The Analysis of Roger Wittlin Investment Advisory, LLC's Holdings
Currently, Roger Wittlin Investment Advisory, LLC holds 41 types of securities in its portfolio with a total value $179.9M. In the most recent quarter, they have increased their positions in IAU (+25.2K shares, valued at $1.8M), IEFA (+2.7K shares, valued at $232.6K), EFA (+2.2K shares, valued at $206.7K); decreased their positions in IVV (-3.5K shares, valued at $2.3M), VTI (-5.5K shares, valued at $1.8M), SPY (-2.5K shares, valued at $1.7M); initiated new positions in EFA (+2.2K shares, valued at $206.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS111.4K shares-4.69%2025-09-302025-10-27
IVV ISHARES TR37.7K shares-8.44%2025-09-302025-10-27 ITOT ISHARES TR110.9K shares-1.21%2025-09-302025-10-27 SCHB SCHWAB STRATEGIC TR589.0K shares-5.11%2025-09-302025-10-27 LONZ PIMCO ETF TR232.8K shares-7.43%2025-09-302025-10-27 SPY SPDR S&P 500 ETF TR14.6K shares-14.78%2025-09-302025-10-27 VLU SPDR SERIES TRUST39.3K shares-6.87%2025-09-302025-10-27 QQQ INVESCO QQQ TR12.4K shares-6.51%2025-09-302025-10-27 VO VANGUARD INDEX FDS18.7K shares-0.43%2025-09-302025-10-27 BOND PIMCO ETF TR49.6K shares-11.88%2025-09-302025-10-27 RSP INVESCO EXCHANGE TRADED FD T21.9K shares-0.19%2025-09-302025-10-27 VXUS VANGUARD STAR FDS44.7K shares-0.43%2025-09-302025-10-27 IAU ISHARES GOLD TR34.3K shares276.06%2025-09-302025-10-27 BND VANGUARD BD INDEX FDS31.3K shares-11.18%2025-09-302025-10-27 IJH ISHARES TR34.3K shares0.32%2025-09-302025-10-27 PLTR PALANTIR TECHNOLOGIES INC12.0K shares0.00%2025-09-302025-10-27 VMBS VANGUARD SCOTTSDALE FDS44.3K shares-4.05%2025-09-302025-10-27 VIG VANGUARD SPECIALIZED FUNDS8.5K shares-0.61%2025-09-302025-10-27 SDY SPDR SERIES TRUST12.8K shares-5.03%2025-09-302025-10-27 IEFA ISHARES TR20.5K shares14.95%2025-09-302025-10-27 VOO VANGUARD INDEX FDS2.9K shares-3.83%2025-09-302025-10-27 PYLD PIMCO ETF TR59.3K shares-16.55%2025-09-302025-10-27 MINT PIMCO ETF TR15.3K shares-49.87%2025-09-302025-10-27 VGK VANGUARD INTL EQUITY INDEX F18.6K shares13.27%2025-09-302025-10-27 SPMO INVESCO EXCH TRADED FD TR II10.8K shares-17.86%2025-09-302025-10-27 GLD SPDR GOLD TR3.6K shares5.80%2025-09-302025-10-27 LQD ISHARES TR8.6K shares-4.79%2025-09-302025-10-27 IGSB ISHARES TR17.2K shares-0.57%2025-09-302025-10-27 AGG ISHARES TR6.6K shares0.98%2025-09-302025-10-27 IUSB ISHARES TR12.3K shares39.33%2025-09-302025-10-27 ICSH ISHARES TR9.6K shares-10.77%2025-09-302025-10-27 SCHA SCHWAB STRATEGIC TR15.5K shares-9.19%2025-09-302025-10-27 RBRK RUBRIK INC.4.8K shares-5.97%2025-09-302025-10-27 VNQ VANGUARD INDEX FDS3.6K shares-12.42%2025-09-302025-10-27 SHY ISHARES TR3.7K shares0.96%2025-09-302025-10-27 EQR EQUITY RESIDENTIAL4.1K shares-9.06%2025-09-302025-10-27 VCIT VANGUARD SCOTTSDALE FDS3.1K shares-27.39%2025-09-302025-10-27 PLD PROLOGIS INC.2.1K shares1.92%2025-09-302025-10-27 FLRN SPDR SERIES TRUST7.5K shares-42.68%2025-09-302025-10-27 VCSH VANGUARD SCOTTSDALE FDS2.7K shares1.11%2025-09-302025-10-27 EFA ISHARES TR2.2K sharesnew addition2025-09-302025-10-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available