WIT, LLC

PrivateCIK: 1840025

Location

DISTRICT OF COLUMBIA, DC

Positions

$5.30B

Total AUM (reported)

80.91M

Total Shares

Allocation by class

FTSE EMR MKT ETF$2.15B40.6%

CORE MSCI EMKT$1.13B21.4%

VAN FTSE DEV MKT$438.83M8.3%

3 7 YR TREAS BD$268.50M5.1%

ESG AWR MSCI EM$235.61M4.4%

S&P 500 ETF SHS$200.33M3.8%

0-3 MO TREAS BIL$200.28M3.8%

Portfolio Concentration

Top 3$3.72B70.2%

4–10$1.23B23.2%

11–25$349.74M6.6%

Top 3 weight

70.2%

Top 10 weight

93.4%

Voting Authority Distribution

Total shares with voting rights: 80.91M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

80.91M

% of voting shares100.0%

Investment Discretion (by position count)

Sole22

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings22

Rows:

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares39.79M

TypeSH

Market value$2.15B

40.58%

Sole

0.00

Shared

0.00

None

39.79M

ISHARES INC

SOLE

CORE MSCI EMKT

Shares16.23M

TypeSH

Market value$1.13B

21.37%

Sole

0.00

Shared

0.00

None

16.23M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares6.85M

TypeSH

Market value$438.83M

8.28%

Sole

0.00

Shared

0.00

None

6.85M

ISHARES TR

SOLE

3 7 YR TREAS BD

Shares2.26M

TypeSH

Market value$268.50M

5.07%

Sole

0.00

Shared

0.00

None

2.26M

ISHARES INC

SOLE

ESG AWR MSCI EM

Shares5.18M

TypeSH

Market value$235.61M

4.45%

Sole

0.00

Shared

0.00

None

5.18M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares335.26K

TypeSH

Market value$200.33M

3.78%

Sole

0.00

Shared

0.00

None

335.26K

VANGUARD INSTL INDEX FD

SOLE

0-3 MO TREAS BIL

Shares2.65M

TypeSH

Market value$200.28M

3.78%

Sole

0.00

Shared

0.00

None

2.65M

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares2.01M

TypeSH

Market value$157.40M

2.97%

Sole

0.00

Shared

0.00

None

2.01M

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares658.55K

TypeSH

Market value$96.01M

1.81%

Sole

0.00

Shared

0.00

None

658.55K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares1.19M

TypeSH

Market value$69.64M

1.31%

Sole

0.00

Shared

0.00

None

1.19M

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares264.22K

TypeSH

Market value$69.20M

1.31%

Sole

0.00

Shared

0.00

None

264.22K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares861.17K

TypeSH

Market value$66.47M

1.25%

Sole

0.00

Shared

0.00

None

861.17K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares250.17K

TypeSH

Market value$54.35M

1.03%

Sole

0.00

Shared

0.00

None

250.17K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares491.18K

TypeSH

Market value$47.71M

0.90%

Sole

0.00

Shared

0.00

None

491.18K

ISHARES TR

SOLE

SHRT NAT MUN ETF

Shares418.59K

TypeSH

Market value$44.58M

0.84%

Sole

0.00

Shared

0.00

None

418.59K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares787K

TypeSH

Market value$24.15M

0.46%

Sole

0.00

Shared

0.00

None

787K

ISHARES TR

SOLE

MSCI EMG MKT ETF

Shares412.14K

TypeSH

Market value$23.41M

0.44%

Sole

0.00

Shared

0.00

None

412.14K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares65.92K

TypeSH

Market value$7.00M

0.13%

Sole

0.00

Shared

0.00

None

65.92K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares82.53K

TypeSH

Market value$4.91M

0.09%

Sole

0.00

Shared

0.00

None

82.53K

ISHARES BITCOIN TRUST ETF

SOLE

SHS BEN INT

Shares80.97K

TypeSH

Market value$3.11M

0.06%

Sole

0.00

Shared

0.00

None

80.97K

ISHARES TR

SOLE

ESG AW MSCI EAFE

Shares32.34K

TypeSH

Market value$3.09M

0.06%

Sole

0.00

Shared

0.00

None

32.34K

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares12.47K

TypeSH

Market value$1.76M

0.03%

Sole

0.00

Shared

0.00

None

12.47K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	39.79M	SH	$2.15B 40.58%	39.79M
ISHARES INCSOLE	CORE MSCI EMKT	16.23M	SH	$1.13B 21.37%	16.23M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	6.85M	SH	$438.83M 8.28%	6.85M
ISHARES TRSOLE	3 7 YR TREAS BD	2.26M	SH	$268.50M 5.07%	2.26M
ISHARES INCSOLE	ESG AWR MSCI EM	5.18M	SH	$235.61M 4.45%	5.18M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	335.26K	SH	$200.33M 3.78%	335.26K
VANGUARD INSTL INDEX FDSOLE	0-3 MO TREAS BIL	2.65M	SH	$200.28M 3.78%	2.65M
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	2.01M	SH	$157.40M 2.97%	2.01M
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	658.55K	SH	$96.01M 1.81%	658.55K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	1.19M	SH	$69.64M 1.31%	1.19M
VANGUARD INDEX FDSSOLE	SMALL CP ETF	264.22K	SH	$69.20M 1.31%	264.22K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	861.17K	SH	$66.47M 1.25%	861.17K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	250.17K	SH	$54.35M 1.03%	250.17K
ISHARES TRSOLE	MSCI EAFE ETF	491.18K	SH	$47.71M 0.90%	491.18K
ISHARES TRSOLE	SHRT NAT MUN ETF	418.59K	SH	$44.58M 0.84%	418.59K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	787K	SH	$24.15M 0.46%	787K
ISHARES TRSOLE	MSCI EMG MKT ETF	412.14K	SH	$23.41M 0.44%	412.14K
ISHARES TRSOLE	NATIONAL MUN ETF	65.92K	SH	$7.00M 0.13%	65.92K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	82.53K	SH	$4.91M 0.09%	82.53K
ISHARES BITCOIN TRUST ETFSOLE	SHS BEN INT	80.97K	SH	$3.11M 0.06%	80.97K
ISHARES TRSOLE	ESG AW MSCI EAFE	32.34K	SH	$3.09M 0.06%	32.34K
ISHARES TRSOLE	ESG AWR MSCI USA	12.47K	SH	$1.76M 0.03%	12.47K