Roger Wittlin Investment Advisory, LLC Reduced Holdings in Q3 2025

Roger Wittlin Investment Advisory, LLC

  • $178 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-15.3K
- 49.87%
$100.16 - $100.7 $1.53M - $1.54M
15.3K $1.54M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-18.7K
- 7.43%
$50.7 - $51.11 $947K - $955K
233K $11.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.54K
- 14.78%
$617.65 - $666.84 $1.57M - $1.69M
14.6K $9.75M
BOND
Pimco Active Bond Exchange Tra

ETFs
-6.68K
- 11.88%
$90.83 - $93.81 $607K - $627K
49.6K $4.63M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.47K
- 8.44%
$620.67 - $670.08 $2.16M - $2.33M
37.7K $25.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.94K
- 11.18%
$72.57 - $74.72 $286K - $294K
31.3K $2.33M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-2.35K
- 17.86%
$110.74 - $122.12 $260K - $287K
10.8K $1.31M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-5.57K
- 42.68%
$30.71 - $30.86 $171K - $172K
7.48K $230K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.15K
- 27.39%
$81.75 - $84.54 $94.1K - $97.3K
3.05K $256K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-2.9K
- 6.87%
$190.8 - $204.83 $552K - $593K
39.3K $8.01M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.16K
- 10.77%
$50.52 - $50.75 $58.4K - $58.6K
9.57K $485K
EQR
Equity Residential

Real Estate
-407
- 9.06%
$62.3 - $68.34 $25.4K - $27.8K
4.09K $264K
VNQ
Vanguard Specialized Funds Van

ETFs
-516
- 12.42%
$88.47 - $93.24 $45.7K - $48.1K
3.64K $332K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-677
- 5.03%
$136.48 - $142.97 $92.4K - $96.8K
12.8K $1.79M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-431
- 4.79%
$107.66 - $112.36 $46.4K - $48.4K
8.57K $955K
VIG
Vanguard Dividend Appreciation

ETFs
-52
- 0.61%
N/A
8.48K $1.54M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-99
- 0.57%
$52.39 - $53.11 $5.19K - $5.26K
17.2K $911K
Pimco ETF Tr
-11.8K
- 16.55%
N/A
59.3K $0
Rubrik Inc.
-306
- 5.97%
N/A
4.82K $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.57K
- 9.19%
$25.29 - $28.33 $39.8K - $44.5K
15.5K $433K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-115
- 3.83%
$567.77 - $614.76 $65.3K - $70.7K
2.89K $1.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-861
- 6.51%
$546.99 - $602.2 $471K - $518K
12.4K $7.42M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-42
- 0.19%
$181.56 - $190.33 $7.63K - $7.99K
21.9K $4.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-193
- 0.43%
$68.24 - $73.73 $13.2K - $14.2K
44.7K $3.28M
VO
Vanguard Mid Cap ETF

ETFs
-80
- 0.43%
$279.83 - $293.74 $22.4K - $23.5K
18.7K $5.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-31.7K
- 5.11%
$23.82 - $25.84 $756K - $820K
589K $15.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.35K
- 1.21%
$135.0 - $146.02 $183K - $198K
111K $16.2M
VTI
Vanguard Total Stock Market Et

ETFs
-5.48K
- 4.69%
$303.93 - $329.86 $1.67M - $1.81M
111K $36.6M
Activity Summary
Buys All Purchases 11 New Holdings 1 Increased Positions 10 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Roger Wittlin Investment Advisory, LLC Portfolio

Follow Roger Wittlin Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roger Wittlin Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roger Wittlin Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email