WIT, LLC

Est. AUM

$5.30B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.15B	39788338	40.58%	SOLE
2	ISHARES INC	CORE MSCI EMKT	$1.13B	16233759	21.37%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$438.8M	6848135	8.28%	SOLE
4	ISHARES TR	3 7 YR TREAS BD	$268.5M	2263922	5.07%	SOLE
5	ISHARES INC	ESG AWR MSCI EM	$235.6M	5181755	4.45%	SOLE
6	VANGUARD INDEX FDS	S&P 500 ETF SHS	$200.3M	335259	3.78%	SOLE
7	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$200.3M	2647432	3.78%	SOLE
8	VANGUARD BD INDEX FDS	SHORT TRM BOND	$157.4M	2007422	2.97%	SOLE
9	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$96.0M	658548	1.81%	SOLE
10	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$69.6M	1189666	1.31%	SOLE
11	VANGUARD INDEX FDS	SMALL CP ETF	$69.2M	264221	1.31%	SOLE
12	VANGUARD BD INDEX FDS	INTERMED TERM	$66.5M	861173	1.25%	SOLE
13	VANGUARD INDEX FDS	SM CP VAL ETF	$54.3M	250167	1.03%	SOLE
14	ISHARES TR	MSCI EAFE ETF	$47.7M	491177	0.90%	SOLE
15	ISHARES TR	SHRT NAT MUN ETF	$44.6M	418588	0.84%	SOLE
16	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$24.1M	786995	0.46%	SOLE
17	ISHARES TR	MSCI EMG MKT ETF	$23.4M	412144	0.44%	SOLE
18	ISHARES TR	NATIONAL MUN ETF	$7.0M	65922	0.13%	SOLE
19	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$4.9M	82534	0.09%	SOLE
20	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$3.1M	80970	0.06%	SOLE
21	ISHARES TR	ESG AW MSCI EAFE	$3.1M	32336	0.06%	SOLE
22	ISHARES TR	ESG AWR MSCI USA	$1.8M	12474	0.03%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.