Filed: 2/14/2025ACC: 0001104659-25-013444
📋 What this filing means
WIT, LLC filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $3.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$3.12B
Total AUM (reported)
61.66K
Total Shares
Allocation by class
FTSE EMR MKT ETF$1.46B46.9%
CORE MSCI EMKT$944.57M30.3%
FTSE DEV MKT ETF$192.28M6.2%
SMALL CP ETF$102.12M3.3%
SHORT TERM BOND$67.75M2.2%
NATIONAL MUN ETF$63.79M2.0%
3 7 YR TREAS BD$58.67M1.9%
Portfolio Concentration
Top 3$2.60B83.3%
4–10$451.99M14.5%
11–25$67.82M2.2%
Top 3 weight
83.3%
Top 10 weight
97.8%
Voting Authority Distribution
Total shares with voting rights: 61.66M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
61.66M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings13
Rows:
VANGUARD INTL EQUITY INDEX FUND
SOLEShares33.23K
TypeSH
Market value$1.46B
46.90%
Sole
0.00
Shared
0.00
None
33.23M
ISHARES INC
SOLEShares18.09K
TypeSH
Market value$944.57M
30.27%
Sole
0.00
Shared
0.00
None
18.09M
VANGUARD TAX-MANAGED INTL FD
SOLEShares4.02K
TypeSH
Market value$192.28M
6.16%
Sole
0.00
Shared
0.00
None
4.02M
VANGUARD INDEX FDS
SOLEShares884.00
TypeSH
Market value$102.12M
3.27%
Sole
0.00
Shared
0.00
None
883.81K
VANGUARD BD INDEX FDS
SOLEShares877.00
TypeSH
Market value$67.75M
2.17%
Sole
0.00
Shared
0.00
None
876.73K
ISHARES TR
SOLEShares291.00
TypeSH
Market value$63.79M
2.04%
Sole
0.00
Shared
0.00
None
291.33K
ISHARES TR
SOLEShares1.76K
TypeSH
Market value$58.67M
1.88%
Sole
0.00
Shared
0.00
None
1.76M
ISHARES INC
SOLEShares784.00
TypeSH
Market value$58.58M
1.88%
Sole
0.00
Shared
0.00
None
783.88K
VANGUARD BD INDEX FDS
SOLEShares711.00
TypeSH
Market value$53.75M
1.72%
Sole
0.00
Shared
0.00
None
710.92K
VANGUARD INDEX FDS
SOLEShares88.00
TypeSH
Market value$47.33M
1.52%
Sole
0.00
Shared
0.00
None
87.84K
ISHARES TR
SOLEShares431.00
TypeSH
Market value$45.45M
1.46%
Sole
0.00
Shared
0.00
None
430.91K
ISHARES TR
SOLEShares412.00
TypeSH
Market value$17.24M
0.55%
Sole
0.00
Shared
0.00
None
412.14K
VANGUARD SCOTTSDALE FDS
SOLEShares89.00
TypeSH
Market value$5.13M
0.16%
Sole
0.00
Shared
0.00
None
88.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FUNDSOLE | FTSE EMR MKT ETF | 33.23K | SH | $1.46B 46.90% | 0.00 | 0.00 | 33.23M |
ISHARES INCSOLE | CORE MSCI EMKT | 18.09K | SH | $944.57M 30.27% | 0.00 | 0.00 | 18.09M |
VANGUARD TAX-MANAGED INTL FDSOLE | FTSE DEV MKT ETF | 4.02K | SH | $192.28M 6.16% | 0.00 | 0.00 | 4.02M |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 884.00 | SH | $102.12M 3.27% | 0.00 | 0.00 | 883.81K |
VANGUARD BD INDEX FDSSOLE | SHORT TERM BOND | 877.00 | SH | $67.75M 2.17% | 0.00 | 0.00 | 876.73K |
ISHARES TRSOLE | NATIONAL MUN ETF | 291.00 | SH | $63.79M 2.04% | 0.00 | 0.00 | 291.33K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 1.76K | SH | $58.67M 1.88% | 0.00 | 0.00 | 1.76M |
ISHARES INCSOLE | ESG AWR MSCI EM | 784.00 | SH | $58.58M 1.88% | 0.00 | 0.00 | 783.88K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 711.00 | SH | $53.75M 1.72% | 0.00 | 0.00 | 710.92K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 88.00 | SH | $47.33M 1.52% | 0.00 | 0.00 | 87.84K |
ISHARES TRSOLE | MSCI EAFE ETF | 431.00 | SH | $45.45M 1.46% | 0.00 | 0.00 | 430.91K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 412.00 | SH | $17.24M 0.55% | 0.00 | 0.00 | 412.14K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 89.00 | SH | $5.13M 0.16% | 0.00 | 0.00 | 88.50K |