WIT portfolio

What changed this quarter

16 positions with a change (2 new, 6 added to, 8 trimmed). 8 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• Vanguard Intermediate-term T ETF+5,840%more sharesIncreased
  0.1% → 4.6%
• Vanguard Instl Index Fund+107%more sharesIncreased
  3.8% → 6.6%
• iShares 3-7 Year Treasury BO ETF−71%fewer sharesReduced
  5.1% → 1.2%
• Vanguard Short-term Treasury ETF+104%more sharesIncreased
  1.3% → 2.3%
• Vanguard International Equity Index F−2.9%fewer sharesReduced
  40.6% → 36.8%
• Ishares+4.4%more sharesIncreased
  21.4% → 22.4%
• iShares Core S&P Small-cap E ETF+0.8 ppof portfolioNew
  — → 0.8%
• Ishares−13%fewer sharesReduced
  4.4% → 3.9%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Vanguard International Equity Index FVWO36.8%
• IsharesIEMG22.4%
• Vanguard Ftse Developed ETFVEA7.7%
• Vanguard Instl Index FundVBIL6.6%
• Vanguard Intermediate-term T ETFVGIT4.6%
• IsharesESGE3.9%
• Vanguard S&P 500 ETFVOO3.6%
• Vanguard Short-term Bond ETFBSV2.5%
• Vanguard Short-term Treasury ETFVGSH2.3%
• Vanguard International Equity Index FVSS1.8%
• iShares 3-7 Year Treasury BO ETFIEI1.2%
• Vanguard Intermediate-term B ETFBIV1.1%
• Vanguard Most Sm-cap ETF-usd ETFVB1.0%
• Vanguard Index FundsVBR0.9%
• iShares Core S&P Small-cap E ETFIJR0.8%
• iShares Msci Eafe ETFEFA0.8%
• iShares Short-term National ETFSUB0.7%
• iShares Msci Emerging Market ETFEEM0.5%
• Schwab US DVD Equity ETFSCHD0.4%
• iShares National Muni Bond E ETFMUB0.1%
• iShares Trust iShares ESG AW ETFESGD0.1%
• Ishares Bitcoin Trust ETFIBITunder 0.1%
• iShares ESG Aware Msci USA ETFESGUunder 0.1%
• CrowdStrike HoldingsCRWDunder 0.1%