WIT, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
WIT, LLC 13F Holdings
CIK 0001840025
As of Sep 30, 2025, WIT, LLC reported
18 positions worth $4.4B in its SEC Form 13F filing.
Top 18 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 38,402,552 | $2.1B | 47.13% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 16,517,680 |
|
.1B24.66% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 2,029,697 | $242.6M | 5.49% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 3,964,405 | $237.5M | 5.38% |
| ISHARES ESG AWARE MSCI EM ETF | ESGE | — | 4,588,201 |
99.2M | 4.51% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 658,548 | $93.9M | 2.13% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 1,122,162 | $88.5M | 2.01% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 260,555 | $66.3M | 1.50% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 783,879 | $61.2M | 1.39% |
| VANGUARD 500 INDEX FUND | VOO | — | 93,476 | $57.2M | 1.30% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 250,167 | $52.2M | 1.18% |
| ISHARES MSCI EAFE ETF | EFA | — | 491,177 | $45.9M | 1.04% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 418,588 | $44.7M | 1.01% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 412,144 | $22.0M | 0.50% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 786,995 | $21.5M | 0.49% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 61,978 | $6.6M | 0.15% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 82,534 | $5.0M | 0.11% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 1,821 | $893.0K | 0.02% |