Wit as of Sept. 30, 2023
Portfolio Holdings for Wit
Wit holds 14 positions in its portfolio as reported in the September 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) | 28.6 | $987M | 25k | 39209.62 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 26.9 | $930M | 16k | 57600.68 | |
| Ishares Core Msci Emkt (IEMG) | 21.7 | $748M | 16k | 47590.09 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 6.7 | $230M | 2.2k | 102861.80 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 5.5 | $190M | 4.3k | 43718.67 | |
| Vanguard Index Fds Small Cp Etf (VB) | 3.5 | $121M | 638.00 | 189162.46 | |
| Vanguard Bd Index Fds Short Term Bond (BSV) | 3.3 | $113M | 1.5k | 75180.35 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.9 | $65M | 936.00 | 68931.12 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.8 | $27M | 889.00 | 30296.79 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $16M | 412.00 | 37963.26 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $13M | 60.00 | 211022.25 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $6.6M | 72.00 | 91869.74 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $5.1M | 89.00 | 56829.57 | |
| Ishares Tr National Mun Etf (PATH) | 0.1 | $4.4M | 43.00 | 103064.63 |
