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Name: |
WIT LLC |
City: |
District Of Columbia |
State: |
DC |
Zip: |
20006 |
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Holdings
Found :
17 |
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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 |
- |
$42.32 |
$1,170,967,000 |
28,491 |
45.08% |
184,492,000 |
3,332 |
0 |
Closed - End Fund - E... |
|
IEMG |
Ishares Core Msci Emerging ... |
2 |
- |
$51.80 |
$651,744,000 |
12,885 |
25.09% |
-95,801,000 |
-2,823 |
0 |
N/A |
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VEA |
Vanguard Europe Pacific ETF |
3 |
- |
$48.88 |
$239,095,000 |
4,992 |
9.21% |
49,531,000 |
656 |
0 |
Closed - End Fund - F... |
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SUB |
iShares S&P S/T Natnl AMT-F... |
4 |
- |
$104.41 |
$204,608,000 |
1,941 |
7.88% |
-24,980,000 |
-291 |
0.002 |
Closed - End Fund - Debt |
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BSV |
Vanguard Short-Term Bond |
5 |
- |
$75.94 |
$115,238,000 |
1,496 |
4.44% |
2,768,000 |
0 |
0 |
Closed - End Fund - E... |
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VB |
Vanguard Small Cap VIPERS |
6 |
- |
$216.56 |
$56,094,000 |
263 |
2.16% |
-64,592,000 |
-375 |
0 |
Closed - End Fund - E... |
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EFA |
iShares TR MSCI EAFE Indx FD |
7 |
- |
$77.96 |
$53,568,000 |
711 |
2.06% |
-10,952,000 |
-225 |
0 |
Closed - End Fund - E... |
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ESGE |
IShares MSCI EM ESG ETF |
8 |
- |
$32.27 |
$28,517,000 |
889 |
1.1% |
1,583,000 |
0 |
0.001 |
N/A |
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VGSH |
Vanguard Scottsdale Funds |
9 |
- |
$57.69 |
$27,237,000 |
467 |
1.05% |
-902,438,000 |
-15,673 |
0 |
Closed - End Fund - Debt |
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EEM |
iShares MSCI Emrg Mkt Income |
10 |
- |
$41.17 |
$16,572,000 |
412 |
0.64% |
931,000 |
0 |
0 |
Closed - End Fund - E... |
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VTI |
Vanguard Total Stock Market... |
11 |
- |
$251.78 |
$13,643,000 |
58 |
0.53% |
982,000 |
-2 |
0 |
Closed - End Fund - E... |
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MDGL |
Madrigal Pharmaceuticals Inc |
12 |
New |
$193.33 |
$8,156,000 |
35 |
0.31% |
8,156,000 |
35 |
0 |
Diagnostic Substances |
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VGIT |
Vanguard Intermediate -Ter |
13 |
- |
$57.22 |
$5,250,000 |
89 |
0.2% |
192,000 |
0 |
0 |
Closed - End Fund - Debt |
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MUB |
iShares S&P National Munici... |
14 |
New |
$106.12 |
$3,454,000 |
32 |
0.13% |
3,454,000 |
32 |
0 |
Closed - End Fund - E... |
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BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
15 |
- |
$0.00 |
$2,395,000 |
26 |
0.09% |
-4,220,000 |
-46 |
0 |
Closed - End Fund - E... |
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CRWD |
Crowdstrike Holdings, Inc. |
16 |
New |
$304.07 |
$551,000 |
2 |
0.02% |
551,000 |
2 |
0 |
N/A |
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PATH |
Uipath, Inc. |
17 |
- |
$19.46 |
$338,000 |
14 |
0.01% |
-4,094,000 |
-29 |
0 |
N/A |
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