Wit, LLC
- SEC CIK
- 0001840025
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 15
- −2 vs. Q4 2023
- Portfolio value
- $3.28M
- +$687.3K (+26.5%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 32,654 | $1.36M | 41.5% | +4,163+14.6% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 18,303 | $944.4K | 28.8% | +5,418+42.0% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,706 | $236.1K | 7.2% | −286−5.7% | Reduced | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 1,845 | $193.3K | 5.9% | −96−4.9% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 259 | $124.7K | 3.8% | +259 | New | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 880 | $101.9K | 3.1% | +880 | New | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,117 | $85.7K | 2.6% | −379−25.3% | Reduced | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,874 | $60.4K | 1.8% | +985+110.8% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 711 | $56.8K | 1.7% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 210 | $48.0K | 1.5% | −53−20.2% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 581 | $43.8K | 1.3% | +581 | New | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 412 | $16.9K | 0.5% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 89 | $5.18K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 20 | $2.20K | 0.1% | −12−37.5% | Reduced | – |
| GERNGeron Corp | COM | 462 | $1.52K | <0.1% | +462 | New | History |
Sold out since Q4 2023 (6)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 467 | $27.2K | 1.0% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 58 | $13.6K | 0.5% | – |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 35 | $8.16K | 0.3% | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 26 | $2.40K | 0.1% | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2 | $551 | <0.1% | History |
| PATHUiPath, Inc. | Stock | 14 | $338 | <0.1% | History |