Roger Wittlin Investment Advisory, LLC Purchases in Q4 2024

Roger Wittlin Investment Advisory, LLC

  • $176 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
40.5K
+ 44.22%
$124.26 - $134.12 $5.03M - $5.43M
132K $17M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
65.4K
+ 29.82%
$50.81 - $51.59 $3.32M - $3.37M
285K $14.5M
VTI
Vanguard Total Stock Market Et

ETFs
8K
+ 7.02%
$280.04 - $302.45 $2.24M - $2.42M
122K $35.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
24.9K
New
$100.22 - $100.73 $2.5M - $2.51M
24.9K $2.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.75K
+ 23.95%
$567.81 - $607.81 $2.13M - $2.28M
19.4K $11.4M
IVV
Ishares Core S&P 500 ETF

ETFs
2.5K
+ 5.99%
$570.51 - $610.59 $1.43M - $1.53M
44.3K $26.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.72K
+ 19.96%
$174.22 - $187.62 $821K - $885K
28.3K $4.97M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
420K
+ 205.54%
$22.01 - $66.82 $9.24M - $28.1M
624K $14.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
186
+ 1.38%
$481.22 - $538.17 $89.5K - $100K
13.7K $6.98M
IWN
Ishares Russell2000 Val ETF

ETFs
2.24K
+ 94.91%
$162.69 - $181.35 $364K - $406K
4.6K $754K
GLD
Spdr Gold Trust

ETFs
200
+ 6.08%
$236.59 - $257.5 $47.3K - $51.5K
3.49K $844K
VO
Vanguard Mid Cap ETF

ETFs
87
+ 0.44%
$261.5 - $284.63 $22.8K - $24.8K
19.8K $5.22M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
227
+ 0.56%
$182.19 - $195.69 $41.4K - $44.4K
40.7K $7.5M
VIG
Vanguard Dividend Appreciation

ETFs
74
+ 0.87%
N/A
8.58K $1.56M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
145
+ 0.43%
$61.68 - $67.87 $8.94K - $9.84K
34K $2.12M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.56K
+ 101.23%
$25.33 - $51.16 $217K - $438K
17K $439K
Rubrik Inc.
5.3K
New
N/A
5.3K $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
37
+ 1.38%
$77.86 - $79.27 $2.88K - $2.93K
2.71K $211K
FNDX
Schwab Fundamental U S Large C

ETFs
8.8K
+ 200.0%
$23.49 - $71.77 $207K - $632K
13.2K $312K
VT
Vanguard Total World Stk Index

ETFs
20
+ 0.73%
$117.09 - $123.07 $2.34K - $2.46K
2.76K $324K
EQR
Equity Residential

Real Estate
41
+ 0.94%
$69.12 - $77.48 $2.83K - $3.18K
4.4K $316K
VCIT
Vanguard Intermediate Term Cor

ETFs
59
+ 1.51%
$80.13 - $83.77 $4.73K - $4.94K
3.98K $319K
IEF
Ishares Barclays

ETFs
37
+ 1.26%
$92.08 - $98.18 $3.41K - $3.63K
2.97K $274K
VHT
Vanguard Health Care ETF

ETFs
6
+ 0.68%
$250.81 - $283.3 $1.5K - $1.7K
892 $226K
VNQ
Vanguard Specialized Funds Van

ETFs
72
+ 1.8%
$87.85 - $98.6 $6.33K - $7.1K
4.07K $362K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
355
+ 2.71%
$131.66 - $144.0 $46.7K - $51.1K
13.5K $1.78M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
250
+ 0.62%
$58.88 - $64.8 $14.7K - $16.2K
40.3K $2.37M
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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