$4.98 Billion is the total value of WIT, LLC's 16 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 120.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | Buy | VANGUARD INTL EQUITY INDEX FUNDftse emr mkt etf | $2,226,747,000 | +22.2% | 41,000,674 | +17.1% | 44.68% | +10.4% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $769,650,000 | +2.0% | 12,528,896 | +2.1% | 15.44% | -7.9% |
| IEMG | Buy | ISHARES INCcore msci emkt | $660,801,000 | +5.4% | 9,864,167 | +1.3% | 13.26% | -4.8% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $71,912,000 | +489.3% | 666,966 | +489.4% | 1.44% | +432.5% |
| ESGE | New | ISHARES INCesg awr msci em | $11,399,000 | – | 252,459 | +100.0% | 0.23% | – |
| APO | New | APOLLO GLOBAL MGMT INC | $5,229,000 | – | 84,060 | +100.0% | 0.10% | – |
| SNOW | New | SNOWFLAKE INCcl a | $2,053,000 | – | 8,490 | +100.0% | 0.04% | – |
| PDD | Buy | PINDUODUO INC.sponsored ads | $1,834,000 | +46.7% | 14,442 | +54.7% | 0.04% | +32.1% |
| BILL | New | BILL COM HLDGS INC | $1,293,000 | – | 7,061 | +100.0% | 0.03% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $1,122,000 | – | 14,200 | +100.0% | 0.02% | – |
| PATH | New | UIPATH INCcl a | $989,000 | – | 14,553 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX FUND | 12 | Q3 2023 | 46.2% |
| VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 28.4% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 12.9% |
| VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 5.5% |
| ISHARES TR | 12 | Q3 2023 | 9.0% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 4.5% |
| ISHARES TR | 12 | Q3 2023 | 5.3% |
| ISHARES INC | 11 | Q3 2023 | 21.7% |
| ISHARES TR | 11 | Q3 2023 | 12.2% |
| ISHARES INC | 10 | Q3 2023 | 0.9% |
View WIT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View WIT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.