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Wit, Llc
správce aktiv · portfolio $6.26 mld. · 24 pozic · zpráva k 30.06.2026
Akciové Pozice zpráva za 30.06.2026, podána 14.08.2026; změna — oproti 31.03.2026 · 24
| Společnost | Akcie | Hodnota | % portfolia | Změna za Čtvrtletí |
|---|---|---|---|---|
| Vanguard FTSE Emerging Marke… US:VWO · ETF | 38 637 529 | $2.31 mld. | 36.83% | −1 150 809 |
| iShares Core MSCI Emerging M… US:IEMG · ETF | 16 950 847 | $1.40 mld. | 22.43% | +717 088 |
| Vanguard FTSE Developed Mark… US:VEA · ETF | 6 727 096 | $479 mil. | 7.66% | −121 039 |
| Vanguard 0-3 Month Treasury… US:VBIL · ETF | 5 483 220 | $415 mil. | 6.63% | +2 835 788 |
| Vanguard Intermediate-Term T… US:VGIT · ETF | 4 902 356 | $289 mil. | 4.62% | +4 819 822 |
| iShares ESG Aware MSCI EM ET… US:ESGE · ETF | 4 518 911 | $247 mil. | 3.95% | −662 844 |
| Vanguard S&P 500 ETF US:VOO · ETF | 330 403 | $227 mil. | 3.62% | −4 856 |
| Vanguard Short-Term Bond Ind… US:BSV · ETF | 1 981 763 | $154 mil. | 2.47% | −25 659 |
| Vanguard Short-Term Treasury… US:VGSH · ETF | 2 425 179 | $141 mil. | 2.25% | +1 235 513 |
| Vanguard FTSE All-World ex-U… US:VSS · ETF | 719 961 | $111 mil. | 1.77% | +61 413 |
| iShares 3-7 Year Treasury Bo… US:IEI · ETF | 661 074 | $77.6 mil. | 1.24% | −1 602 848 |
| Vanguard Intermediate-Term B… US:BIV · ETF | 861 173 | $66.1 mil. | 1.05% | — |
| Vanguard Small-Cap Index Fun… US:VB · ETF | 213 076 | $64.6 mil. | 1.03% | −51 145 |
| Vanguard Small-Cap Value Ind… US:VBR · ETF | 242 389 | $58.9 mil. | 0.94% | −7 778 |
| iShares Core S&P Small-Cap E… US:IJR · ETF | 357 908 | $53.1 mil. | 0.85% | nová |
| iShares MSCI EAFE ETF US:EFA · ETF | 491 177 | $51.0 mil. | 0.81% | — |
| iShares Short-Term National… US:SUB · ETF | 418 588 | $44.6 mil. | 0.71% | — |
| iShares MSCI Emerging Market… US:EEM · ETF | 412 144 | $28.2 mil. | 0.45% | — |
| Schwab U.S. Dividend Equity… US:SCHD · ETF | 786 995 | $25.0 mil. | 0.40% | — |
| iShares National Muni Bond E… US:MUB · ETF | 76 599 | $8.24 mil. | 0.13% | +10 677 |
| iShares ESG Aware MSCI EAFE… US:ESGD · ETF | 32 336 | $3.32 mil. | 0.05% | — |
| iShares Bitcoin Trust US:IBIT · ETF | 80 970 | $2.70 mil. | 0.04% | — |
| iShares ESG Aware MSCI USA E… US:ESGU · ETF | 12 474 | $2.04 mil. | 0.03% | — |
| CrowdStrike Holdings, Inc. US:CRWD | 1 813 | $1.38 mil. | 0.02% | nová |
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