Wit, LLC
- SEC CIK
- 0001840025
- 最新申報
- 2026/8/14
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/15 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 12
- 較 2022 年第 4 季 +1
- 總值
- $393.8 萬
- 較 2022 年第 4 季 +$29.3 萬 (+8.0%)
| 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 | 28,060 | $113.4 萬 | 28.8% | +1,747+6.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 17,051 | $99.8 萬 | 25.4% | −173−1.0% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 17,180 | $83.8 萬 | 21.3% | +3,260+23.4% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,684 | $28.1 萬 | 7.1% | −1,135−29.7% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,048 | $18.3 萬 | 4.6% | +141+3.6% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,924 | $14.7 萬 | 3.7% | +875+83.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 745 | $14.1 萬 | 3.6% | +375+101.4% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 1,823 | $13.0 萬 | 3.3% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,009 | $3.98 萬 | 1.0% | −2,473−71.0% | 減碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,076 | $3.39 萬 | 0.9% | +746+226.1% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 109 | $1.00 萬 | 0.3% | +109 | 新進 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 17 | $1,204 | <0.1% | 00.0% | 不變 | – |