WIT, LLC
data from 30/09/2025
Capitalization
$ 4.415 B
9.43 %
Performance
$ 418.021 M
14.06 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | VWO | VANGUARD INTL EQUITY INDEX FUND | 47.13% | 2.081 B $ | 38402552 | 2020/12/31 | 172.107 M $ | 9.54 % |
| 2025/09/30 | IEMG | ISHARES INC | 24.66% | 1.089 B $ | 16517680 | 2021/03/31 | 96.814 M $ | 9.81 % |
| 2025/09/30 | IEI | ISHARES TR | 5.49% | 242.569 M $ | 2029697 | 2024/03/31 | 1.038 M $ | 0.35 % |
| 2025/09/30 | VEA | VANGUARD TAX-MANAGED INTL FD | 5.38% | 237.547 M $ | 3964405 | 2020/12/31 | 11.536 M $ | 5.10 % |
| 2025/09/30 | ESGE | ISHARES INC | 4.51% | 199.220 M $ | 4588201 | 2021/06/30 | 19.500 M $ | 10.85 % |
| 2025/09/30 | VSS | VANGUARD INTL EQUITY INDEX F | 2.13% | 93.876 M $ | 658548 | 2025/03/31 | 5.374 M $ | 6.07 % |
| 2025/09/30 | BSV | VANGUARD BD INDEX FDS | 2.01% | 88.550 M $ | 1122162 | 2020/12/31 | 177.375 K $ | 0.27 % |
| 2025/09/30 | VB | VANGUARD INDEX FDS | 1.50% | 66.254 M $ | 260555 | 2020/12/31 | 4.236 M $ | 7.30 % |
| 2025/09/30 | BIV | VANGUARD BD INDEX FDS | 1.39% | 61.213 M $ | 783879 | 2024/03/31 | 587.909 K $ | 0.97 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 1.30% | 57.243 M $ | 93476 | 2024/03/31 | 4.146 M $ | 7.81 % |
| 2025/09/30 | VBR | VANGUARD INDEX FDS | 1.18% | 52.212 M $ | 250167 | 2025/06/30 | 3.427 M $ | 7.03 % |
| 2025/09/30 | EFA | ISHARES TR | 1.04% | 45.861 M $ | 491177 | 2020/12/31 | 3.118 M $ | 4.45 % |
| 2025/09/30 | SUB | ISHARES TR | 1.01% | 44.697 M $ | 418588 | 2025/06/30 | 184.178 K $ | 0.41 % |
| 2025/09/30 | EEM | ISHARES TR | 0.50% | 22.008 M $ | 412144 | 2020/12/31 | 2.127 M $ | 10.70 % |
| 2025/09/30 | SCHD | SCHWAB STRATEGIC TR | 0.49% | 21.485 M $ | 786995 | 2025/06/30 | 629.596 K $ | 3.02 % |
| 2025/09/30 | MUB | ISHARES TR | 0.15% | 6.600 M $ | 61978 | 2023/12/31 | 124.664 K $ | 1.92 % |
| 2025/09/30 | VGIT | VANGUARD SCOTTSDALE FDS | 0.11% | 4.955 M $ | 82534 | 2023/09/30 | 18.157 K $ | 0.37 % |
| 2025/09/30 | CRWD | CROWDSTRIKE HLDGS INC | 0.02% | 892.982 K $ | 1821 | 2025/06/30 | -71.479 K $ | -3.72 % |