Q4 2024 · 13F-HR
WIT, LLCholdings as filed
Filed 2025-02-14 · accession 0001104659-25-013444
$3.12B
Reported value
13
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX FUND | $1.46B | 46.9% | 33,231 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $944.6M | 30.3% | 18,088 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED INTL FD | $192.3M | 6.16% | 4,021 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $102.1M | 3.27% | 884 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $67.7M | 2.17% | 877 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $63.8M | 2.04% | 291 | Common | NONE |
| 464288661 | IEI | ISHARES TR | $58.7M | 1.88% | 1,757 | Common | NONE |
| 46434G863 | ESGE | ISHARES INC | $58.6M | 1.88% | 784 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $53.8M | 1.72% | 711 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $47.3M | 1.52% | 88 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $45.5M | 1.46% | 431 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $17.2M | 0.55% | 412 | Common | NONE |
| 92206C706 | VGIT | VANGUARD SCOTTSDALE FDS | $5.1M | 0.16% | 89 | 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.