Roger Wittlin Investment Advisory, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $168 Million distributed in 43 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $32.3M, Ishares Core S&P 500 ETF with a value of $24M, Ishares Core S&P Total U.S. St with a value of $16M, Pimco ETF Tr Sr Ln Active Exch with a value of $14.7M, and Schwab Strategic Tr Us Broad M with a value of $13.3M.
Examining the 13F form we can see an decrease of $7.81M in the current position value, from $176M to 168M.
Below you can find more details about Roger Wittlin Investment Advisory, LLC portfolio as well as his latest detailed transactions.
