WIT, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$4.0T
Holdings
18
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VWOVANGUARD INTL EQUITY INDEX F | 36,463,364 | $1.8T | 44.70% | |
| 2 | IEMGISHARES INC | 16,436,999 | $986.7B | 24.46% | |
| 3 | IEIISHARES TR | 2,471,852 | $294.4B | 7.30% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 3,964,405 | $226.0B | 5.60% | |
| 5 | ESGEISHARES INC | 4,588,201 | $179.7B | 4.45% | |
| 6 | VSSVANGUARD INTL EQUITY INDEX F | 658,548 | $88.5B | 2.19% | |
| 7 | EFAISHARES TR | 783,380 | $70.0B | 1.74% | |
| 8 | BSVVANGUARD BD INDEX FDS | 844,643 | $66.5B | 1.65% | |
| 9 | BIVVANGUARD BD INDEX FDS | 783,879 | $60.6B | 1.50% | |
| 10 | VBVANGUARD INDEX FDS | 244,855 | $58.0B | 1.44% | |
| 11 | VOOVANGUARD INDEX FDS | 93,476 | $53.1B | 1.32% | |
| 12 | VBRVANGUARD INDEX FDS | 250,167 | $48.8B | 1.21% | |
| 13 | SUBISHARES TR | 418,588 | $44.5B | 1.10% | |
| 14 | SCHDSCHWAB STRATEGIC TR | 786,995 | $20.9B | 0.52% | |
| 15 | EEMISHARES TR | 412,144 | $19.9B | 0.49% | |
| 16 | MUBISHARES TR | 62,022 | $6.5B | 0.16% | |
| 17 | VGITVANGUARD SCOTTSDALE FDS | 82,534 | $4.9B | 0.12% | |
| 18 | CRWDCROWDSTRIKE HLDGS INC | 3,776 | $1.9B | 0.05% |