Roger Wittlin Investment Advisory, LLC Portfolio Holdings by Sector
Roger Wittlin Investment Advisory, LLC
- $176 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV ITOT LONZ SCHB SPY VLU QQQ VO 37 stocks |
$138,907
78.87% of portfolio
|
  25  
|
  11  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$35,357
20.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PLTR 1 stocks |
$905
0.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$629
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
EQR 1 stocks |
$316
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|