Roger Wittlin Investment Advisory

Roger Wittlin Investment Advisory as of March 31, 2025

Portfolio Holdings for Roger Wittlin Investment Advisory

Roger Wittlin Investment Advisory holds 43 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 18.9 $32M 118k 274.84
Ishares Tr Core S&p500 Etf (IVV) 14.0 $24M 43k 561.91
Ishares Tr Core S&p Ttl Stk (ITOT) 9.4 $16M 131k 122.01
Pimco Etf Tr Sr Ln Active Etf (LONZ) 8.6 $15M 291k 50.39
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 7.8 $13M 620k 21.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.0 $10M 18k 559.40
Spdr Ser Tr SPDR S&P1500VL (VLU) 4.4 $7.5M 41k 183.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.6 $6.2M 13k 468.93
Vanguard Index Fds Mid Cap Etf (VO) 2.9 $5.0M 20k 258.63
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.6 $4.5M 26k 173.23
Pimco Etf Tr Active Bd Etf (BOND) 2.3 $4.0M 43k 92.47
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.9 $3.2M 52k 62.10
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.9 $3.2M 32k 100.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $2.3M 32k 73.45
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.3 $2.3M 49k 46.31
Pimco Etf Tr Multisector Bd (PYLD) 1.3 $2.1M 81k 26.35
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $2.0M 34k 58.35
Spdr Ser Tr S&p Divid Etf (SDY) 1.1 $1.8M 14k 135.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.7M 3.3k 513.94
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $1.7M 8.6k 193.99
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.3M 18k 75.65
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.7 $1.1M 16k 70.21
Palantir Technologies Cl A (PLTR) 0.6 $1.0M 12k 84.40
Spdr Gold Tr Gold Shs (GLD) 0.6 $983k 3.4k 288.14
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $967k 8.9k 108.69
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $896k 17k 52.37
Prologis (PLD) 0.4 $672k 6.0k 111.79
Ishares Tr Ultra Short-term (ICSH) 0.4 $671k 13k 50.70
Spdr Ser Tr Bloomberg Invt (FLRN) 0.3 $565k 18k 30.82
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $529k 3.5k 151.00
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $491k 5.0k 98.92
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $400k 17k 23.43
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $373k 4.1k 90.54
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $328k 4.0k 81.76
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $321k 2.8k 115.93
Rubrik Cl A (RBRK) 0.2 $321k 5.3k 60.98
Equity Residential Sh Ben Int (EQR) 0.2 $318k 4.4k 71.59
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $312k 13k 23.61
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $285k 3.0k 95.36
Ishares Gold Tr Ishares New (IAU) 0.1 $246k 4.2k 58.96
Vanguard World Health Car Etf (VHT) 0.1 $213k 803.00 264.89
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $210k 2.7k 78.93
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $123k 11k 11.22