Wit, LLC
- SEC CIK
- 0001840025
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 11
- −2 vs. Q3 2022
- Portfolio value
- $3.64M
- +$136.1K (+3.9%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 26,313 | $1.03M | 28.1% | −4,358−14.2% | Reduced | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 17,224 | $995.9K | 27.3% | 00.0% | Unchanged | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,920 | $650.1K | 17.8% | +3,805+37.6% | Added | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,819 | $398.2K | 10.9% | −359−8.6% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,907 | $164.0K | 4.5% | +77+2.0% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 3,482 | $132.0K | 3.6% | −348−9.1% | Reduced | – |
| iShares MSCI Eafe ETF464287465 | ETF | 1,823 | $119.7K | 3.3% | 00.0% | Unchanged | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,049 | $79.0K | 2.2% | −9−0.9% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 370 | $68.9K | 1.9% | 00.0% | Unchanged | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 330 | $9.92K | 0.3% | −207−38.5% | Reduced | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 17 | $1.10K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q3 2022 (2)
Positions held at the end of Q3 2022 that are gone from this filing.