Wit, LLC
- SEC CIK
- 0001840025
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 14
- −1 vs. Q1 2024
- Portfolio value
- $3.32M
- +$35.6K (+1.1%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 33,253 | $1.46M | 43.8% | +599+1.8% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 18,224 | $975.6K | 29.4% | −79−0.4% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,679 | $231.2K | 7.0% | −27−0.6% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 259 | $129.7K | 3.9% | 00.0% | Unchanged | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 1,166 | $121.9K | 3.7% | −679−36.8% | Reduced | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 923 | $106.6K | 3.2% | +43+4.9% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 922 | $70.7K | 2.1% | −195−17.5% | Reduced | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,728 | $58.0K | 1.7% | −146−7.8% | Reduced | – |
| iShares MSCI Eafe ETF464287465 | ETF | 711 | $55.7K | 1.7% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 210 | $45.8K | 1.4% | 00.0% | Unchanged | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 581 | $43.5K | 1.3% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 412 | $17.6K | 0.5% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 89 | $5.15K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 36 | $3.85K | 0.1% | +16+80.0% | Added | – |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.