Roger Wittlin Investment Advisory, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $176 Million distributed in 43 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 $35.4M, Ishares Core S&P 500 ETF with a value of $26.1M, Ishares Core S&P Total U.S. St with a value of $17M, Pimco ETF Tr Sr Ln Active Exch with a value of $14.5M, and Schwab Strategic Tr Us Broad M with a value of $14.2M.
Examining the 13F form we can see an increase of $4.94M in the current position value, from $171M to 176M.
Below you can find more details about Roger Wittlin Investment Advisory, LLC portfolio as well as his latest detailed transactions.
