Wit, LLC
- SEC CIK
- 0001840025
- 最新申報
- 2026/8/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 13
- 較 2022 年第 2 季 +2
- 總值
- $350.8 萬
- 較 2022 年第 2 季 −$54.1 萬 (−13.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 30,671 | $111.9 萬 | 31.9% | −3,058−9.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 17,224 | $99.5 萬 | 28.4% | +36+0.2% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,115 | $43.5 萬 | 12.4% | −299−2.9% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,178 | $42.9 萬 | 12.2% | −8−0.2% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,830 | $13.4 萬 | 3.8% | +37+1.0% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 3,830 | $13.4 萬 | 3.8% | −435−10.2% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 1,823 | $10.2 萬 | 2.9% | −32−1.7% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,058 | $7.92 萬 | 2.3% | −200−15.9% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 370 | $6.32 萬 | 1.8% | −375−50.3% | 減碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 537 | $1.49 萬 | 0.4% | +128+31.3% | 加碼 | – |
| SNOWSnowflake Inc. | Stock | 12 | $2,122 | 0.1% | +12 | 新進 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 17 | $941 | <0.1% | 00.0% | 不變 | – |
| VERVVerve Therapeutics, Inc. | COM | 14 | $472 | <0.1% | +14 | 新進 | 歷史 |