Wit, LLC
- SEC CIK
- 0001840025
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 12
- +1 vs. Q4 2022
- Portfolio value
- $3.94M
- +$293.2K (+8.0%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 28,060 | $1.13M | 28.8% | +1,747+6.6% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 17,051 | $998.2K | 25.4% | −173−1.0% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 17,180 | $838.2K | 21.3% | +3,260+23.4% | Added | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,684 | $281.0K | 7.1% | −1,135−29.7% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,048 | $182.8K | 4.6% | +141+3.6% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,924 | $147.2K | 3.7% | +875+83.4% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 745 | $141.2K | 3.6% | +375+101.4% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 1,823 | $130.4K | 3.3% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,009 | $39.8K | 1.0% | −2,473−71.0% | Reduced | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,076 | $33.9K | 0.9% | +746+226.1% | Added | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 109 | $10.0K | 0.3% | +109 | New | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 17 | $1.20K | <0.1% | 00.0% | Unchanged | – |