WIT, LLC Diversified Active

Location: District Of Columbia, DC

CIK: 0001840025 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $5.299B (100.0% shares, 0.0% debt)

Holdings (22)

VWO VANGUARD INTL EQUITY INDEX F 40.6%

Value $2.151B Shares 39,788,338 Est. Cost $52.28 Unrealized —

IEMG ISHARES INC 21.4%

Value $1.132B Shares 16,233,759 Est. Cost $86.21 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 8.3%

Value $439M Shares 6,848,135 Est. Cost $56.98 Unrealized —

IEI ISHARES TR 5.1%

Value $269M Shares 2,263,922 Est. Cost $68.72 Unrealized —

ESGE ISHARES INC 4.4%

Value $236M Shares 5,181,755 Est. Cost $49.60 Unrealized —

VOO VANGUARD INDEX FDS 3.8%

Value $200M Shares 335,259 Est. Cost $716.53 Unrealized —

VBIL VANGUARD INSTL INDEX FD 3.8%

Value $200M Shares 2,647,432 Est. Cost $75.65 Unrealized —

BSV VANGUARD BD INDEX FDS 3.0%

Value $157M Shares 2,007,422 Est. Cost $92.63 Unrealized —

VSS VANGUARD INTL EQUITY INDEX F 1.8%

Value $96.01M Shares 658,548 Est. Cost $120.58 Unrealized —

VGSH VANGUARD SCOTTSDALE FDS 1.3%

Value $69.64M Shares 1,189,666 Est. Cost $58.54 Unrealized —

VB VANGUARD INDEX FDS 1.3%

Value $69.2M Shares 264,221 Est. Cost $170.92 Unrealized —

BIV VANGUARD BD INDEX FDS 1.3%

Value $66.47M Shares 861,173 Est. Cost $135.80 Unrealized —

VBR VANGUARD INDEX FDS 1.0%

Value $54.35M Shares 250,167 Est. Cost $195.01 Unrealized —

EFA ISHARES TR 0.9%

Value $47.71M Shares 491,177 Est. Cost $104.27 Unrealized —

SUB ISHARES TR 0.8%

Value $44.58M Shares 418,588 Est. Cost $106.34 Unrealized —

SCHD SCHWAB STRATEGIC TR 0.5%

Value $24.15M Shares 786,995 Est. Cost $26.50 Unrealized —

EEM ISHARES TR 0.4%

Value $23.41M Shares 412,144 Est. Cost $41.83 Unrealized —

MUB ISHARES TR 0.1%

Value $6.998M Shares 65,922 Est. Cost $390.85 Unrealized —

VGIT VANGUARD SCOTTSDALE FDS 0.1%

Value $4.915M Shares 82,534 Est. Cost $115.09 Unrealized —

IBIT ISHARES BITCOIN TRUST ETF 0.1%

Value $3.111M Shares 80,970 Est. Cost $49.65 Unrealized —

ESGD ISHARES TR 0.1%

Value $3.092M Shares 32,336 Est. Cost $95.09 Unrealized —

ESGU ISHARES TR 0.0%

Value $1.764M Shares 12,474 Est. Cost $148.98 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VWO	VANGUARD INTL EQUITY INDEX F	39,788,338	$2.151B	40.6%	$52.28	—	FTSE EMR MKT ETF	922042858
IEMG	ISHARES INC	16,233,759	$1.132B	21.4%	$86.21	—	CORE MSCI EMKT	46434G103
VEA	VANGUARD TAX-MANAGED FDS	6,848,135	$439M	8.3%	$56.98	—	VAN FTSE DEV MKT	921943858
IEI	ISHARES TR	2,263,922	$269M	5.1%	$68.72	—	3 7 YR TREAS BD	464288661
ESGE	ISHARES INC	5,181,755	$236M	4.4%	$49.60	—	ESG AWR MSCI EM	46434G863
VOO	VANGUARD INDEX FDS	335,259	$200M	3.8%	$716.53	—	S&P 500 ETF SHS	922908363
VBIL	VANGUARD INSTL INDEX FD	2,647,432	$200M	3.8%	$75.65	—	0-3 MO TREAS BIL	922040845
BSV	VANGUARD BD INDEX FDS	2,007,422	$157M	3.0%	$92.63	—	SHORT TRM BOND	921937827
VSS	VANGUARD INTL EQUITY INDEX F	658,548	$96.01M	1.8%	$120.58	—	FTSE SMCAP ETF	922042718
VGSH	VANGUARD SCOTTSDALE FDS	1,189,666	$69.64M	1.3%	$58.54	—	SHORT TERM TREAS	92206C102
VB	VANGUARD INDEX FDS	264,221	$69.2M	1.3%	$170.92	—	SMALL CP ETF	922908751
BIV	VANGUARD BD INDEX FDS	861,173	$66.47M	1.3%	$135.80	—	INTERMED TERM	921937819
VBR	VANGUARD INDEX FDS	250,167	$54.35M	1.0%	$195.01	—	SM CP VAL ETF	922908611
EFA	ISHARES TR	491,177	$47.71M	0.9%	$104.27	—	MSCI EAFE ETF	464287465
SUB	ISHARES TR	418,588	$44.58M	0.8%	$106.34	—	SHRT NAT MUN ETF	464288158
SCHD	SCHWAB STRATEGIC TR	786,995	$24.15M	0.5%	$26.50	—	US DIVIDEND EQ	808524797
EEM	ISHARES TR	412,144	$23.41M	0.4%	$41.83	—	MSCI EMG MKT ETF	464287234
MUB	ISHARES TR	65,922	$6.998M	0.1%	$390.85	—	NATIONAL MUN ETF	464288414
VGIT	VANGUARD SCOTTSDALE FDS	82,534	$4.915M	0.1%	$115.09	—	INTER TERM TREAS	92206C706
IBIT	ISHARES BITCOIN TRUST ETF	80,970	$3.111M	0.1%	$49.65	—	SHS BEN INT	46438F101
ESGD	ISHARES TR	32,336	$3.092M	0.1%	$95.09	—	ESG AW MSCI EAFE	46435G516
ESGU	ISHARES TR	12,474	$1.764M	0.0%	$148.98	—	ESG AWR MSCI USA	46435G425