Roger Wittlin Investment Advisory, LLC Portfolio Holdings by Sector
Roger Wittlin Investment Advisory, LLC
- $178 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV ITOT SCHB LONZ SPY VLU QQQ VO 35 stocks |
$138,352
77.9% of portfolio
|
  10  
|
  25  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$36,552
20.58% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR 1 stocks |
$2,185
1.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
EQR 1 stocks |
$264
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$242
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|