WIT, LLC
24 holdingsFiling period: 2026-06-30Current AUM: $6.18Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VWO | VANGUARD INTL EQUITY INDEX F | 38.64M | $2.31B | $2.29B | 37.05% | -1,150,809 | 2026-06-30 |
| 2 | IEMG | ISHARES INC | 16.95M | $1.40B | $1.36B | 21.99% | +717.1K | 2026-06-30 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 6.73M | $479.3M | $481.2M | 7.79% | -121,039 | 2026-06-30 |
| 4 | VBIL | VANGUARD INSTL INDEX FD | 5.48M | $415.0M | $414.6M | 6.71% | +2.84M | 2026-06-30 |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 4.90M | $289.1M | $280.6M | 4.54% | +4.82M | 2026-06-30 |
| 6 | ESGE | ISHARES INC | 4.52M | $247.1M | $241.0M | 3.90% | -662,844 | 2026-06-30 |
| 7 | VOO | VANGUARD INDEX FDS | 330.4K | $226.9M | $230.0M | 3.72% | -4,856 | 2026-06-30 |
| 8 | BSV | VANGUARD BD INDEX FDS | 1.98M | $154.4M | $152.0M | 2.46% | -25,659 | 2026-06-30 |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | 2.43M | $141.1M | $139.8M | 2.26% | +1.24M | 2026-06-30 |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | 720.0K | $111.1M | $112.2M | 1.82% | +61.4K | 2026-06-30 |
| 11 | IEI | ISHARES TR | 661.1K | $77.6M | $75.6M | 1.22% | -1,602,848 | 2026-06-30 |
| 12 | BIV | VANGUARD BD INDEX FDS | 861.2K | $66.1M | $63.7M | 1.03% | -- | 2026-06-30 |
| 13 | VB | VANGUARD INDEX FDS | 213.1K | $64.6M | $62.0M | 1.00% | -51,145 | 2026-06-30 |
| 14 | VBR | VANGUARD INDEX FDS | 242.4K | $58.9M | $58.4M | 0.95% | -7,778 | 2026-06-30 |
| 15 | IJR | ISHARES TR | 357.9K | $53.1M | $50.1M | 0.81% | -- | 2026-06-30 |
| 16 | EFA | ISHARES TR | 491.2K | $51.0M | $51.8M | 0.84% | -- | 2026-06-30 |
| 17 | SUB | ISHARES TR | 418.6K | $44.6M | $44.1M | 0.71% | -- | 2026-06-30 |
| 18 | EEM | ISHARES TR | 412.1K | $28.2M | $27.1M | 0.44% | -- | 2026-06-30 |
| 19 | SCHD | SCHWAB STRATEGIC TR | 787.0K | $25.0M | $27.0M | 0.44% | -- | 2026-06-30 |
| 20 | MUB | ISHARES TR | 76.6K | $8.2M | $7.9M | 0.13% | +10.7K | 2026-06-30 |
| 21 | ESGD | ISHARES TR | 32.3K | $3.3M | $3.4M | 0.05% | -- | 2026-06-30 |
| 22 | IBIT | ISHARES BITCOIN TRUST ETF | 81.0K | $2.7M | $3.5M | 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 | $1.8M | 0.03% | -- | 2026-06-30 |
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