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 SCHB ITOT LONZ SPY VLU BOND QQQ 44 stocks	$135,497 79.16% of portfolio	30	11	6	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$32,279 18.86% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$1,054 0.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PLTR MSFT 2 stocks	$875 0.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$376 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate EQR 1 stocks	$324 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$299 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$240 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$232 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts

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