Loading…
CIK 0001911328 • 7 13F filings • May 1, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("roger-wittlin-investment-advisory-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $338K | 0.3% | 982 SH | New |
| ALPHABET INC | CAP STK CL C | $247K | 0.2% | 726 SH | New |
| BLACKROCK ETF TRUST | ISHA LA CORE ETF | $559K | 0.4% | 11,417 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $2.3M | 1.8%Prev: 0.7% | 14,985 SH | Increased+4,165 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $3.8M | 2.9%Prev: 2.3% | 18,176 SH | Decreased-3,759 SH |
| INVESCO QQQ TR | UNIT SER 1 | $4.3M | 3.4%Prev: 4.1% | 5,824 SH | Decreased-6,537 SH |
| ISHARES GOLD TR | ISHARES NEW | $3.3M | 2.6%Prev: 1.4% | 42,747 SH | Increased+8,413 SH |
| ISHARES INC | CORE MSCI EMKT | $952K | 0.7% | 11,735 SH | New |
| ISHARES TR | CORE MSCI EAFE | $1.3M | 1.0%Prev: 1.0% | 13,317 SH | Decreased-7,164 SH |
| ISHARES TR | CORE S&P TTL STK | $15.1M | 11.8%Prev: 9.0% | 91,068 SH | Decreased-19,854 SH |
| ISHARES TR | CORE S&P500 ETF | $21.4M | 16.7%Prev: 14.0% | 27,966 SH | Decreased-9,702 SH |
| ISHARES TR | CORE UNIVRSL USD | $565K | 0.4% | 12,804 SH | New |
| ISHARES TR | CORE US AGGBD ET | $493K | 0.4%Prev: 0.4% | 5,216 SH | Decreased-1,364 SH |
| ISHARES TR | IBOXX INV CP ETF | $719K | 0.6%Prev: 0.5% | 7,035 SH | Decreased-1,538 SH |
| ISHARES TR | ISHS 1-5YR INVS | $432K | 0.3%Prev: 0.5% | 8,431 SH | Decreased-8,762 SH |
| ISHARES TR | MSCI EAFE ETF | $200K | 0.2%Prev: 0.1% | 1,925 SH | Decreased-288 SH |
| ISHARES TR | MSCI UAE ETF | $308K | 0.2% | 15,356 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $332K | 0.3% | 1,495 SH | New |
| ISHARES TR | RUS 1000 ETF | $551K | 0.4% | 1,325 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $202K | 0.2% | 1,612 SH | New |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN INTL VL | $405K | 0.3% | 4,252 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $998K | 0.8%Prev: 1.2% | 5,336 SH | Decreased-6,642 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $2.7M | 2.1%Prev: 2.6% | 31,019 SH | Decreased-18,552 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $1.1M | 0.9%Prev: 0.9% | 11,049 SH | Decreased-4,291 SH |
| PIMCO ETF TR | MULTISECTOR BD | $1.1M | 0.8%Prev: 0.9% | 41,579 SH | Decreased-17,704 SH |
| PIMCO ETF TR | SR LN ACTIVE ETF | $3.0M | 2.4%Prev: 6.6% | 61,677 SH | Decreased-171,154 SH |
| PROLOGIS INC. | COM | $281K | 0.2%Prev: 0.1% | 2,161 SH | Increased+42 SH |
| SALESFORCE INC | COM | $207K | 0.2% | 900 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $401K | 0.3% | 12,737 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $628K | 0.5% | 22,846 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $3.5M | 2.7%Prev: 8.4% | 118,129 SH | Decreased-470,839 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $383K | 0.3% | 12,755 SH | New |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $347K | 0.3%Prev: 0.2% | 10,627 SH | Decreased-4,911 SH |
| SPDR GOLD TR | GOLD SHS | $1.7M | 1.3%Prev: 0.7% | 4,341 SH | Increased+764 SH |
| SPDR SERIES TRUST | ST STR SP DIV | $1.1M | 0.9% | 7,449 SH | New |
| SPDR SERIES TRUST | ST STR SP1500VT | $2.7M | 2.1% | 11,222 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $7.8M | 6.0% | 10,163 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.4M | 1.1%Prev: 1.3% | 20,351 SH | Decreased-10,946 SH |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $4.6M | 3.6% | 58,223 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $26.6M | 20.8% | 71,128 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.0M | 0.8%Prev: 1.0% | 1,478 SH | Decreased-1,412 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $911K | 0.7%Prev: 0.8% | 10,496 SH | Decreased-8,115 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $337K | 0.3% | 2,132 SH | New |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $619K | 0.5%Prev: 1.2% | 13,947 SH | Decreased-30,381 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.1M | 0.8%Prev: 1.0% | 4,657 SH | Decreased-3,825 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $6.0M | 4.7%Prev: 1.8% | 70,915 SH | Increased+26,261 SH |
| 13F-HR |
| 0001172661-25-004429 |
| $179.9M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002657 | $127.3M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002607 | $179.4M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001813 | $122.3M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001553 | $170.9M | View |