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Roger Wittlin Investment Advisory, LLC

13F
Roger Wittlin Investment Advisory, LLC
Last update 2025-05-01 43 Stocks (0 new)
Value $171.00 Mil Turnover 1 %
Countries:
Top Holdings: VTI(18.91%)IVV(14.04%)ITOT(9.37%)LONZ(8.58%)SCHB(7.81%)
Summary Stock Picks Current Portfolio
Roger Wittlin Investment Advis... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
117,549
32,307.3
-3.65%
18.910
-0.72%
0.010
+5.02%
+2.19%
450,908.3
 
IVV 		iShares Core S&P 500 ETF
42,699
23,992.8
-3.52%
14.040
-0.51%
0.000
+4.92%
+2.58%
591,319.0
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
131,287
16,018.3
-0.58%
9.370
-0.06%
0.030
+5.09%
+2.19%
68,492.7
 
LONZ 		PIMCO Senior Loan Active ExchangeTraded Fund
291,126
14,668.4
+2.30%
8.580
+0.19%
1.890
+1.66%
+1.34%
732.5
 
SCHB 		Schwab U.S. Broad Market ETF
619,921
13,346.9
-0.71%
7.810
-0.06%
0.040
+5.02%
+2.15%
33,230.4
 
SPY 		SPDR S&P 500 ETF Trust
18,434
10,311.9
-5.11%
6.030
-0.33%
0.000
+4.93%
+2.54%
612,819.6
 
VLU 		SPDR S&P 1500 Value Tilt ETF
40,666
7,475.1
-0.14%
4.370
-0.01%
1.710
+1.94%
+2.51%
473.1
 
QQQ 		INVESCO QQQ Trust
13,199
6,189.4
-3.35%
3.620
-0.13%
0.000
+8.71%
+3.81%
337,188.1
 
VO 		Vanguard Mid-Cap ETF
19,467
5,034.7
-1.45%
2.950
-0.04%
0.010
+5.49%
+4.22%
75,998.0
 
RSP 		Invesco S&P 500 Equal Weight ETF
26,007
4,505.3
-8.22%
2.640
-0.23%
0.010
+2.57%
+2.46%
72,910.9
 

Roger Wittlin Investment Advisory, LLC's Historical Top Holdings Breakdowns

Roger Wittlin Investment Advisory, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI 		Vanguard Total Stock Market ETF2025-03-31Reduce
-0.72%
●
271.18 ($290.53) 303.12
$295.12
1.58%
Reduce -3.65%
117,549
-4,452
IVV 		iShares Core S&P 500 ETF2025-03-31Reduce
-0.51%
●
554.06 ($590.51) 615.85
$602.00
1.95%
Reduce -3.52%
42,699
-1,558
VXUS 		Vanguard Total International Stock2025-03-31Add
+0.43%
●
58.01 ($61.77) 64.46
$68.01
10.10%
Add 29.59%
52,215
11,921
MINT 		PIMCO Enhanced Short Maturity Active Exchange-Traded Fund2025-03-31Add
+0.40%
●
100.32 ($100.52) 100.76
$100.26
-0.26%
Add 27.54%
31,773
6,860
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-0.33%
●
551.42 ($587.78) 612.93
$599.14
1.93%
Reduce -5.11%
18,434
-992
RSP 		Invesco S&P 500 Equal Weight ETF2025-03-31Reduce
-0.23%
●
169.43 ($177.82) 182.84
$178.69
0.49%
Reduce -8.22%
26,007
-2,328
LONZ 		PIMCO Senior Loan Active ExchangeTraded Fund2025-03-31Add
+0.19%
●
50.21 ($50.79) 51.23
$50.59
-0.39%
Add 2.3%
291,126
6,554
QQQ 		INVESCO QQQ Trust2025-03-31Reduce
-0.13%
●
468.34 ($508.07) 539.52
$529.92
4.30%
Reduce -3.35%
13,199
-457
IWN 		iShares Russell 2000 Value ETF2025-03-31Reduce
-0.10%
●
149.27 ($161.54) 169.4
$154.58
-4.31%
Reduce -23.79%
3,504
-1,094
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund2025-03-31Add
+0.09%
●
25.77 ($26.17) 26.48
$26.04
-0.50%
Add 7.76%
81,286
5,857

Roger Wittlin Investment Advisory, LLC Total Holding History ($B)

To

Roger Wittlin Investment Advisory, LLC's Asset Allocation

To

Roger Wittlin Investment Advisory, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Roger Wittlin Investment Advisory, LLC's Hypothetical Growth since 2025-03-31

Roger Wittlin Investment Advisory, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Roger Wittlin Investment Advisory, LLC's Holdings Heat Map

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Roger Wittlin Investment Advisory, LLC's Holdings Bubble Chart

Roger Wittlin Investment Advisory, LLC News

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