Wit, LLC
- SEC CIK
- 0001840025
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 13
- −1 vs. Q2 2024
- Portfolio value
- $3.47M
- +$145.2K (+4.4%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 33,608 | $1.61M | 46.4% | +355+1.1% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 19,254 | $1.07M | 30.8% | +1,030+5.7% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,021 | $212.3K | 6.1% | −658−14.1% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 929 | $111.1K | 3.2% | +719+342.4% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 759 | $80.5K | 2.3% | +48+6.8% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 877 | $69.0K | 2.0% | −45−4.9% | Reduced | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 1,757 | $64.0K | 1.8% | +834+90.4% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 293 | $63.3K | 1.8% | +257+713.9% | Added | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 784 | $61.4K | 1.8% | −944−54.6% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 711 | $59.5K | 1.7% | +130+22.4% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 88 | $46.4K | 1.3% | −171−66.0% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 412 | $18.9K | 0.5% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 89 | $5.35K | 0.2% | 00.0% | Unchanged | – |
Sold out since Q2 2024 (1)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| iShares Tr464288158 | SHRT NAT MUN ETF | 1,166 | $121.9K | 3.7% | – |