The Analysis of Roger Wittlin Investment Advisory, LLC's Holdings


Currently, Roger Wittlin Investment Advisory, LLC holds 39 types of securities in its portfolio with a total value $143.0M. In the most recent quarter, they have increased their positions in FNDX (+12.6K shares, valued at $342.6K), VT (+2.1K shares, valued at $298.2K), SCHF (+10.8K shares, valued at $260.5K); decreased their positions in VTI (-21.4K shares, valued at $7.2M), IVV (-9.1K shares, valued at $6.2M), LONZ (-83.5K shares, valued at $4.2M); initiated new positions in FNDX (+12.6K shares, valued at $342.6K), VT (+2.1K shares, valued at $298.2K), SCHF (+10.8K shares, valued at $260.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS90.0K shares-19.20%2025-12-312026-01-20history
IVV ISHARES TR28.6K shares-24.19%2025-12-312026-01-20history
ITOT ISHARES TR94.2K shares-15.08%2025-12-312026-01-20history
SCHB SCHWAB STRATEGIC TR498.3K shares-15.39%2025-12-312026-01-20history
SPY SPDR S&P 500 ETF TR12.8K shares-12.41%2025-12-312026-01-20history
LONZ PIMCO ETF TR149.3K shares-35.86%2025-12-312026-01-20history
INVESCO QQQ TR INVESCO QQQ TR8.6K shares-30.81%2025-12-312026-01-20history
VLU SPDR SERIES TRUST24.0K shares-38.96%2025-12-312026-01-20history
Sponsored
VO VANGUARD INDEX FDS16.1K shares-13.95%2025-12-312026-01-20history
BOND PIMCO ETF TR40.4K shares-18.46%2025-12-312026-01-20history
VXUS VANGUARD STAR FDS46.8K shares4.90%2025-12-312026-01-20history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T16.2K shares-26.33%2025-12-312026-01-20history
ISHARES GOLD TR ISHARES GOLD TR36.2K shares5.49%2025-12-312026-01-20history
VIG VANGUARD SPECIALIZED FUNDS7.6K shares-10.35%2025-12-312026-01-20history
BND VANGUARD BD INDEX FDS22.1K shares-29.38%2025-12-312026-01-20history
IEFA ISHARES TR17.3K shares-15.35%2025-12-312026-01-20history
Sponsored
SDY SPDR SERIES TRUST10.1K shares-20.66%2025-12-312026-01-20history
MINT PIMCO ETF TR13.7K shares-10.80%2025-12-312026-01-20history
VMBS VANGUARD SCOTTSDALE FDS28.3K shares-36.09%2025-12-312026-01-20history
GLD SPDR GOLD TR3.3K shares-8.05%2025-12-312026-01-20history
PYLD PIMCO ETF TR48.3K shares-18.46%2025-12-312026-01-20history
IJH ISHARES TR17.1K shares-49.99%2025-12-312026-01-20history
PLTR PALANTIR TECHNOLOGIES INC5.3K shares-55.45%2025-12-312026-01-20history
VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares-48.24%2025-12-312026-01-20history
Sponsored
VGK VANGUARD INTL EQUITY INDEX F11.0K shares-40.79%2025-12-312026-01-20history
SPMO INVESCO EXCH TRADED FD TR II7.2K shares-33.56%2025-12-312026-01-20history
LQD ISHARES TR7.7K shares-9.61%2025-12-312026-01-20history
AGG ISHARES TR6.5K shares-1.38%2025-12-312026-01-20history
IGSB ISHARES TR11.5K shares-33.22%2025-12-312026-01-20history
IUSB ISHARES TR12.4K shares1.40%2025-12-312026-01-20history
SCHA SCHWAB STRATEGIC TR15.5K shares-0.22%2025-12-312026-01-20history
FNDX SCHWAB STRATEGIC TR12.6K sharesnew addition2025-12-312026-01-20history
Sponsored
SHY ISHARES TR3.7K shares1.25%2025-12-312026-01-20history
VT VANGUARD INTL EQUITY INDEX F2.1K sharesnew addition2025-12-312026-01-20history
PLD PROLOGIS INC.2.1K shares0.57%2025-12-312026-01-20history
SCHF SCHWAB STRATEGIC TR10.8K sharesnew addition2025-12-312026-01-20history
VCSH VANGUARD SCOTTSDALE FDS2.8K shares1.50%2025-12-312026-01-20history
EFA ISHARES TR2.3K shares1.85%2025-12-312026-01-20history
FLRN SPDR SERIES TRUST6.6K shares-11.72%2025-12-312026-01-20history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available