Filed: 11/14/2025ACC: 0001104659-25-111891
📋 What this filing means
WIT, LLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $4.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$4.41B
Total AUM (reported)
70.93M
Total Shares
Allocation by class
FTSE EMR MKT ETF$2.08B47.1%
CORE MSCI EMKT$1.09B24.7%
3 7 YR TREAS BD$242.57M5.5%
FTSE DEV MKT ETF$237.55M5.4%
ESG AWR MSCI EM$199.22M4.5%
FTSE SMCAP ETF$93.88M2.1%
SHORT TERM BOND$88.55M2.0%
Portfolio Concentration
Top 3$3.41B77.3%
4–10$803.90M18.2%
11–25$198.71M4.5%
Top 3 weight
77.3%
Top 10 weight
95.5%
Voting Authority Distribution
Total shares with voting rights: 70.93M
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
70.93M
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 FUND
SOLEShares38.40M
TypeSH
Market value$2.08B
47.13%
Sole
0.00
Shared
0.00
None
38.40M
ISHARES INC
SOLEShares16.52M
TypeSH
Market value$1.09B
24.66%
Sole
0.00
Shared
0.00
None
16.52M
ISHARES TR
SOLEShares2.03M
TypeSH
Market value$242.57M
5.49%
Sole
0.00
Shared
0.00
None
2.03M
VANGUARD TAX-MANAGED INTL FD
SOLEShares3.96M
TypeSH
Market value$237.55M
5.38%
Sole
0.00
Shared
0.00
None
3.96M
ISHARES INC
SOLEShares4.59M
TypeSH
Market value$199.22M
4.51%
Sole
0.00
Shared
0.00
None
4.59M
VANGUARD INTL EQUITY INDEX F
SOLEShares658.55K
TypeSH
Market value$93.88M
2.13%
Sole
0.00
Shared
0.00
None
658.55K
VANGUARD BD INDEX FDS
SOLEShares1.12M
TypeSH
Market value$88.55M
2.01%
Sole
0.00
Shared
0.00
None
1.12M
VANGUARD INDEX FDS
SOLEShares260.56K
TypeSH
Market value$66.25M
1.50%
Sole
0.00
Shared
0.00
None
260.56K
VANGUARD BD INDEX FDS
SOLEShares783.88K
TypeSH
Market value$61.21M
1.39%
Sole
0.00
Shared
0.00
None
783.88K
VANGUARD INDEX FDS
SOLEShares93.48K
TypeSH
Market value$57.24M
1.30%
Sole
0.00
Shared
0.00
None
93.48K
VANGUARD INDEX FDS
SOLEShares250.17K
TypeSH
Market value$52.21M
1.18%
Sole
0.00
Shared
0.00
None
250.17K
ISHARES TR
SOLEShares491.18K
TypeSH
Market value$45.86M
1.04%
Sole
0.00
Shared
0.00
None
491.18K
ISHARES TR
SOLEShares418.59K
TypeSH
Market value$44.70M
1.01%
Sole
0.00
Shared
0.00
None
418.59K
ISHARES TR
SOLEShares412.14K
TypeSH
Market value$22.01M
0.50%
Sole
0.00
Shared
0.00
None
412.14K
SCHWAB STRATEGIC TR
SOLEShares787K
TypeSH
Market value$21.48M
0.49%
Sole
0.00
Shared
0.00
None
787K
ISHARES TR
SOLEShares61.98K
TypeSH
Market value$6.60M
0.15%
Sole
0.00
Shared
0.00
None
61.98K
VANGUARD SCOTTSDALE FDS
SOLEShares82.53K
TypeSH
Market value$4.95M
0.11%
Sole
0.00
Shared
0.00
None
82.53K
CROWDSTRIKE HLDGS INC
SOLEShares1.82K
TypeSH
Market value$893.0K
0.02%
Sole
0.00
Shared
0.00
None
1.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FUNDSOLE | FTSE EMR MKT ETF | 38.40M | SH | $2.08B 47.13% | 0.00 | 0.00 | 38.40M |
ISHARES INCSOLE | CORE MSCI EMKT | 16.52M | SH | $1.09B 24.66% | 0.00 | 0.00 | 16.52M |
ISHARES TRSOLE | 3 7 YR TREAS BD | 2.03M | SH | $242.57M 5.49% | 0.00 | 0.00 | 2.03M |
VANGUARD TAX-MANAGED INTL FDSOLE | FTSE DEV MKT ETF | 3.96M | SH | $237.55M 5.38% | 0.00 | 0.00 | 3.96M |
ISHARES INCSOLE | ESG AWR MSCI EM | 4.59M | SH | $199.22M 4.51% | 0.00 | 0.00 | 4.59M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 658.55K | SH | $93.88M 2.13% | 0.00 | 0.00 | 658.55K |
VANGUARD BD INDEX FDSSOLE | SHORT TERM BOND | 1.12M | SH | $88.55M 2.01% | 0.00 | 0.00 | 1.12M |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 260.56K | SH | $66.25M 1.50% | 0.00 | 0.00 | 260.56K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 783.88K | SH | $61.21M 1.39% | 0.00 | 0.00 | 783.88K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 93.48K | SH | $57.24M 1.30% | 0.00 | 0.00 | 93.48K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 250.17K | SH | $52.21M 1.18% | 0.00 | 0.00 | 250.17K |
ISHARES TRSOLE | MSCI EAFE ETF | 491.18K | SH | $45.86M 1.04% | 0.00 | 0.00 | 491.18K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 418.59K | SH | $44.70M 1.01% | 0.00 | 0.00 | 418.59K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 412.14K | SH | $22.01M 0.50% | 0.00 | 0.00 | 412.14K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 787K | SH | $21.48M 0.49% | 0.00 | 0.00 | 787K |
ISHARES TRSOLE | NATIONAL MUN ETF | 61.98K | SH | $6.60M 0.15% | 0.00 | 0.00 | 61.98K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 82.53K | SH | $4.95M 0.11% | 0.00 | 0.00 | 82.53K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 1.82K | SH | $893.0K 0.02% | 0.00 | 0.00 | 1.82K |