Wit, LLC — Inside Their 13F Portfolio

CIK: 0001840025

ContrarianConcentrated strategyQuality / disciplined sizing

Total reported value

$5.3B

Reporting period: 2026-03-31 · Number of holdings: 22

WIT, LLC disclosed 22 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $5.3B and a quarterly turnover rate of 11.0%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "W"

Personality snowflake

Concentration: 90.65
Portfolio Stability: 10.98
Momentum/Contrarian: 0
Sector conviction: 0
Diversification: 44
Sizing Uniformity: 79.57

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Trim VWO
-3.1%　-$57.6M
Add BSV
+78.9%　$69.0M
Trim VEA
-8.6%　-$29.1M
Trim VOO
-12.4%　-$39.7M
Trim IEMG
-0.7%　$33.2M
Add ESGE
+12.6%　$32.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	40.58%	-3.68%	-3.13%
2	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	21.37%	-0.66%	-0.71%
3	VEA	Vanguard Ftse Developed ETF	ETF-Other	8.28%	-1.10%	-8.58%
4	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	5.07%	+0.07%	+8.37%
5	ESGE	Ishares INC Ishares Esg Awar	ETF-Other	4.45%	+0.38%	+12.61%
6	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	3.78%	-1.03%	-12.41%
7	VBIL	Vanguard 0-3m T-bill ETF	ETF-Other	3.78%	+3.78%	NEW
8	BSV	Vanguard Short-term Bond ETF	ETF-Other	2.97%	+1.20%	+78.89%
9	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.81%	-0.08%	—
10	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	1.31%	+1.31%	NEW
11	VB	Vanguard Small-cap ETF	ETF-Other	1.31%	-0.06%	-0.05%
12	BIV	Vanguard Intermediate-term B	ETF-Other	1.25%	+0.03%	+9.86%
13	VBR	Vanguard Small-cap Value ETF	ETF-Other	1.03%	-0.03%	—
14	EFA	Ishares Msci Eafe ETF	ETF-Other	0.90%	-0.05%	—
15	SUB	Ishares Short-term National	ETF-Other	0.84%	-0.06%	—
16	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.46%	+0.03%	—
17	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.44%	-0.01%	—
18	MUB	Ishares National Muni Bond E	ETF-Other	0.13%	—	+6.36%
19	VGIT	Vanguard Intermediate-term T	ETF-Other	0.09%	-0.01%	—
20	IBIT	Ishares Bitcoin Trust ETF	ETF-Crypto	0.06%	-0.02%	—
21	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	0.06%	—	—
22	ESGU	Ishares Esg Aware Msci USA	ETF-Other	0.03%	-0.01%	—

Portfolio Performance

Performance for Q3 2026

-0.4%

Performance Last 4 Quarters

+21.7%

Stdev: +10.9%
Beta: +0.59
Alpha: +2.8%
Max Drawdown: -7%
Annualized Perf: +14%
Batting Avg vs S&P: +41.7%
Sortino: +2.38
Stutzer: +0.37
Treynor: +0.23
Sterling: +0.9
Calmar: +1.99
Information Ratio: -0.51
Tracking Error: +9.3%
Stdev Down: +5.8%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +33.7%
Worst 12 Months: +7.8%
Efficiency Ratio: +0.5
Sharpe: +1.26
Stdev Sectors: —
Skewness: -0.11
Kurtosis: +0.31
Upside Potential: +3.95

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	22	$5.3B	11	1VWO 2IEMG 3VEA Top holdings2026-03-31 1.VWO 2.IEMG 3.VEA 4.IEI 5.ESGE 6.VOO 7.VBIL 8.BSV 9.VSS 10.VGSH
2025-12-31	20	$5.0B	12	1VWO 2IEMG 3VEA Top holdings2025-12-31 1.VWO 2.IEMG 3.VEA 4.IEI 5.VOO 6.ESGE 7.VSS 8.BSV 9.VB 10.BIV
2025-09-30	18	$4.4B	34	1VWO 2IEMG 3IEI Top holdings2025-09-30 1.VWO 2.IEMG 3.IEI 4.VEA 5.ESGE 6.VSS 7.BSV 8.VB 9.BIV 10.VOO
2025-06-30	18	$4.0B	0	1VWO 2IEMG 3IEI Top holdings2025-06-30 1.VWO 2.IEMG 3.IEI 4.VEA 5.ESGE 6.VSS 7.EFA 8.BSV 9.BIV 10.VB
2025-03-31	15	$3.5B	100	1VWO 2IEMG 3VB Top holdings2025-03-31 1.VWO 2.IEMG 3.VB 4.VEA 5.IEI 6.BIV 7.BSV 8.MUB 9.ESGE 10.VSS
2024-12-31	14	$3.1B	0	1VWO 2IEMG 3VEA Top holdings2024-12-31 1.VWO 2.IEMG 3.VEA 4.VB 5.BSV 6.MUB 7.IEI 8.ESGE 9.BIV 10.VOO
2024-09-30	14	$3.5M	0	1VWO 2IEMG 3VEA Top holdings2024-09-30 1.VWO 2.IEMG 3.VEA 4.VB 5.EFA 6.BSV 7.IEI 8.MUB 9.ESGE 10.BIV
2024-06-30	14	$3.3M	0	1VWO 2IEMG 3VEA Top holdings2024-06-30 1.VWO 2.IEMG 3.VEA 4.VOO 5.SUB 6.IEI 7.BSV 8.ESGE 9.EFA 10.VB
2024-03-31	15	$3.3M	0	1VWO 2IEMG 3VEA Top holdings2024-03-31 1.VWO 2.IEMG 3.VEA 4.SUB 5.VOO 6.IEI 7.BSV 8.ESGE 9.EFA 10.VB
2023-12-31	17	$2.6M	0	1VWO 2IEMG 3VEA Top holdings2023-12-31 1.VWO 2.IEMG 3.VEA 4.SUB 5.BSV 6.VB 7.EFA 8.ESGE 9.VGSH 10.EEM
2023-09-30	14	$3.5M	0	1VWO 2VGSH 3IEMG Top holdings2023-09-30 1.VWO 2.VGSH 3.IEMG 4.SUB 5.VEA 6.VB 7.BSV 8.EFA 9.ESGE 10.EEM
2023-06-30	14	$3.9M	0	1VWO 2VGSH 3IEMG Top holdings2023-06-30 1.VWO 2.VGSH 3.IEMG 4.SUB 5.VEA 6.VB 7.BSV 8.EFA 9.EEM 10.ESGE
2023-03-31	12	$3.9M	0	1VWO 2VGSH 3IEMG Top holdings2023-03-31 1.VWO 2.VGSH 3.IEMG 4.SUB 5.VEA 6.BSV 7.VB 8.EFA 9.EEM 10.ESGE
2022-12-31	11	$3.6M	0	1VWO 2VGSH 3IEMG Top holdings2022-12-31 1.VWO 2.VGSH 3.IEMG 4.SUB 5.VEA 6.EEM 7.EFA 8.BSV 9.VB 10.ESGE
2022-09-30	13	$3.5M	0	1VWO 2VGSH 3IEMG Top holdings2022-09-30 1.VWO 2.VGSH 3.IEMG 4.SUB 5.VEA 6.EEM 7.EFA 8.BSV 9.VB 10.ESGE
2022-06-30	11	$4.0M	0	1VWO 2VGSH 3IEMG Top holdings2022-06-30 1.VWO 2.VGSH 3.IEMG 4.SUB 5.EEM 6.VEA 7.VB 8.EFA 9.BSV 10.ESGE
2022-03-31	17	$5.1M	0	1VWO 2VGSH 3SUB Top holdings2022-03-31 1.VWO 2.VGSH 3.SUB 4.IEMG 5.EWJ 6.EEM 7.VEA 8.BSV 9.VB 10.EFA
2021-12-31	12	$4.5B	0	1VWO 2VGSH 3IEMG Top holdings2021-12-31 1.VWO 2.VGSH 3.IEMG 4.VEA 5.EEM 6.VB 7.BSV 8.EFA 9.SUB 10.ESGE
2021-09-30	13	$5.0B	0	1VWO 2VGSH 3IEMG Top holdings2021-09-30 1.VWO 2.VGSH 3.IEMG 4.BSV 5.EEM 6.VEA 7.VB 8.EFA 9.SUB 10.ESGE
2021-06-30	16	$5.0B	95	1VWO 2VGSH 3IEMG Top holdings2021-06-30 1.VWO 2.VGSH 3.IEMG 4.BSV 5.EEM 6.VEA 7.EFA 8.VB 9.SUB 10.ESGE
2021-03-31	12	$4.5B	26	1VWO 2VGSH 3IEMG Top holdings2021-03-31 1.VWO 2.VGSH 3.IEMG 4.BSV 5.EEM 6.VEA 7.VB 8.EFA 9.VO 10.SUB
2020-12-31	11	$3.8B	0	1VWO 2VGSH 3BSV Top holdings2020-12-31 1.VWO 2.VGSH 3.BSV 4.EEM 5.VEA 6.EFA 7.VB 8.VO 9.UBER 10.INTU

Holding changes this quarter

Wit, LLC's most significant position changes for 2026-03-31: New buy: Vanguard 0-3m T-bill ETF (VBIL); New buy: Vanguard Short-term Treasury (VGSH); Trim: Vanguard Ftse Emerging Marke (VWO) — shares -3.13%; Add: Vanguard Short-term Bond ETF (BSV) — shares +78.89%; Trim: Vanguard Ftse Developed ETF (VEA) — shares -8.58%.

Position changes disclosed by Wit, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BSV	Vanguard Short-term Bond ETF	+1.2%	+78.89%	Add
2	ESGE	Ishares INC Ishares Esg Awar	+0.4%	+12.61%	Add
3	IEI	Ishares 3-7 Year Treasury Bo	+0.1%	+8.37%	Add
4	BIV	Vanguard Intermediate-term B	0%	+9.86%	Add
5	SCHD	Schwab US Dvd Equity ETF	0%	—	Unchanged
6	MUB	Ishares National Muni Bond E	—	+6.36%	Add
7	ESGD	Ishares Trust Ishares Esg Aw	—	—	Unchanged
8	EEM	Ishares Msci Emerging Market	0%	—	Unchanged
9	ESGU	Ishares Esg Aware Msci USA	0%	—	Unchanged
10	VGIT	Vanguard Intermediate-term T	0%	—	Unchanged
11	IBIT	Ishares Bitcoin Trust ETF	0%	—	Unchanged
12	VBR	Vanguard Small-cap Value ETF	0%	—	Unchanged
13	EFA	Ishares Msci Eafe ETF	-0.1%	—	Unchanged
14	VB	Vanguard Small-cap ETF	-0.1%	-0.05%	Trim
15	SUB	Ishares Short-term National	-0.1%	—	Unchanged
16	VSS	Vanguard Ftse All Wo X-us Sc	-0.1%	—	Unchanged
17	IEMG	Ishares Core Msci Emerging	-0.7%	-0.71%	Trim
18	VOO	Vanguard S&p 500 ETF	-1%	-12.41%	Trim
19	VEA	Vanguard Ftse Developed ETF	-1.1%	-8.58%	Trim
20	VWO	Vanguard Ftse Emerging Marke	-3.7%	-3.13%	Trim
21	VBIL	Vanguard 0-3m T-bill ETF	—	NEW	New buy
22	VGSH	Vanguard Short-term Treasury	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-15	13F-HR	View on EDGAR
2025-12-31	2026-02-17	13F-HR	View on EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-15	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR
2024-12-31	2025-02-14	Amendment	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-11	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-13	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-13	13F-HR	View on EDGAR
2021-03-31	2021-05-14	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR

FAQ

What is Wit, LLC and what type of investor is it?

Wit, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $5.3B, spread across 22 disclosed positions.

What are Wit, LLC's largest equity positions?

Based on the latest 13F filing, Wit, LLC's top holdings by market value are: 1. Vanguard Ftse Emerging Marke (VWO) — $2.2B (40.6%) 2. Ishares Core Msci Emerging (IEMG) — $1.1B (21.4%) 3. Vanguard Ftse Developed ETF (VEA) — $438.8M (8.3%) 4. Ishares 3-7 Year Treasury Bo (IEI) — $268.5M (5.1%) 5. Ishares INC Ishares Esg Awar (ESGE) — $235.6M (4.5%)

What changes did Wit, LLC make in its most recent portfolio filing?

In the latest reported quarter, Wit, LLC made 12 notable position adjustments: 2 new positions were initiated, 5 existing holdings were added to, 5 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Vanguard 0-3m T-bill ETF (VBIL); New buy: Vanguard Short-term Treasury (VGSH); Trim: Vanguard Ftse Emerging Marke (VWO) — shares -3.13%; Add: Vanguard Short-term Bond ETF (BSV) — shares +78.89%; Trim: Vanguard Ftse Developed ETF (VEA) — shares -8.58%

What sectors does Wit, LLC focus on?

Sector breakdown data is not yet available for Wit, LLC. Check back after the next 13F processing cycle.

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Wit, LLC — Inside Their 13F Portfolio

CIK: 0001840025

ContrarianConcentrated strategyQuality / disciplined sizing

Total reported value

$5.3B

Reporting period: 2026-03-31 · Number of holdings: 22

WIT, LLC disclosed 22 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $5.3B and a quarterly turnover rate of 11.0%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "W"

Personality snowflake

Concentration: 90.65
Portfolio Stability: 10.98
Momentum/Contrarian: 0
Sector conviction: 0
Diversification: 44
Sizing Uniformity: 79.57

Recent moves

Trim VWO
-3.1%　-$57.6M
Add BSV
+78.9%　$69.0M
Trim VEA
-8.6%　-$29.1M
Trim VOO
-12.4%　-$39.7M
Trim IEMG
-0.7%　$33.2M
Add ESGE
+12.6%　$32.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	40.58%	-3.68%	-3.13%
2	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	21.37%	-0.66%	-0.71%
3	VEA	Vanguard Ftse Developed ETF	ETF-Other	8.28%	-1.10%	-8.58%
4	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	5.07%	+0.07%	+8.37%
5	ESGE	Ishares INC Ishares Esg Awar	ETF-Other	4.45%	+0.38%	+12.61%
6	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	3.78%	-1.03%	-12.41%
7	VBIL	Vanguard 0-3m T-bill ETF	ETF-Other	3.78%	+3.78%	NEW
8	BSV	Vanguard Short-term Bond ETF	ETF-Other	2.97%	+1.20%	+78.89%
9	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.81%	-0.08%	—
10	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	1.31%	+1.31%	NEW
11	VB	Vanguard Small-cap ETF	ETF-Other	1.31%	-0.06%	-0.05%
12	BIV	Vanguard Intermediate-term B	ETF-Other	1.25%	+0.03%	+9.86%
13	VBR	Vanguard Small-cap Value ETF	ETF-Other	1.03%	-0.03%	—
14	EFA	Ishares Msci Eafe ETF	ETF-Other	0.90%	-0.05%	—
15	SUB	Ishares Short-term National	ETF-Other	0.84%	-0.06%	—
16	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.46%	+0.03%	—
17	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.44%	-0.01%	—
18	MUB	Ishares National Muni Bond E	ETF-Other	0.13%	—	+6.36%
19	VGIT	Vanguard Intermediate-term T	ETF-Other	0.09%	-0.01%	—
20	IBIT	Ishares Bitcoin Trust ETF	ETF-Crypto	0.06%	-0.02%	—
21	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	0.06%	—	—
22	ESGU	Ishares Esg Aware Msci USA	ETF-Other	0.03%	-0.01%	—

Portfolio Performance

Performance for Q3 2026

-0.4%

Performance Last 4 Quarters

+21.7%

Stdev: +10.9%
Beta: +0.59
Alpha: +2.8%
Max Drawdown: -7%
Annualized Perf: +14%
Batting Avg vs S&P: +41.7%
Sortino: +2.38
Stutzer: +0.37
Treynor: +0.23
Sterling: +0.9
Calmar: +1.99
Information Ratio: -0.51
Tracking Error: +9.3%
Stdev Down: +5.8%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +33.7%
Worst 12 Months: +7.8%
Efficiency Ratio: +0.5
Sharpe: +1.26
Stdev Sectors: —
Skewness: -0.11
Kurtosis: +0.31
Upside Potential: +3.95

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	22	$5.3B	11	1VWO 2IEMG 3VEA Top holdings2026-03-31 1.VWO 2.IEMG 3.VEA 4.IEI 5.ESGE 6.VOO 7.VBIL 8.BSV 9.VSS 10.VGSH
2025-12-31	20	$5.0B	12	1VWO 2IEMG 3VEA Top holdings2025-12-31 1.VWO 2.IEMG 3.VEA 4.IEI 5.VOO 6.ESGE 7.VSS 8.BSV 9.VB 10.BIV
2025-09-30	18	$4.4B	34	1VWO 2IEMG 3IEI Top holdings2025-09-30 1.VWO 2.IEMG 3.IEI 4.VEA 5.ESGE 6.VSS 7.BSV 8.VB 9.BIV 10.VOO
2025-06-30	18	$4.0B	0	1VWO 2IEMG 3IEI Top holdings2025-06-30 1.VWO 2.IEMG 3.IEI 4.VEA 5.ESGE 6.VSS 7.EFA 8.BSV 9.BIV 10.VB
2025-03-31	15	$3.5B	100	1VWO 2IEMG 3VB Top holdings2025-03-31 1.VWO 2.IEMG 3.VB 4.VEA 5.IEI 6.BIV 7.BSV 8.MUB 9.ESGE 10.VSS
2024-12-31	14	$3.1B	0	1VWO 2IEMG 3VEA Top holdings2024-12-31 1.VWO 2.IEMG 3.VEA 4.VB 5.BSV 6.MUB 7.IEI 8.ESGE 9.BIV 10.VOO
2024-09-30	14	$3.5M	0	1VWO 2IEMG 3VEA Top holdings2024-09-30 1.VWO 2.IEMG 3.VEA 4.VB 5.EFA 6.BSV 7.IEI 8.MUB 9.ESGE 10.BIV
2024-06-30	14	$3.3M	0	1VWO 2IEMG 3VEA Top holdings2024-06-30 1.VWO 2.IEMG 3.VEA 4.VOO 5.SUB 6.IEI 7.BSV 8.ESGE 9.EFA 10.VB
2024-03-31	15	$3.3M	0	1VWO 2IEMG 3VEA Top holdings2024-03-31 1.VWO 2.IEMG 3.VEA 4.SUB 5.VOO 6.IEI 7.BSV 8.ESGE 9.EFA 10.VB
2023-12-31	17	$2.6M	0	1VWO 2IEMG 3VEA Top holdings2023-12-31 1.VWO 2.IEMG 3.VEA 4.SUB 5.BSV 6.VB 7.EFA 8.ESGE 9.VGSH 10.EEM
2023-09-30	14	$3.5M	0	1VWO 2VGSH 3IEMG Top holdings2023-09-30 1.VWO 2.VGSH 3.IEMG 4.SUB 5.VEA 6.VB 7.BSV 8.EFA 9.ESGE 10.EEM
2023-06-30	14	$3.9M	0	1VWO 2VGSH 3IEMG Top holdings2023-06-30 1.VWO 2.VGSH 3.IEMG 4.SUB 5.VEA 6.VB 7.BSV 8.EFA 9.EEM 10.ESGE
2023-03-31	12	$3.9M	0	1VWO 2VGSH 3IEMG Top holdings2023-03-31 1.VWO 2.VGSH 3.IEMG 4.SUB 5.VEA 6.BSV 7.VB 8.EFA 9.EEM 10.ESGE
2022-12-31	11	$3.6M	0	1VWO 2VGSH 3IEMG Top holdings2022-12-31 1.VWO 2.VGSH 3.IEMG 4.SUB 5.VEA 6.EEM 7.EFA 8.BSV 9.VB 10.ESGE
2022-09-30	13	$3.5M	0	1VWO 2VGSH 3IEMG Top holdings2022-09-30 1.VWO 2.VGSH 3.IEMG 4.SUB 5.VEA 6.EEM 7.EFA 8.BSV 9.VB 10.ESGE
2022-06-30	11	$4.0M	0	1VWO 2VGSH 3IEMG Top holdings2022-06-30 1.VWO 2.VGSH 3.IEMG 4.SUB 5.EEM 6.VEA 7.VB 8.EFA 9.BSV 10.ESGE
2022-03-31	17	$5.1M	0	1VWO 2VGSH 3SUB Top holdings2022-03-31 1.VWO 2.VGSH 3.SUB 4.IEMG 5.EWJ 6.EEM 7.VEA 8.BSV 9.VB 10.EFA
2021-12-31	12	$4.5B	0	1VWO 2VGSH 3IEMG Top holdings2021-12-31 1.VWO 2.VGSH 3.IEMG 4.VEA 5.EEM 6.VB 7.BSV 8.EFA 9.SUB 10.ESGE
2021-09-30	13	$5.0B	0	1VWO 2VGSH 3IEMG Top holdings2021-09-30 1.VWO 2.VGSH 3.IEMG 4.BSV 5.EEM 6.VEA 7.VB 8.EFA 9.SUB 10.ESGE
2021-06-30	16	$5.0B	95	1VWO 2VGSH 3IEMG Top holdings2021-06-30 1.VWO 2.VGSH 3.IEMG 4.BSV 5.EEM 6.VEA 7.EFA 8.VB 9.SUB 10.ESGE
2021-03-31	12	$4.5B	26	1VWO 2VGSH 3IEMG Top holdings2021-03-31 1.VWO 2.VGSH 3.IEMG 4.BSV 5.EEM 6.VEA 7.VB 8.EFA 9.VO 10.SUB
2020-12-31	11	$3.8B	0	1VWO 2VGSH 3BSV Top holdings2020-12-31 1.VWO 2.VGSH 3.BSV 4.EEM 5.VEA 6.EFA 7.VB 8.VO 9.UBER 10.INTU

Holding changes this quarter

Position changes disclosed by Wit, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BSV	Vanguard Short-term Bond ETF	+1.2%	+78.89%	Add
2	ESGE	Ishares INC Ishares Esg Awar	+0.4%	+12.61%	Add
3	IEI	Ishares 3-7 Year Treasury Bo	+0.1%	+8.37%	Add
4	BIV	Vanguard Intermediate-term B	0%	+9.86%	Add
5	SCHD	Schwab US Dvd Equity ETF	0%	—	Unchanged
6	MUB	Ishares National Muni Bond E	—	+6.36%	Add
7	ESGD	Ishares Trust Ishares Esg Aw	—	—	Unchanged
8	EEM	Ishares Msci Emerging Market	0%	—	Unchanged
9	ESGU	Ishares Esg Aware Msci USA	0%	—	Unchanged
10	VGIT	Vanguard Intermediate-term T	0%	—	Unchanged
11	IBIT	Ishares Bitcoin Trust ETF	0%	—	Unchanged
12	VBR	Vanguard Small-cap Value ETF	0%	—	Unchanged
13	EFA	Ishares Msci Eafe ETF	-0.1%	—	Unchanged
14	VB	Vanguard Small-cap ETF	-0.1%	-0.05%	Trim
15	SUB	Ishares Short-term National	-0.1%	—	Unchanged
16	VSS	Vanguard Ftse All Wo X-us Sc	-0.1%	—	Unchanged
17	IEMG	Ishares Core Msci Emerging	-0.7%	-0.71%	Trim
18	VOO	Vanguard S&p 500 ETF	-1%	-12.41%	Trim
19	VEA	Vanguard Ftse Developed ETF	-1.1%	-8.58%	Trim
20	VWO	Vanguard Ftse Emerging Marke	-3.7%	-3.13%	Trim
21	VBIL	Vanguard 0-3m T-bill ETF	—	NEW	New buy
22	VGSH	Vanguard Short-term Treasury	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-15	13F-HR	View on EDGAR
2025-12-31	2026-02-17	13F-HR	View on EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-15	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR
2024-12-31	2025-02-14	Amendment	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-11	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-13	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-13	13F-HR	View on EDGAR
2021-03-31	2021-05-14	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR