Filed: 8/14/2025ACC: 0001104659-25-078246
📋 What this filing means
WIT, LLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $4.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$4.03B
Total AUM (reported)
69.35M
Total Shares
Allocation by class
FTSE EMR MKT ETF$1.80B44.7%
CORE MSCI EMKT$986.71M24.5%
3 7 YR TREAS BD$294.37M7.3%
VAN FTSE DEV MKT$226.01M5.6%
ESG AWR MSCI EM$179.72M4.5%
FTSE SMCAP ETF$88.50M2.2%
MSCI EAFE ETF$70.03M1.7%
Portfolio Concentration
Top 3$3.08B76.5%
4–10$749.38M18.6%
11–25$200.47M5.0%
Top 3 weight
76.5%
Top 10 weight
95.0%
Voting Authority Distribution
Total shares with voting rights: 69.35M
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
69.35M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings18
Rows:
VANGUARD INTL EQUITY INDEX F
SOLEShares36.46M
TypeSH
Market value$1.80B
44.70%
Sole
0.00
Shared
0.00
None
36.46M
ISHARES INC
SOLEShares16.44M
TypeSH
Market value$986.71M
24.46%
Sole
0.00
Shared
0.00
None
16.44M
ISHARES TR
SOLEShares2.47M
TypeSH
Market value$294.37M
7.30%
Sole
0.00
Shared
0.00
None
2.47M
VANGUARD TAX-MANAGED FDS
SOLEShares3.96M
TypeSH
Market value$226.01M
5.60%
Sole
0.00
Shared
0.00
None
3.96M
ISHARES INC
SOLEShares4.59M
TypeSH
Market value$179.72M
4.45%
Sole
0.00
Shared
0.00
None
4.59M
VANGUARD INTL EQUITY INDEX F
SOLEShares658.55K
TypeSH
Market value$88.50M
2.19%
Sole
0.00
Shared
0.00
None
658.55K
ISHARES TR
SOLEShares783.38K
TypeSH
Market value$70.03M
1.74%
Sole
0.00
Shared
0.00
None
783.38K
VANGUARD BD INDEX FDS
SOLEShares844.64K
TypeSH
Market value$66.47M
1.65%
Sole
0.00
Shared
0.00
None
844.64K
VANGUARD BD INDEX FDS
SOLEShares783.88K
TypeSH
Market value$60.63M
1.50%
Sole
0.00
Shared
0.00
None
783.88K
VANGUARD INDEX FDS
SOLEShares244.85K
TypeSH
Market value$58.03M
1.44%
Sole
0.00
Shared
0.00
None
244.85K
VANGUARD INDEX FDS
SOLEShares93.48K
TypeSH
Market value$53.10M
1.32%
Sole
0.00
Shared
0.00
None
93.48K
VANGUARD INDEX FDS
SOLEShares250.17K
TypeSH
Market value$48.79M
1.21%
Sole
0.00
Shared
0.00
None
250.17K
ISHARES TR
SOLEShares418.59K
TypeSH
Market value$44.51M
1.10%
Sole
0.00
Shared
0.00
None
418.59K
SCHWAB STRATEGIC TR
SOLEShares787K
TypeSH
Market value$20.86M
0.52%
Sole
0.00
Shared
0.00
None
787K
ISHARES TR
SOLEShares412.14K
TypeSH
Market value$19.88M
0.49%
Sole
0.00
Shared
0.00
None
412.14K
ISHARES TR
SOLEShares62.02K
TypeSH
Market value$6.48M
0.16%
Sole
0.00
Shared
0.00
None
62.02K
VANGUARD SCOTTSDALE FDS
SOLEShares82.53K
TypeSH
Market value$4.94M
0.12%
Sole
0.00
Shared
0.00
None
82.53K
CROWDSTRIKE HLDGS INC
SOLEShares3.78K
TypeSH
Market value$1.92M
0.05%
Sole
0.00
Shared
0.00
None
3.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 36.46M | SH | $1.80B 44.70% | 0.00 | 0.00 | 36.46M |
ISHARES INCSOLE | CORE MSCI EMKT | 16.44M | SH | $986.71M 24.46% | 0.00 | 0.00 | 16.44M |
ISHARES TRSOLE | 3 7 YR TREAS BD | 2.47M | SH | $294.37M 7.30% | 0.00 | 0.00 | 2.47M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 3.96M | SH | $226.01M 5.60% | 0.00 | 0.00 | 3.96M |
ISHARES INCSOLE | ESG AWR MSCI EM | 4.59M | SH | $179.72M 4.45% | 0.00 | 0.00 | 4.59M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 658.55K | SH | $88.50M 2.19% | 0.00 | 0.00 | 658.55K |
ISHARES TRSOLE | MSCI EAFE ETF | 783.38K | SH | $70.03M 1.74% | 0.00 | 0.00 | 783.38K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 844.64K | SH | $66.47M 1.65% | 0.00 | 0.00 | 844.64K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 783.88K | SH | $60.63M 1.50% | 0.00 | 0.00 | 783.88K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 244.85K | SH | $58.03M 1.44% | 0.00 | 0.00 | 244.85K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 93.48K | SH | $53.10M 1.32% | 0.00 | 0.00 | 93.48K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 250.17K | SH | $48.79M 1.21% | 0.00 | 0.00 | 250.17K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 418.59K | SH | $44.51M 1.10% | 0.00 | 0.00 | 418.59K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 787K | SH | $20.86M 0.52% | 0.00 | 0.00 | 787K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 412.14K | SH | $19.88M 0.49% | 0.00 | 0.00 | 412.14K |
ISHARES TRSOLE | NATIONAL MUN ETF | 62.02K | SH | $6.48M 0.16% | 0.00 | 0.00 | 62.02K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 82.53K | SH | $4.94M 0.12% | 0.00 | 0.00 | 82.53K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 3.78K | SH | $1.92M 0.05% | 0.00 | 0.00 | 3.78K |