Roger Wittlin Investment Advisory, LLC Purchases in Q2 2025

Roger Wittlin Investment Advisory, LLC

  • $177 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
13.2K
New
$82.32 - $112.47 $1.08M - $1.48M
13.2K $1.48M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
767
+ 0.12%
$19.1 - $23.83 $14.6K - $18.3K
621K $14.8M
BOND
Pimco Active Bond Exchange Tra

ETFs
13.3K
+ 30.95%
$89.87 - $92.93 $1.19M - $1.24M
56.3K $5.19M
QQQ
Invesco Qqq Trust, Series 1

ETFs
23
+ 0.17%
$416.06 - $551.64 $9.57K - $12.7K
13.2K $7.29M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1.48K
+ 3.64%
$162.34 - $192.15 $240K - $285K
42.1K $8.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.81K
New
$45.12 - $46.23 $398K - $407K
8.81K $407K
IAU
Ishares Gold Trust

ETFs
4.95K
+ 118.53%
$56.1 - $64.74 $278K - $321K
9.13K $569K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.64K
New
$82.21 - $83.12 $300K - $303K
3.64K $301K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.64K
+ 11.5%
$72.02 - $73.82 $262K - $268K
35.2K $2.59M
VEA
Vanguard Ftse Developed Market

ETFs
3.61K
New
$45.65 - $57.01 $165K - $206K
3.61K $205K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.55K
+ 31.24%
$96.84 - $99.46 $150K - $154K
6.52K $646K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
106
+ 0.31%
$51.16 - $62.02 $5.42K - $6.57K
34.2K $2.12M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
132
+ 0.81%
$62.73 - $78.42 $8.28K - $10.4K
16.4K $1.27M
VT
Vanguard Total World Stk Index

ETFs
13
+ 0.47%
$103.16 - $128.52 $1.34K - $1.67K
2.78K $357K
SCHA
Schwab Strategic Tr Us Small C

ETFs
56
+ 0.33%
$20.42 - $25.3 $1.14K - $1.42K
17.1K $432K
VCIT
Vanguard Intermediate Term Cor

ETFs
195
+ 4.87%
$79.56 - $82.92 $15.5K - $16.2K
4.2K $348K
LQD
Ishares Iboxx $ Investment Gra

ETFs
103
+ 1.16%
$105.23 - $109.61 $10.8K - $11.3K
9K $986K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
184
+ 1.08%
$51.68 - $52.76 $9.51K - $9.71K
17.3K $912K
FNDX
Schwab Fundamental U S Large C

ETFs
58
+ 0.44%
$20.84 - $24.54 $1.21K - $1.42K
13.3K $325K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
29
+ 1.09%
$77.94 - $79.5 $2.26K - $2.31K
2.7K $214K
VNQ
Vanguard Specialized Funds Van

ETFs
41
+ 1.0%
$79.79 - $91.42 $3.27K - $3.75K
4.16K $370K
EQR
Equity Residential

Real Estate
46
+ 1.03%
$61.82 - $71.72 $2.84K - $3.3K
4.49K $303K
Activity Summary
Buys All Purchases 23 New Holdings 4 Increased Positions 19 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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