WIT, LLC
CIK 1840025 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- PATH56.25%
- VWO12.52%
- VGSH11.80%
- IEMG9.49%
- SUB2.91%
- VEA2.41%
- VB1.53%
- BSV1.43%
- EFA0.82%
- ESGE0.34%
Share classes counted separately99.50%
Portfolio value by quarter
Top 10 holdings 14
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | PATHUIPATH INC - CLASS ANATIONAL MUN ETF View history and evidence | $4.43M | 56.25% | 43 shares | — | ↗▾ | |
| 02 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $986.48K | 12.52% | 25.16K shares | — | ↗▾ | |
| 03 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $929.67K | 11.80% | 16.14K shares | — | ↗▾ | |
| 04 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $747.54K | 9.49% | 15.71K shares | — | ↗▾ | |
| 05 | SUBISHARES SHORT-TERM NATIONALSHRT NAT MUN ETF View history and evidence | $229.59K | 2.91% | 2.23K shares | — | ↗▾ | |
| 06 | VEAVANGUARD FTSE DEVELOPED ETFFTSE DEV MKT ETF View history and evidence | $189.56K | 2.41% | 4.34K shares | — | ↗▾ | |
| 07 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $120.69K | 1.53% | 638 shares | — | ↗▾ | |
| 08 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TERM BOND View history and evidence | $112.47K | 1.43% | 1.50K shares | — | ↗▾ | |
| 09 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $64.52K | 0.82% | 936 shares | — | ↗▾ | |
| 10 | ESGEISHARES INC ISHARES ESG AWARESG AWR MSCI EM View history and evidence | $26.93K | 0.34% | 889 shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPSB SS SPDR P ST C CORP ETF | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1840025 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3451861858
}Take these holdings further.
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