Wit, LLC
24 holdingsFiling period: 2026-06-30Current AUM: $6.07Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VWO | Vanguard Intl Equity Index F | 38.64M | $2.31B | $2.25B | 37.10% | -1,150,809 | 2026-06-30 |
| 2 | IEMG | iShares Inc | 16.95M | $1.40B | $1.31B | 21.62% | +717.1K | 2026-06-30 |
| 3 | VEA | Vanguard Tax-Managed Fds | 6.73M | $479.3M | $469.4M | 7.74% | -121,039 | 2026-06-30 |
| 4 | VBIL | Vanguard Instl Index FD | 5.48M | $415.0M | $414.9M | 6.84% | +2.84M | 2026-06-30 |
| 5 | VGIT | Vanguard Scottsdale Fds | 4.90M | $289.1M | $279.6M | 4.61% | +4.82M | 2026-06-30 |
| 6 | ESGE | iShares Inc | 4.52M | $247.1M | $232.3M | 3.83% | -662,844 | 2026-06-30 |
| 7 | VOO | Vanguard Index Fds | 330.4K | $226.9M | $233.5M | 3.85% | -4,856 | 2026-06-30 |
| 8 | BSV | Vanguard BD Index Fds | 1.98M | $154.4M | $151.7M | 2.50% | -25,659 | 2026-06-30 |
| 9 | VGSH | Vanguard Scottsdale Fds | 2.43M | $141.1M | $139.8M | 2.30% | +1.24M | 2026-06-30 |
| 10 | VSS | Vanguard Intl Equity Index F | 720.0K | $111.1M | $109.7M | 1.81% | +61.4K | 2026-06-30 |
| 11 | IEI | iShares TR | 661.1K | $77.6M | $75.4M | 1.24% | -1,602,848 | 2026-06-30 |
| 12 | BIV | Vanguard BD Index Fds | 861.2K | $66.1M | $63.2M | 1.04% | -- | 2026-06-30 |
| 13 | VB | Vanguard Index Fds | 213.1K | $64.6M | $61.4M | 1.01% | -51,145 | 2026-06-30 |
| 14 | VBR | Vanguard Index Fds | 242.4K | $58.9M | $57.9M | 0.95% | -7,778 | 2026-06-30 |
| 15 | IJR | iShares TR | 357.9K | $53.1M | $49.3M | 0.81% | -- | 2026-06-30 |
| 16 | EFA | iShares TR | 491.2K | $51.0M | $50.9M | 0.84% | -- | 2026-06-30 |
| 17 | SUB | iShares TR | 418.6K | $44.6M | $44.1M | 0.73% | -- | 2026-06-30 |
| 18 | EEM | iShares TR | 412.1K | $28.2M | $26.1M | 0.43% | -- | 2026-06-30 |
| 19 | SCHD | Schwab Strategic TR | 787.0K | $25.0M | $27.3M | 0.45% | -- | 2026-06-30 |
| 20 | MUB | iShares TR | 76.6K | $8.2M | $7.8M | 0.13% | +10.7K | 2026-06-30 |
| 21 | ESGD | iShares TR | 32.3K | $3.3M | $3.3M | 0.05% | -- | 2026-06-30 |
| 22 | IBIT | iShares Bitcoin Trust ETF | 81.0K | $2.7M | $3.8M | 0.06% | -- | 2026-06-30 |
| 23 | ESGU | iShares TR | 12.5K | $2.0M | $2.1M | 0.03% | -- | 2026-06-30 |
| 24 | CRWD | Crowdstrike Hldgs Inc | 1.8K | $1.4M | $1.6M | 0.03% | -- | 2026-06-30 |
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