Wit as of March 31, 2023
Portfolio Holdings for Wit
Wit holds 12 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Vanguard Intl Equity Index Fund Ftse Emr Mkt Etf (VWO) | 28.8 | $1.1B | 28k | 40399.51 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 25.4 | $998M | 17k | 58540.12 | |
| Ishares Core Msci Emkt (IEMG) | 21.3 | $838M | 17k | 48789.33 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 7.1 | $281M | 2.7k | 104695.44 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 4.6 | $183M | 4.0k | 45168.56 | |
| Vanguard Bd Index Fds Short Term Bond (BSV) | 3.7 | $147M | 1.9k | 76495.64 | |
| Vanguard Index Fds Small Cp Etf (VB) | 3.6 | $141M | 745.00 | 189565.85 | |
| Ishares Tr Msci Eafe Etf (EFA) | 3.3 | $130M | 1.8k | 71534.00 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.0 | $40M | 1.0k | 39451.79 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.9 | $34M | 1.1k | 31478.92 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $10M | 109.00 | 91836.84 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $1.2M | 17.00 | 70825.76 |
