WIT, LLC Diversified Active

CIK: 0001840025 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $4,414,679 (100.0% shares, 0.0% debt)

Holdings (18)

VWO VANGUARD INTL EQUITY INDEX FUND 47.1%

Value ($000) $2,080,650 Shares 38,402,552 Est. Cost $55.74 Unrealized —

IEMG ISHARES INC 24.7%

Value ($000) $1,088,845 Shares 16,517,680 Est. Cost $86.21 Unrealized —

IEI ISHARES TR 5.5%

Value ($000) $242,569 Shares 2,029,697 Est. Cost $62.94 Unrealized —

VEA VANGUARD TAX-MANAGED INTL FD 5.4%

Value ($000) $237,547 Shares 3,964,405 Est. Cost $58.38 Unrealized —

ESGE ISHARES INC 4.5%

Value ($000) $199,220 Shares 4,588,201 Est. Cost $50.12 Unrealized —

VSS VANGUARD INTL EQUITY INDEX F 2.1%

Value ($000) $93,876 Shares 658,548 Est. Cost $120.58 Unrealized —

BSV VANGUARD BD INDEX FDS 2.0%

Value ($000) $88,550 Shares 1,122,162 Est. Cost $103.84 Unrealized —

VB VANGUARD INDEX FDS 1.5%

Value ($000) $66,254 Shares 260,555 Est. Cost $169.65 Unrealized —

BIV VANGUARD BD INDEX FDS 1.4%

Value ($000) $61,213 Shares 783,879 Est. Cost $141.58 Unrealized —

VOO VANGUARD INDEX FDS 1.3%

Value ($000) $57,243 Shares 93,476 Est. Cost $993.20 Unrealized —

VBR VANGUARD INDEX FDS 1.2%

Value ($000) $52,212 Shares 250,167 Est. Cost $195.01 Unrealized —

EFA ISHARES TR 1.0%

Value ($000) $45,861 Shares 491,177 Est. Cost $104.27 Unrealized —

SUB ISHARES TR 1.0%

Value ($000) $44,697 Shares 418,588 Est. Cost $106.34 Unrealized —

EEM ISHARES TR 0.5%

Value ($000) $22,008 Shares 412,144 Est. Cost $41.83 Unrealized —

SCHD SCHWAB STRATEGIC TR 0.5%

Value ($000) $21,485 Shares 786,995 Est. Cost $26.50 Unrealized —

MUB ISHARES TR 0.1%

Value ($000) $6,600 Shares 61,978 Est. Cost $416.16 Unrealized —

VGIT VANGUARD SCOTTSDALE FDS 0.1%

Value ($000) $4,955 Shares 82,534 Est. Cost $115.09 Unrealized —

CRWD CROWDSTRIKE HLDGS INC 0.0%

Value ($000) $893 Shares 1,821 Est. Cost $433.57 Unrealized +4.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VWO	VANGUARD INTL EQUITY INDEX FUND	38,402,552	$2,080,650	47.1%	$55.74	—	FTSE EMR MKT ETF	922042858
IEMG	ISHARES INC	16,517,680	$1,088,845	24.7%	$86.21	—	CORE MSCI EMKT	46434G103
IEI	ISHARES TR	2,029,697	$242,569	5.5%	$62.94	—	3 7 YR TREAS BD	464288661
VEA	VANGUARD TAX-MANAGED INTL FD	3,964,405	$237,547	5.4%	$58.38	—	FTSE DEV MKT ETF	921943858
ESGE	ISHARES INC	4,588,201	$199,220	4.5%	$50.12	—	ESG AWR MSCI EM	46434G863
VSS	VANGUARD INTL EQUITY INDEX F	658,548	$93,876	2.1%	$120.58	—	FTSE SMCAP ETF	922042718
BSV	VANGUARD BD INDEX FDS	1,122,162	$88,550	2.0%	$103.84	—	SHORT TERM BOND	921937827
VB	VANGUARD INDEX FDS	260,555	$66,254	1.5%	$169.65	—	SMALL CP ETF	922908751
BIV	VANGUARD BD INDEX FDS	783,879	$61,213	1.4%	$141.58	—	INTERMED TERM	921937819
VOO	VANGUARD INDEX FDS	93,476	$57,243	1.3%	$993.20	—	S&P 500 ETF SHS	922908363
VBR	VANGUARD INDEX FDS	250,167	$52,212	1.2%	$195.01	—	SM CP VAL ETF	922908611
EFA	ISHARES TR	491,177	$45,861	1.0%	$104.27	—	MSCI EAFE ETF	464287465
SUB	ISHARES TR	418,588	$44,697	1.0%	$106.34	—	SHRT NAT MUN ETF	464288158
EEM	ISHARES TR	412,144	$22,008	0.5%	$41.83	—	MSCI EMG MKT ETF	464287234
SCHD	SCHWAB STRATEGIC TR	786,995	$21,485	0.5%	$26.50	—	US DIVIDEND EQ	808524797
MUB	ISHARES TR	61,978	$6,600	0.1%	$416.16	—	NATIONAL MUN ETF	464288414
VGIT	VANGUARD SCOTTSDALE FDS	82,534	$4,955	0.1%	$115.09	—	INTER TERM TREAS	92206C706
CRWD	CROWDSTRIKE HLDGS INC	1,821	$893	0.0%	$433.57	+4.9%	CL A	22788C105