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 | 33k | 44039.62 | |
| Ishares Core Msci Emkt (IEMG) | 30.2 | $945M | 18k | 52220.91 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 6.2 | $192M | 4.0k | 47819.22 | |
| Vanguard Index Fds Small Cp Etf (VB) | 3.3 | $102M | 884.00 | 115525.56 | |
| Ishares Tr National Mun Etf (MUB) | 2.2 | $70M | 291.00 | 240137.79 | |
| Vanguard Bd Index Fds Short Term Bond (BSV) | 2.2 | $68M | 877.00 | 77246.48 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.9 | $59M | 1.8k | 33391.58 | |
| Ishares Esg Awr Msci Em (ESGE) | 1.9 | $59M | 784.00 | 74718.47 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.7 | $54M | 711.00 | 75601.92 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $47M | 88.00 | 537854.84 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.5 | $46M | 431.00 | 105457.73 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $17M | 412.00 | 41834.62 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $5.1M | 89.00 | 57674.81 |
