Wit, LLC Portfolio Holdings

Wit, LLC

$3.6 Million
Q3 2024

Wit, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.6 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Emerging Mkts Et with a value of $1.61M, Ishares Inc with a value of $1.03M, Vanguard Small Cap ETF with a value of $220K, Vanguard Ftse Developed Market with a value of $212K, and Ishares Barclays 3 7 Yr Treas with a value of $210K.

Examining the 13F form we can see an increase of $285K in the current position value, from $3.31M to 3.6M.

Wit, LLC is based out at District Of Columbia, DC

Below you can find more details about Wit, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.6 Million

ETFs: $3.6 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$1.61 Million 44.7% of portfolio	33,608	Q3 2024 Added 1.07%
IEMG Ishares Inc ETFs	$0	$1.03 Million 28.69% of portfolio	19,254	Q3 2024 Added 5.65%
VB Vanguard Small Cap ETF ETFs	$0	$220,000 6.12% of portfolio	929	Q3 2024 Added 342.38%
VEA Vanguard Ftse Developed Market ETFs	$0	$212,000 5.89% of portfolio	4,021	Q3 2024 Reduced 14.06%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$210,000 5.84% of portfolio	1,757	Q3 2024 Added 90.36%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$69,000 1.92% of portfolio	877	Q3 2024 Reduced 4.88%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$63,000 1.75% of portfolio	759	Q3 2024 Added 6.75%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$55,000 1.53% of portfolio	711	Q3 2024 Added 22.38%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$46,000 1.28% of portfolio	88	Q3 2024 Reduced 66.02%
MUB Ishares National Muni Bond ETF ETFs	$0	$31,000 0.86% of portfolio	293	Q3 2024 Added 713.89%
ESGE Ishares, Inc. Ishares Esg Awar ETFs	$0	$28,000 0.78% of portfolio	784	Q3 2024 Reduced 54.63%
EEM Ishares Msci Emerging Markets ETFs	$0	$18,000 0.5% of portfolio	412	Q3 2023 Reduced 50.78%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$5,000 0.14% of portfolio	89	Q3 2023 New

Summary

Portfolio
No. of Stocks 14
Current Value $3.6 Million
Prior Value $3.31 Million
Filing
Period Q3 2024
Filing Date November 14, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 0 stocks
Additional Purchases 7 stocks
Sold out of 0 stocks
Reduced holdings in 4 stocks

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