Wit, LLC
- SEC CIK
- 0001840025
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 17
- 較 2023 年第 3 季 +3
- 總值
- $259.7 萬
- 較 2023 年第 3 季 −$85.0 萬 (−24.7%)
| 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 | 28,491 | $117.1 萬 | 45.1% | +3,332+13.2% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 12,885 | $65.2 萬 | 25.1% | −2,823−18.0% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,992 | $23.9 萬 | 9.2% | +656+15.1% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 1,941 | $20.5 萬 | 7.9% | −291−13.0% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,496 | $11.5 萬 | 4.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 263 | $5.61 萬 | 2.2% | −375−58.8% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 711 | $5.36 萬 | 2.1% | −225−24.0% | 減碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 889 | $2.85 萬 | 1.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 467 | $2.72 萬 | 1.0% | −15,673−97.1% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 412 | $1.66 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 58 | $1.36 萬 | 0.5% | −2−3.3% | 減碼 | – |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 35 | $8,156 | 0.3% | +35 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 89 | $5,250 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 32 | $3,454 | 0.1% | +32 | 新進 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 26 | $2,395 | 0.1% | −46−63.9% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2 | $551 | <0.1% | +2 | 新進 | 歷史 |
| PATHUiPath, Inc. | Stock | 14 | $338 | <0.1% | −29−67.4% | 減碼 | 歷史 |