Wit as of March 31, 2024
Portfolio Holdings for Wit
Wit holds 15 positions in its portfolio as reported in the March 2024 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) | 41.5 | $1.4B | 33k | 41770.15 | |
| Ishares Core Msci Emkt (IEMG) | 28.8 | $944M | 18k | 51599.04 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 7.2 | $236M | 4.7k | 50166.04 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 5.9 | $193M | 1.8k | 104748.22 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.8 | $125M | 259.00 | 481332.90 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 3.1 | $102M | 880.00 | 115768.02 | |
| Vanguard Bd Index Fds Short Term Bond (BSV) | 2.6 | $86M | 1.1k | 76699.65 | |
| Ishares Esg Awr Msci Em (ESGE) | 1.8 | $60M | 1.9k | 32222.21 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.7 | $57M | 711.00 | 79851.46 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.5 | $48M | 210.00 | 228646.60 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.3 | $44M | 581.00 | 75353.28 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $17M | 412.00 | 41094.36 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $5.2M | 89.00 | 58221.73 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.2M | 20.00 | 109902.65 | |
| Geron Corporation (GERN) | 0.0 | $1.5M | 462.00 | 3299.16 |
