Wit, Llc

správca aktív · portfólio $6.26 mld. · 24 pozícií · správa k 30.06.2026

Akciové Pozície správa za 30.06.2026, podaná 14.08.2026; zmena — oproti 31.03.2026 · 24

Spoločnosť	Akcie	Hodnota	% portfólia	Zmena za Štvrťrok
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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