Roger Wittlin Investment Advisory, LLC Purchases in Q3 2024

Roger Wittlin Investment Advisory, LLC

  • $171 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
8.59K
+ 8.15%
$255.18 - $283.2 $2.19M - $2.43M
114K $32.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.46K
+ 28.32%
$517.38 - $573.86 $1.79M - $1.98M
15.7K $8.99M
IVV
Ishares Core S&P 500 ETF

ETFs
1.56K
+ 3.89%
$520.18 - $576.82 $813K - $902K
41.8K $24.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.04K
New
$475.2 - $527.7 $1.45M - $1.6M
3.04K $1.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.91K
+ 26.24%
$162.83 - $179.16 $799K - $879K
23.6K $4.23M
BOND
Pimco Active Bond Exchange Tra

ETFs
8.34K
+ 12.71%
$90.01 - $95.32 $751K - $795K
74K $7M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
18.2K
+ 9.07%
$50.28 - $51.29 $917K - $935K
219K $11.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.28K
+ 0.63%
$59.93 - $66.52 $76.5K - $84.9K
204K $13.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
571
+ 0.63%
$113.41 - $125.62 $64.8K - $71.7K
91.6K $11.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.8K
+ 5.29%
$71.45 - $75.64 $272K - $288K
75.7K $5.69M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
7.15K
New
$39.95 - $45.86 $285K - $328K
7.15K $326K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.53K
New
$75.32 - $84.37 $191K - $214K
2.53K $211K
IAU
Ishares Gold Trust

ETFs
4.18K
New
$44.06 - $50.5 $184K - $211K
4.18K $207K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
73
+ 0.56%
$125.95 - $142.04 $9.19K - $10.4K
13.1K $1.86M
SCHQ
Schwab Strategic Tr Long Term

ETFs
5.84K
New
$32.17 - $35.98 $188K - $210K
5.84K $204K
QQQ
Invesco Qqq Trust, Series 1

ETFs
172
+ 1.29%
$434.77 - $502.96 $74.8K - $86.5K
13.5K $6.57M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.16K
+ 1.87%
$44.9 - $47.55 $52K - $55.1K
63.2K $2.98M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
130
+ 0.39%
$57.32 - $62.65 $7.45K - $8.14K
33.8K $2.11M
PLD
Prologis, Inc.

Real Estate
64
+ 0.77%
$111.95 - $132.43 $7.16K - $8.48K
8.36K $1.05M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.01K
+ 8.52%
$50.32 - $50.75 $101K - $102K
25.6K $1.3M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
48
+ 0.23%
$65.06 - $71.72 $3.12K - $3.44K
20.8K $1.48M
FNDF
Schwab Fundamental Intl Large

ETFs
181
+ 0.79%
$33.67 - $37.71 $6.09K - $6.83K
23K $860K
VNQ
Vanguard Specialized Funds Van

ETFs
50
+ 1.27%
$82.97 - $98.97 $4.15K - $4.95K
4K $389K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
158
+ 0.94%
$36.98 - $41.55 $5.84K - $6.56K
17K $697K
EQR
Equity Residential

Real Estate
43
+ 1.0%
$67.19 - $78.09 $2.89K - $3.36K
4.36K $324K
VT
Vanguard Total World Stk Index

ETFs
11
+ 0.4%
$107.72 - $119.96 $1.18K - $1.32K
2.74K $327K
VCIT
Vanguard Intermediate Term Cor

ETFs
43
+ 1.11%
$79.29 - $84.02 $3.41K - $3.61K
3.92K $328K
VHT
Vanguard Health Care ETF

ETFs
4
+ 0.45%
$261.88 - $288.1 $1.05K - $1.15K
886 $250K
IEF
Ishares Barclays

ETFs
27
+ 0.93%
$92.67 - $99.14 $2.5K - $2.68K
2.94K $287K
JNK
Spdr Bloomberg High Yield Bond

ETFs
36
+ 1.68%
$93.65 - $97.81 $3.37K - $3.52K
2.18K $213K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
160
+ 1.46%
$11.52 - $12.52 $1.84K - $2K
11.1K $137K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
27
+ 1.02%
$76.94 - $79.54 $2.08K - $2.15K
2.67K $212K
Pimco ETF Tr
16.2K
+ 21.1%
N/A
93.2K $0
Activity Summary
Buys All Purchases 34 New Holdings 6 Increased Positions 28 Sells All Sells 11 Reductions 11 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