Wit

Wit as of June 30, 2025

Portfolio Holdings for Wit

Wit holds 18 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 44.7 $1.8B 37M 49.46
Ishares Core Msci Emkt (IEMG) 24.5 $987M 16M 60.03
Ishares Tr 3 7 Yr Treas Bd (IEI) 7.3 $294M 2.5M 119.09
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.6 $226M 4.0M 57.01
Ishares Esg Awr Msci Em (ESGE) 4.5 $180M 4.6M 39.17
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.2 $89M 659k 134.39
Ishares Tr Msci Eafe Etf (EFA) 1.7 $70M 783k 89.39
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.6 $67M 845k 78.70
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $61M 784k 77.34
Vanguard Index Fds Small Cp Etf (VB) 1.4 $58M 245k 236.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $53M 94k 568.03
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $49M 250k 195.01
Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $45M 419k 106.34
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $21M 787k 26.50
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $20M 412k 48.24
Ishares Tr National Mun Etf (MUB) 0.2 $6.5M 62k 104.48
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $4.9M 83k 59.81
Crowdstrike Hldgs Cl A (CRWD) 0.0 $1.9M 3.8k 509.31