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WIT, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $6,261,278,653
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF · 922042858 · shares: $2,306,274,106
- ISHARES INC · CORE MSCI EMKT · 46434G103 · shares: $1,404,208,165
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $479,305,590
- VANGUARD INSTL INDEX FD · 0 3 MO TR BI ETF · 922040845 · shares: $414,970,090
- VANGUARD SCOTTSDALE FDS · INTER TERM TREAS · 92206C706 · shares: $289,140,957
- ISHARES INC · ESG AWR MSCI EM · 46434G863 · shares: $247,139,243
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $226,924,084
- VANGUARD BD INDEX FDS · SHORT TRM BOND · 921937827 · shares: $154,399,155
- VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS · 92206C102 · shares: $141,145,418
- VANGUARD INTL EQUITY INDEX F · FTSE SMCAP ETF · 922042718 · shares: $111,082,783
Reported holdings
24 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 38,637,529 shares | $2,306,274,106 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 16,950,847 shares | $1,404,208,165 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 6,727,096 shares | $479,305,590 |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | 922040845 | — | 5,483,220 shares | $414,970,090 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 4,902,356 shares | $289,140,957 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 4,518,911 shares | $247,139,243 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 330,403 shares | $226,924,084 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 1,981,763 shares | $154,399,155 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 2,425,179 shares | $141,145,418 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 719,961 shares | $111,082,783 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 | — | 661,074 shares | $77,643,141 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 861,173 shares | $66,051,969 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 213,076 shares | $64,584,869 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | — | 242,389 shares | $58,898,103 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 357,908 shares | $53,081,335 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 491,177 shares | $51,023,467 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 418,588 shares | $44,567,064 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 412,144 shares | $28,194,771 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 786,995 shares | $24,955,611 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 76,599 shares | $8,243,584 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 32,336 shares | $3,324,464 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 80,970 shares | $2,695,491 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 12,474 shares | $2,041,620 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,813 shares | $1,383,573 |