 28.4% | +36+0.2% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,115 | $434.8K | 12.4% | −299−2.9% | Reduced | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,178 | $428.9K | 12.2% | −8−0.2% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,830 | $133.6K | 3.8% | +37+1.0% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 3,830 | $133.6K | 3.8% | −435−10.2% | Reduced | – |
| iShares MSCI Eafe ETF464287465 | ETF | 1,823 | $102.1K | 2.9% | −32−1.7% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,058 | $79.2K | 2.3% | −200−15.9% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 370 | $63.2K | 1.8% | −375−50.3% | Reduced | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 537 | $14.9K | 0.4% | +128+31.3% | Added | – |
| SNOWSnowflake Inc. | Stock | 12 | $2.12K | 0.1% | +12 | New | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 17 | $941 | <0.1% | 00.0% | Unchanged | – |
| VERVVerve Therapeutics, Inc. | COM | 14 | $472 | <0.1% | +14 | New | History |