Wit as of June 30, 2024
Portfolio Holdings for Wit
Wit holds 14 positions in its portfolio as reported in the June 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) | 43.8 | $1.5B | 33k | 43760.44 | |
| Ishares Core Msci Emkt (IEMG) | 29.4 | $976M | 18k | 53531.17 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 7.0 | $231M | 4.7k | 49416.75 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.9 | $130M | 259.00 | 500788.47 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 3.7 | $122M | 1.2k | 104515.93 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 3.2 | $107M | 923.00 | 115514.66 | |
| Vanguard Bd Index Fds Short Term Bond (BSV) | 2.1 | $71M | 922.00 | 76676.29 | |
| Ishares Esg Awr Msci Em (ESGE) | 1.7 | $58M | 1.7k | 33537.33 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.7 | $56M | 711.00 | 78321.63 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $46M | 210.00 | 218093.99 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.3 | $44M | 581.00 | 74843.60 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $18M | 412.00 | 42604.89 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $5.2M | 89.00 | 57903.52 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $3.8M | 36.00 | 106807.50 |
