Roger Wittlin Investment Advisory, LLC Portfolio Holdings by Sector
Roger Wittlin Investment Advisory, LLC
- $168 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV ITOT LONZ SCHB SPY VLU QQQ VO 37 stocks |
$133,998
79.62% of portfolio
|
  16  
|
  19  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$32,307
19.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PLTR 1 stocks |
$1,010
0.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$671
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
EQR 1 stocks |
$318
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|