WIT, LLC
CIK 1840025 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- VWO44.26%
- IEMG22.03%
- VEA9.38%
- IEI5.00%
- VOO4.81%
- ESGE4.07%
- VSS1.89%
- BSV1.77%
- VB1.37%
- BIV1.22%
Share classes counted separately95.80%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VEAWeight increased · +4.00 pp5.38% → 9.38%Shares +3.53M (+88.95%)
- VOOWeight increased · +3.51 pp1.30% → 4.81%Shares +289.30K (+309.49%)
- VWOWeight decreased · -2.87 pp47.13% → 44.26%Shares +2.67M (+6.96%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 20
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $2.21B | 44.26% | 41.07M shares | 47.13% → 44.26%-2.87 pp +2.67M (+6.96%) | Added | ↗▾ |
| 02 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $1.10B | 22.03% | 16.35M shares | 24.66% → 22.03%-2.63 pp -167.01K (-1.01%) | Reduced | ↗▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFFTSE DEV MKT ETF View history and evidence | $467.94M | 9.38% | 7.49M shares | 5.38% → 9.38%+4.00 pp +3.53M (+88.95%) | Added | ↗▾ |
| 04 | IEIISHARES 3-7 YEAR TREASURY BO3 7 YR TREAS BD View history and evidence | $249.33M | 5.00% | 2.09M shares | 5.49% → 5.00%-0.49 pp +59.37K (+2.93%) | Added | ↗▾ |
| 05 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $240.05M | 4.81% | 382.78K shares | 1.30% → 4.81%+3.51 pp +289.30K (+309.49%) | Added | ↗▾ |
| 06 | ESGEISHARES INC ISHARES ESG AWARESG AWR MSCI EM View history and evidence | $203.24M | 4.07% | 4.60M shares | 4.51% → 4.07%-0.44 pp +13.12K (+0.29%) | Added | ↗▾ |
| 07 | VSSVANGUARD FTSE ALL WO X-US SCFTSE SMCAP ETF View history and evidence | $94.39M | 1.89% | 658.55K shares | 2.13% → 1.89%-0.24 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TERM BOND View history and evidence | $88.44M | 1.77% | 1.12M shares | 2.01% → 1.77%-0.24 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $68.19M | 1.37% | 264.35K shares | 1.50% → 1.37%-0.13 pp +3.80K (+1.46%) | Added | ↗▾ |
| 10 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $61.05M | 1.22% | 783.88K shares | 1.39% → 1.22%-0.17 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CRWD CROWDSTRIKE HOLDINGS INC - A | Non-derivative | -1,821 | -$892.98K | SEC filing ↗ | 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4989366447
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