13F-HR filed by WIT, LLC
WIT, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 18 holding rows worth $4,034,419,051.
- Accession
- 0001104659-25-078246
- Filer
- CIK 1840025
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 18 entries on the cover page, a total value of $4,034,419,051 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,034,419,053 with VALUE read as dollars as filed, 13F file number 028-20738. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VWO | 922042858 | SHS | 36,463,364 | $1,803,477,983 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 16,436,999 | $986,713,050 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 2,471,852 | $294,372,855 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 3,964,405 | $226,010,729 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 4,588,201 | $179,719,833 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 658,548 | $88,502,266 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 783,380 | $70,026,338 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 844,643 | $66,473,404 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 783,879 | $60,625,202 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 244,855 | $58,025,738 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 93,476 | $53,097,172 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 250,167 | $48,785,067 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 418,588 | $44,512,648 | dollars as filed | |
| SCHD | 808524797 | COM | 786,995 | $20,855,368 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 412,144 | $19,881,827 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 62,022 | $6,480,059 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 82,534 | $4,936,359 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 3,776 | $1,923,155 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-25-078246 | this filing | 2025-08-14 | acceptance time not in the bulk data set |