WIT, LLC
22 holdingsFiling period: 2026-03-31Current AUM: $5.74Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VWO | VANGUARD INTL EQUITY INDEX F | 39.79M | $2.15B | $2.34B | 40.73% | -1,286,015 | 2026-03-31 |
| 2 | IEMG | ISHARES INC | 16.23M | $1.13B | $1.26B | 21.95% | -116,906 | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 6.85M | $438.8M | $483.6M | 8.43% | -642,521 | 2026-03-31 |
| 4 | IEI | ISHARES TR | 2.26M | $268.5M | $263.7M | 4.59% | +174.9K | 2026-03-31 |
| 5 | ESGE | ISHARES INC | 5.18M | $235.6M | $267.0M | 4.65% | +580.4K | 2026-03-31 |
| 6 | VOO | VANGUARD INDEX FDS | 335.3K | $200.3M | $230.2M | 4.01% | -47,520 | 2026-03-31 |
| 7 | VBIL | VANGUARD INSTL INDEX FD | 2.65M | $200.3M | $200.5M | 3.49% | -- | 2026-03-31 |
| 8 | BSV | VANGUARD BD INDEX FDS | 2.01M | $157.4M | $155.7M | 2.71% | +885.3K | 2026-03-31 |
| 9 | VSS | VANGUARD INTL EQUITY INDEX F | 658.5K | $96.0M | $99.1M | 1.73% | -- | 2026-03-31 |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | 1.19M | $69.6M | $69.1M | 1.20% | -- | 2026-03-31 |
| 11 | VB | VANGUARD INDEX FDS | 264.2K | $69.2M | $78.0M | 1.36% | -131 | 2026-03-31 |
| 12 | BIV | VANGUARD BD INDEX FDS | 861.2K | $66.5M | $65.1M | 1.13% | +77.3K | 2026-03-31 |
| 13 | VBR | VANGUARD INDEX FDS | 250.2K | $54.3M | $61.2M | 1.07% | -- | 2026-03-31 |
| 14 | EFA | ISHARES TR | 491.2K | $47.7M | $51.9M | 0.90% | -- | 2026-03-31 |
| 15 | SUB | ISHARES TR | 418.6K | $44.6M | $44.4M | 0.77% | -- | 2026-03-31 |
| 16 | SCHD | SCHWAB STRATEGIC TR | 787.0K | $24.1M | $26.3M | 0.46% | -- | 2026-03-31 |
| 17 | EEM | ISHARES TR | 412.1K | $23.4M | $26.4M | 0.46% | -- | 2026-03-31 |
| 18 | MUB | ISHARES TR | 65.9K | $7.0M | $7.0M | 0.12% | +3.9K | 2026-03-31 |
| 19 | VGIT | VANGUARD SCOTTSDALE FDS | 82.5K | $4.9M | $4.8M | 0.08% | -- | 2026-03-31 |
| 20 | IBIT | ISHARES BITCOIN TRUST ETF | 81.0K | $3.1M | $2.9M | 0.05% | -- | 2026-03-31 |
| 21 | ESGD | ISHARES TR | 32.3K | $3.1M | $3.4M | 0.06% | -- | 2026-03-31 |
| 22 | ESGU | ISHARES TR | 12.5K | $1.8M | $2.0M | 0.04% | -- | 2026-03-31 |
← Scroll →