$4.46 Billion is the total value of WIT, LLC's 12 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 23.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | Sell | VANGUARD INTL EQUITY INDEX FUNDftse emr mkt etf | $1,743,187,000 | -3.2% | 35,244,381 | -2.1% | 39.09% | +8.9% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $1,145,979,000 | -15.9% | 18,839,037 | -15.1% | 25.70% | -5.4% |
| IEMG | ISHARES INCcore msci emkt | $535,678,000 | -3.1% | 8,948,843 | 0.0% | 12.01% | +9.0% | |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $227,018,000 | +1.1% | 4,446,103 | 0.0% | 5.09% | +13.8% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $208,343,000 | -18.9% | 4,264,962 | -16.4% | 4.67% | -8.8% |
| VB | VANGUARD INDEX FDSsmall cp etf | $168,383,000 | +3.4% | 745,023 | 0.0% | 3.78% | +16.3% | |
| BSV | Sell | VANGUARD BD INDEX FDSshort term bond | $165,662,000 | -58.1% | 2,049,510 | -57.5% | 3.72% | -52.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $157,010,000 | +4.1% | 1,995,557 | +3.2% | 3.52% | +17.1% |
| SUB | ISHARES TRshrt nat mun etf | $98,070,000 | -0.2% | 913,388 | 0.0% | 2.20% | +12.3% | |
| ESGE | Buy | ISHARES INCesg awr msci em | $7,505,000 | +13.7% | 188,801 | +18.5% | 0.17% | +27.3% |
| MDGL | New | MADRIGAL PHARMACEUTICALS, INC. | $1,484,000 | – | 17,508 | +100.0% | 0.03% | – |
| ESGD | Buy | ISHARES TResg aw msci eafe | $1,148,000 | +3.1% | 14,448 | +1.7% | 0.03% | +18.2% |
| PATH | Exit | UIPATH INCcl a | $0 | – | -17,412 | -100.0% | -0.02% | – |
| PDD | Exit | PINDUODUO INC.sponsored ads | $0 | – | -24,316 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2021-11-15 |
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.