$3.64 Billion is the total value of WIT, LLC's 11 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 15.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | Sell | VANGUARD INTL EQUITY INDEX FUNDftse emr mkt etf | $1,025,680,857 | -8.4% | 26,313 | -14.2% | 28.14% | -11.8% |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $995,886,939 | +0.1% | 17,224 | 0.0% | 27.33% | -3.7% | |
| IEMG | Buy | ISHARES INCcore msci emkt | $650,074,101 | +49.5% | 13,920 | +37.6% | 17.84% | +43.9% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $398,162,908 | -7.2% | 3,819 | -8.6% | 10.92% | -10.6% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $163,976,710 | +22.7% | 3,907 | +2.0% | 4.50% | +18.1% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $131,961,516 | -1.2% | 3,482 | -9.1% | 3.62% | -4.9% |
| EFA | ISHARES TRmsci eafe etf | $119,685,152 | +17.2% | 1,823 | 0.0% | 3.28% | +12.8% | |
| BSV | Sell | VANGUARD BD INDEX FDSshort term bond | $79,001,014 | -0.2% | 1,049 | -0.9% | 2.17% | -3.9% |
| VB | VANGUARD INDEX FDSsmall cp etf | $68,899,445 | +9.1% | 370 | 0.0% | 1.89% | +5.0% | |
| ESGE | Sell | ISHARES INCesg awr msci em | $9,920,965 | -33.2% | 330 | -38.5% | 0.27% | -35.8% |
| ESGD | ISHARES TResg aw msci eafe | $1,101,802 | +17.1% | 17 | 0.0% | 0.03% | +11.1% | |
| VERV | Exit | VERVE THERAPEUTICS INC | $0 | – | -14 | -100.0% | -0.01% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -12 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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.