Wit, LLC
- SEC CIK
- 0001840025
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 17
- +3 vs. Q3 2023
- Portfolio value
- $2.60M
- −$850.0K (−24.7%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 28,491 | $1.17M | 45.1% | +3,332+13.2% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 12,885 | $651.7K | 25.1% | −2,823−18.0% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,992 | $239.1K | 9.2% | +656+15.1% | Added | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 1,941 | $204.6K | 7.9% | −291−13.0% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,496 | $115.2K | 4.4% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 263 | $56.1K | 2.2% | −375−58.8% | Reduced | – |
| iShares MSCI Eafe ETF464287465 | ETF | 711 | $53.6K | 2.1% | −225−24.0% | Reduced | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 889 | $28.5K | 1.1% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 467 | $27.2K | 1.0% | −15,673−97.1% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 412 | $16.6K | 0.6% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 58 | $13.6K | 0.5% | −2−3.3% | Reduced | – |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 35 | $8.16K | 0.3% | +35 | New | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 89 | $5.25K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 32 | $3.45K | 0.1% | +32 | New | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 26 | $2.40K | 0.1% | −46−63.9% | Reduced | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2 | $551 | <0.1% | +2 | New | History |
| PATHUiPath, Inc. | Stock | 14 | $338 | <0.1% | −29−67.4% | Reduced | History |