Wit as of Dec. 31, 2024
Portfolio Holdings for Wit
Wit holds 13 positions in its portfolio as reported in the December 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) | 46.8 | $1.5B | 33M | 44.04 | |
| Ishares Core Msci Emkt (IEMG) | 30.2 | $945M | 18M | 52.22 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 6.2 | $192M | 4.0M | 47.82 | |
| Vanguard Index Fds Small Cp Etf (VB) | 3.3 | $102M | 884k | 115.55 | |
| Ishares Tr National Mun Etf (MUB) | 2.2 | $70M | 291k | 240.28 | |
| Vanguard Bd Index Fds Short Term Bond (BSV) | 2.2 | $68M | 877k | 77.27 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.9 | $59M | 1.8M | 33.39 | |
| Ishares Esg Awr Msci Em (ESGE) | 1.9 | $59M | 784k | 74.73 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.7 | $54M | 711k | 75.61 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $47M | 88k | 538.81 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.5 | $46M | 431k | 105.48 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $17M | 412k | 41.82 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $5.1M | 89k | 58.00 |
