Q1 2024 · 13F-HR
WIT, LLCholdings as filed
Filed 2024-05-15 · accession 0001104659-24-061686
$3.28B
Reported value
15
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX FUND | $1.36B | 41.5% | 32,654 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $944.4M | 28.8% | 18,303 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED INTL FD | $236.1M | 7.19% | 4,706 | Common | NONE |
| 464288158 | SUB | ISHARES TR | $193.3M | 5.88% | 1,845 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $124.7M | 3.80% | 259 | Common | NONE |
| 464288661 | IEI | ISHARES TR | $101.9M | 3.10% | 880 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $85.7M | 2.61% | 1,117 | Common | NONE |
| 46434G863 | ESGE | ISHARES INC | $60.4M | 1.84% | 1,874 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $56.8M | 1.73% | 711 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $48.0M | 1.46% | 210 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $43.8M | 1.33% | 581 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $16.9M | 0.52% | 412 | Common | NONE |
| 92206C706 | VGIT | VANGUARD SCOTTSDALE FDS | $5.2M | 0.16% | 89 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $2.2M | 0.07% | 20 | Common | NONE |
| 374163103 | GERN | GERON CORP | $1.5M | 0.05% | 462 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.