Roger Wittlin Investment Advisory, LLC Portfolio Holdings by Sector

Roger Wittlin Investment Advisory, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV ITOT SCHB LONZ SPY VLU QQQ VO 37 stocks	$139,152 78.7% of portfolio	22	15	4	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$35,518 20.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PLTR 1 stocks	$1,632 0.92% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate EQR 1 stocks	$303 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$218 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts

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