account_balance
Investment manager · 13F filer · SEC CIK 1911328
Roger Wittlin Investment Advisory, LLC
Reported value$128Mas of Sep 30, 2026
Positions46 5 new, 2 sold out
Top 10 weight75.2%VTI alone is 21%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
20.8%
IVViShares Tr
16.7%
ITOTiShares Tr
11.8%
SPYSPDR S&P 500 ETF Trust
6.0%Trimmed −4%
VXUSVanguard Star FDS
4.7%Trimmed −6%
VOVanguard Index FDS
3.6%
QQQInvesco QQQ Tr
3.4%−12%
RSPInvesco Exchange Traded Fd T
2.9%+28%
SCHBSchwab Strategic Tr
2.7%
IAUiShares Gold Trust
2.6%
LONZPimco ETF Tr
2.4%
BONDPimco ETF Tr
2.1%
VTIVanguard Index FDS
20.8%
IVViShares Tr
16.7%
ITOTiShares Tr
11.8%
VXUS4.7%
VO3.6%
QQQ3.4%
RSP2.9%
SCHB
IAULONZ
BOND
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 20.8% Held
IVV iShares Tr 16.7% Held
ITOT iShares Tr 11.8% Held
SPY SPDR S&P 500 ETF Trust 6.0% Trimmed −4%VXUS Vanguard Star FDS 4.7% Trimmed −6%
VO Vanguard Index FDS 3.6% Held
QQQ Invesco QQQ Tr 3.4% Trimmed −12%
RSP Invesco Exchange Traded Fd T 2.9% Added +28%
SCHB Schwab Strategic Tr 2.7% Held
IAU iShares Gold Trust 2.6% Trimmed −3%LONZ Pimco ETF Tr 2.4% Held
BOND Pimco ETF Tr 2.1% Trimmed −13%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- BLCR $559K
- IWB $551K
- QUAL $332K
- CRM $207K
arrow_upwardAdded
- RSP +28%
- SPMO +18%
- BND +12%
- SCHX +3%
arrow_downwardTrimmed
- IEFA −27%
- VLU −14%
- BOND −13%
- VMBS −13%
remove_circleSold out
- PSQ $577K
- FLRN $203K
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