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| Name: |
WIT LLC |
| City: |
District Of Columbia |
| State: |
DC |
| Zip: |
20006 |
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data |
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| Holdings
Found :
21 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VWO |
Vanguard Emerging Markets S... |
1 |
- |
$44.40 |
$1,363,963,000 |
32,654 |
41.52% |
192,996,000 |
4,163 |
0 |
Closed - End Fund - E... |
|
|
IEMG |
Ishares Core Msci Emerging ... |
2 |
- |
$54.25 |
$944,417,000 |
18,303 |
28.75% |
292,673,000 |
5,418 |
0 |
N/A |
|
|
VEA |
Vanguard Europe Pacific ETF |
3 |
- |
$49.56 |
$236,081,000 |
4,706 |
7.19% |
-3,014,000 |
-286 |
0 |
Closed - End Fund - F... |
|
|
SUB |
iShares S&P S/T Natnl AMT-F... |
4 |
- |
$104.30 |
$193,260,000 |
1,845 |
5.88% |
-11,348,000 |
-96 |
0.002 |
Closed - End Fund - Debt |
|
|
VOO |
Vanguard S&P 500 Etf |
5 |
New |
$487.06 |
$124,665,000 |
259 |
3.8% |
124,665,000 |
259 |
0 |
Closed - End Fund - E... |
|
|
IEI |
iShares Barclays 3-7 Year T... |
6 |
New |
$114.73 |
$101,876,000 |
880 |
3.1% |
101,876,000 |
880 |
0.001 |
Closed - End Fund - E... |
|
|
BSV |
Vanguard Short-Term Bond |
7 |
- |
$76.35 |
$85,674,000 |
1,117 |
2.61% |
-29,564,000 |
-379 |
0 |
Closed - End Fund - E... |
|
|
ESGE |
IShares MSCI EM ESG ETF |
8 |
- |
$33.88 |
$60,384,000 |
1,874 |
1.84% |
31,867,000 |
985 |
0.001 |
N/A |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
9 |
- |
$80.80 |
$56,774,000 |
711 |
1.73% |
3,206,000 |
0 |
0 |
Closed - End Fund - E... |
|
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VB |
Vanguard Small Cap VIPERS |
10 |
- |
$223.80 |
$48,016,000 |
210 |
1.46% |
-8,078,000 |
-53 |
0 |
Closed - End Fund - E... |
|
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BIV |
Vanguard Intermediate-Term ... |
11 |
New |
$74.49 |
$43,780,000 |
581 |
1.33% |
43,780,000 |
581 |
0 |
Closed - End Fund - Debt |
|
|
EEM |
iShares MSCI Emrg Mkt Income |
12 |
- |
$43.22 |
$16,931,000 |
412 |
0.52% |
359,000 |
0 |
0 |
Closed - End Fund - E... |
|
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VGIT |
Vanguard Intermediate -Ter |
13 |
- |
$57.89 |
$5,182,000 |
89 |
0.16% |
-68,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
MUB |
iShares S&P National Munici... |
14 |
- |
$106.23 |
$2,198,000 |
20 |
0.07% |
-1,256,000 |
-12 |
0 |
Closed - End Fund - E... |
|
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GERN |
Geron Corporation |
15 |
New |
$3.66 |
$1,524,000 |
462 |
0.05% |
1,524,000 |
462 |
0 |
Drug Manufacturers - ... |
|
|
VTI |
Vanguard Total Stock Market... |
18 |
Closed |
$262.22 |
$0 |
0 |
0% |
-13,643,000 |
-58 |
0 |
Closed - End Fund - E... |
|
|
MDGL |
Madrigal Pharmaceuticals Inc |
20 |
Closed |
$235.06 |
$0 |
0 |
0% |
-8,156,000 |
-35 |
0 |
Diagnostic Substances |
|
|
PATH |
Uipath, Inc. |
19 |
Closed |
$19.59 |
$0 |
0 |
0% |
-338,000 |
-14 |
0 |
N/A |
|
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
17 |
Closed |
$0.00 |
$0 |
0 |
0% |
-2,395,000 |
-26 |
0 |
Closed - End Fund - E... |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
21 |
Closed |
$345.42 |
$0 |
0 |
0% |
-551,000 |
-2 |
0 |
N/A |
|
|
VGSH |
Vanguard Scottsdale Funds |
16 |
Closed |
$57.81 |
$0 |
0 |
0% |
-27,237,000 |
-467 |
0 |
Closed - End Fund - Debt |
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