Wit as of June 30, 2023
Portfolio Holdings for Wit
Wit holds 14 positions in its portfolio as reported in the June 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) | 28.1 | $1.1B | 27k | 40679.63 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 25.4 | $989M | 17k | 57729.68 | |
| Ishares Core Msci Emkt (IEMG) | 21.4 | $835M | 17k | 49290.13 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 7.2 | $279M | 2.7k | 104055.35 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 5.1 | $199M | 4.3k | 46183.01 | |
| Vanguard Index Fds Small Cp Etf (VB) | 3.8 | $148M | 745.00 | 198896.14 | |
| Vanguard Bd Index Fds Short Term Bond (BSV) | 3.5 | $134M | 1.8k | 75574.29 | |
| Ishares Tr Msci Eafe Etf (EFA) | 3.0 | $115M | 1.6k | 72516.27 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.8 | $33M | 837.00 | 39563.31 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.7 | $28M | 889.00 | 31647.54 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.5 | $20M | 675.00 | 29449.81 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $12M | 56.00 | 219937.79 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $8.6M | 93.00 | 92020.42 | |
| Uipath Cl A (PATH) | 0.0 | $509k | 31.00 | 16425.16 |
