Roger Wittlin Investment Advisory, LLC Portfolio Holdings
Roger Wittlin Investment Advisory, LLC
- $171 Million
- Q3 2024
Roger Wittlin Investment Advisory, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $171 Million distributed in 54 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 $24.1M, Schwab Strategic Tr Us Broad M with a value of $13.6M, Ishares Core S&P Total U.S. St with a value of $11.5M, and Pimco ETF Tr Sr Ln Active Exch with a value of $11.2M.
Examining the 13F form we can see an increase of $17.4M in the current position value, from $154M to 171M.
Below you can find more details about Roger Wittlin Investment Advisory, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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