$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDSshort term bond | $365,698,000 | -0.0% | 4,451,050 | 0.0% | 7.34% | -9.7% | |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $229,063,000 | +4.9% | 4,446,103 | 0.0% | 4.60% | -5.2% | |
| EFA | ISHARES TRmsci eafe etf | $187,297,000 | +4.0% | 2,374,459 | 0.0% | 3.76% | -6.0% |
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.