WIT, LLC Diversified Active

Location: District Of Columbia, DC

CIK: 0001840025 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $4.989B (100.0% shares, 0.0% debt)

Holdings (20)

VWO VANGUARD INTL EQUITY INDEX FUND 44.3%

Value $2.208B Shares 41,074,353 Est. Cost $52.28 Unrealized —

IEMG ISHARES INC 22.0%

Value $1.099B Shares 16,350,665 Est. Cost $86.21 Unrealized —

VEA VANGUARD TAX-MANAGED INTL FD 9.4%

Value $468M Shares 7,490,656 Est. Cost $56.98 Unrealized —

IEI ISHARES TR 5.0%

Value $249M Shares 2,089,070 Est. Cost $64.54 Unrealized —

VOO VANGUARD INDEX FDS 4.8%

Value $240M Shares 382,779 Est. Cost $716.53 Unrealized —

ESGE ISHARES INC 4.1%

Value $203M Shares 4,601,324 Est. Cost $50.12 Unrealized —

VSS VANGUARD INTL EQUITY INDEX F 1.9%

Value $94.39M Shares 658,548 Est. Cost $120.58 Unrealized —

BSV VANGUARD BD INDEX FDS 1.8%

Value $88.44M Shares 1,122,162 Est. Cost $103.84 Unrealized —

VB VANGUARD INDEX FDS 1.4%

Value $68.19M Shares 264,352 Est. Cost $170.92 Unrealized —

BIV VANGUARD BD INDEX FDS 1.2%

Value $61.05M Shares 783,879 Est. Cost $141.58 Unrealized —

VBR VANGUARD INDEX FDS 1.1%

Value $52.98M Shares 250,167 Est. Cost $195.01 Unrealized —

EFA ISHARES TR 0.9%

Value $47.17M Shares 491,177 Est. Cost $104.27 Unrealized —

SUB ISHARES TR 0.9%

Value $44.66M Shares 418,588 Est. Cost $106.34 Unrealized —

EEM ISHARES TR 0.5%

Value $22.55M Shares 412,144 Est. Cost $41.83 Unrealized —

SCHD SCHWAB STRATEGIC TR 0.4%

Value $21.59M Shares 786,995 Est. Cost $26.50 Unrealized —

MUB ISHARES TR 0.1%

Value $6.638M Shares 61,978 Est. Cost $408.97 Unrealized —

VGIT VANGUARD SCOTTSDALE FDS 0.1%

Value $4.946M Shares 82,534 Est. Cost $115.09 Unrealized —

IBIT ISHARES BITCOIN TRUST ETF 0.1%

Value $4.02M Shares 80,970 Est. Cost $49.65 Unrealized —

ESGD ISHARES TR 0.1%

Value $3.075M Shares 32,336 Est. Cost $95.09 Unrealized —

ESGU ISHARES TR 0.0%

Value $1.858M Shares 12,474 Est. Cost $148.98 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VWO	VANGUARD INTL EQUITY INDEX FUND	41,074,353	$2.208B	44.3%	$52.28	—	FTSE EMR MKT ETF	922042858
IEMG	ISHARES INC	16,350,665	$1.099B	22.0%	$86.21	—	CORE MSCI EMKT	46434G103
VEA	VANGUARD TAX-MANAGED INTL FD	7,490,656	$468M	9.4%	$56.98	—	FTSE DEV MKT ETF	921943858
IEI	ISHARES TR	2,089,070	$249M	5.0%	$64.54	—	3 7 YR TREAS BD	464288661
VOO	VANGUARD INDEX FDS	382,779	$240M	4.8%	$716.53	—	S&P 500 ETF SHS	922908363
ESGE	ISHARES INC	4,601,324	$203M	4.1%	$50.12	—	ESG AWR MSCI EM	46434G863
VSS	VANGUARD INTL EQUITY INDEX F	658,548	$94.39M	1.9%	$120.58	—	FTSE SMCAP ETF	922042718
BSV	VANGUARD BD INDEX FDS	1,122,162	$88.44M	1.8%	$103.84	—	SHORT TERM BOND	921937827
VB	VANGUARD INDEX FDS	264,352	$68.19M	1.4%	$170.92	—	SMALL CP ETF	922908751
BIV	VANGUARD BD INDEX FDS	783,879	$61.05M	1.2%	$141.58	—	INTERMED TERM	921937819
VBR	VANGUARD INDEX FDS	250,167	$52.98M	1.1%	$195.01	—	SM CP VAL ETF	922908611
EFA	ISHARES TR	491,177	$47.17M	0.9%	$104.27	—	MSCI EAFE ETF	464287465
SUB	ISHARES TR	418,588	$44.66M	0.9%	$106.34	—	SHRT NAT MUN ETF	464288158
EEM	ISHARES TR	412,144	$22.55M	0.5%	$41.83	—	MSCI EMG MKT ETF	464287234
SCHD	SCHWAB STRATEGIC TR	786,995	$21.59M	0.4%	$26.50	—	US DIVIDEND EQ	808524797
MUB	ISHARES TR	61,978	$6.638M	0.1%	$408.97	—	NATIONAL MUN ETF	464288414
VGIT	VANGUARD SCOTTSDALE FDS	82,534	$4.946M	0.1%	$115.09	—	INTER TERM TREAS	92206C706
IBIT	ISHARES BITCOIN TRUST ETF	80,970	$4.02M	0.1%	$49.65	—	SHS BEN INT	46438F101
ESGD	ISHARES TR	32,336	$3.075M	0.1%	$95.09	—	ESG AW MSCI EAFE	46435G516
ESGU	ISHARES TR	12,474	$1.858M	0.0%	$148.98	—	ESG AWR MSCI USA	46435G425