Roger Wittlin Investment Advisory, LLC Incresed Positions in Q3 2024

Roger Wittlin Investment Advisory, LLC

  • $171 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
8.59K
+ 8.15%
$255.18 - $283.2 $2.19M - $2.43M
114K $32.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.46K
+ 28.32%
$517.38 - $573.86 $1.79M - $1.98M
15.7K $8.99M
IVV
Ishares Core S&P 500 ETF

ETFs
1.56K
+ 3.89%
$520.18 - $576.82 $813K - $902K
41.8K $24.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.91K
+ 26.24%
$162.83 - $179.16 $799K - $879K
23.6K $4.23M
BOND
Pimco Active Bond Exchange Tra

ETFs
8.34K
+ 12.71%
$90.01 - $95.32 $751K - $795K
74K $7M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
18.2K
+ 9.07%
$50.28 - $51.29 $917K - $935K
219K $11.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.28K
+ 0.63%
$59.93 - $66.52 $76.5K - $84.9K
204K $13.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
571
+ 0.63%
$113.41 - $125.62 $64.8K - $71.7K
91.6K $11.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.8K
+ 5.29%
$71.45 - $75.64 $272K - $288K
75.7K $5.69M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
73
+ 0.56%
$125.95 - $142.04 $9.19K - $10.4K
13.1K $1.86M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.16K
+ 1.87%
$44.9 - $47.55 $52K - $55.1K
63.2K $2.98M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
130
+ 0.39%
$57.32 - $62.65 $7.45K - $8.14K
33.8K $2.11M
PLD
Prologis, Inc.

Real Estate
64
+ 0.77%
$111.95 - $132.43 $7.16K - $8.48K
8.36K $1.05M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.01K
+ 8.52%
$50.32 - $50.75 $101K - $102K
25.6K $1.3M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
48
+ 0.23%
$65.06 - $71.72 $3.12K - $3.44K
20.8K $1.48M
FNDF
Schwab Fundamental Intl Large

ETFs
181
+ 0.79%
$33.67 - $37.71 $6.09K - $6.83K
23K $860K
VNQ
Vanguard Specialized Funds Van

ETFs
50
+ 1.27%
$82.97 - $98.97 $4.15K - $4.95K
4K $389K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
158
+ 0.94%
$36.98 - $41.55 $5.84K - $6.56K
17K $697K
EQR
Equity Residential

Real Estate
43
+ 1.0%
$67.19 - $78.09 $2.89K - $3.36K
4.36K $324K
VT
Vanguard Total World Stk Index

ETFs
11
+ 0.4%
$107.72 - $119.96 $1.18K - $1.32K
2.74K $327K
VCIT
Vanguard Intermediate Term Cor

ETFs
43
+ 1.11%
$79.29 - $84.02 $3.41K - $3.61K
3.92K $328K
VHT
Vanguard Health Care ETF

ETFs
4
+ 0.45%
$261.88 - $288.1 $1.05K - $1.15K
886 $250K
IEF
Ishares Barclays

ETFs
27
+ 0.93%
$92.67 - $99.14 $2.5K - $2.68K
2.94K $287K
JNK
Spdr Bloomberg High Yield Bond

ETFs
36
+ 1.68%
$93.65 - $97.81 $3.37K - $3.52K
2.18K $213K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
160
+ 1.46%
$11.52 - $12.52 $1.84K - $2K
11.1K $137K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
27
+ 1.02%
$76.94 - $79.54 $2.08K - $2.15K
2.67K $212K
Pimco ETF Tr
16.2K
+ 21.1%
N/A
93.2K $0
Activity Summary
Buys All Purchases 34 New Holdings 6 Increased Positions 28 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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