53 is the total number of securities Roger Wittlin Investment Advisory, LLC has owned. The longest Roger Wittlin Investment Advisory, LLC has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| VO | Vanguard Mid-Cap Index... | 8 | 8 | 3.42% | 6.94% | 13.25% | Q4 2021 | Q3 2023 | 8 |
| BND | Vanguard Total Bond Ma... | 8 | 8 | 0.03% | 4.80% | 9.66% | Q4 2021 | Q3 2023 | 8 |
| ICSH | ISHARES TR | 8 | 8 | 1.27% | 3.27% | 5.02% | Q4 2021 | Q3 2023 | 8 |
| QQQ | INVSC QQQ TRUST SRS 1 | 8 | 8 | 0.84% | 2.82% | 5.61% | Q4 2021 | Q3 2023 | 8 |
| SCHA | SCHWAB US SMALL CAP ETF | 8 | 8 | 0.48% | 1.59% | 6.13% | Q4 2021 | Q3 2023 | 8 |
| BKLN | INVESCO SENIOR LOAN ETF | 8 | 8 | 0.11% | 1.11% | 1.58% | Q4 2021 | Q3 2023 | 8 |
| VTI | Vanguard Total Stock M... | 4 | 3 | 6.36% | 15.48% | 24.74% | Q4 2021 | Q3 2023 | 7 |
| IVV | ISHARES TR | 4 | 3 | 6.44% | 7.19% | 8.48% | Q4 2021 | Q3 2023 | 7 |
| VIG | VANGUARD SPECIALIZED F... | 7 | 7 | 2.27% | 4.24% | 8.86% | Q1 2022 | Q3 2023 | 7 |
| IEFA | ISHARES TR | 4 | 3 | 0.05% | 2.82% | 6.90% | Q4 2021 | Q3 2023 | 7 |
| VGK | VANGUARD INTL EQUITY I... | 4 | 3 | 0.37% | 2.71% | 6.24% | Q4 2021 | Q3 2023 | 7 |
| TLT | ISHARES TR | 4 | 3 | 0.60% | 1.43% | 2.61% | Q4 2021 | Q3 2023 | 7 |
| GLD | SPDR Gold Trust | 4 | 3 | 0.40% | 0.49% | 0.54% | Q4 2021 | Q3 2023 | 7 |
| BOND | PIMCO SENIOR LOAN ACTIVE | 6 | 6 | 4.46% | 8.65% | 17.88% | Q2 2022 | Q3 2023 | 6 |
| SDY | SPDR S&P DIVIDEND ETF | 6 | 6 | 2.12% | 8.17% | 22.94% | Q2 2022 | Q3 2023 | 6 |
| SPY | SPDR S&P 500 ETF TR | 6 | 6 | 0.71% | 4.17% | 17.86% | Q2 2022 | Q3 2023 | 6 |
| VTIP | Vanguard Sht-Term Infl... | 6 | 6 | 0.35% | 3.58% | 6.10% | Q4 2021 | Q1 2023 | 6 |
| VMBS | VANGUARD SCOTTSDALE FDS | 4 | 2 | 0.30% | 2.02% | 3.25% | Q4 2021 | Q3 2023 | 6 |
| LQD | ISHARES TR | 4 | 1 | 0.34% | 1.51% | 2.55% | Q4 2021 | Q3 2023 | 6 |
| EFG | ISHARES TR | 3 | 3 | 0.34% | 1.26% | 2.62% | Q4 2021 | Q3 2023 | 6 |
| VCIT | VANGUARD SCOTTSDALE FDS | 4 | 2 | 0.45% | 0.59% | 0.78% | Q1 2022 | Q3 2023 | 6 |
| VGIT | VANGUARD SCOTTSDALE FDS | 4 | 2 | 0.38% | 0.43% | 0.47% | Q1 2022 | Q3 2023 | 6 |
| VHT | VANGUARD WORLD FDS | 4 | 2 | 0.17% | 0.41% | 0.50% | Q1 2022 | Q3 2023 | 6 |
| PLTR | PALANTIR TECHNOLOGIES INC | 3 | 3 | 0.10% | 0.37% | 1.43% | Q4 2021 | Q3 2023 | 6 |
| SCHB | SCHWAB US BROAD MARKET | 4 | 1 | 6.97% | 8.36% | 10.77% | Q2 2022 | Q3 2023 | 5 |
| IJH | ISHARES TR | 4 | 1 | 3.70% | 4.54% | 5.14% | Q2 2022 | Q3 2023 | 5 |
| IGSB | ISHARES TR IS 1-5 YR IN | 5 | 5 | 3.78% | 4.00% | 4.20% | Q3 2022 | Q3 2023 | 5 |
| VLU | SPDR SP 1500 VALUE TILT | 4 | 1 | 2.87% | 3.85% | 4.22% | Q2 2022 | Q3 2023 | 5 |
| AGG | ISHARES TR | 5 | 5 | 0.26% | 1.86% | 8.21% | Q3 2022 | Q3 2023 | 5 |
| PFF | ISHARES TR | 5 | 5 | 0.58% | 1.43% | 3.97% | Q3 2022 | Q3 2023 | 5 |
| VFH | VANGUARD WORLD FDS | 5 | 5 | 0.56% | 0.90% | 1.44% | Q4 2021 | Q4 2022 | 5 |
| VGSH | VANGUARD SHORT TERM | 4 | 1 | 0.19% | 0.90% | 1.97% | Q2 2022 | Q3 2023 | 5 |
| PIMCO ETF TR | 4 | 4 | 6.30% | 7.37% | 9.64% | Q4 2022 | Q3 2023 | 4 | |
| ITOT | ISHARES TR | 4 | 4 | 5.66% | 5.91% | 6.55% | Q4 2022 | Q3 2023 | 4 |
| PLD | PROLOGIS INC. | 4 | 4 | 0.77% | 1.29% | 1.59% | Q4 2022 | Q3 2023 | 4 |
| JNK | SPDR SER TR | 4 | 4 | 0.70% | 0.73% | 0.76% | Q4 2022 | Q3 2023 | 4 |
| PFFD | GLOBAL X FDS | 4 | 4 | 0.33% | 0.69% | 0.88% | Q4 2022 | Q3 2023 | 4 |
| HYG | ISHARES TR | 4 | 4 | 0.39% | 0.50% | 0.75% | Q4 2022 | Q3 2023 | 4 |
| VCSH | VANGUARD SHORT TERM COR | 3 | 1 | 0.40% | 0.45% | 0.48% | Q2 2022 | Q2 2023 | 4 |
| EQR | EQUITY RESIDENTIAL | 4 | 4 | 0.30% | 0.39% | 0.46% | Q4 2022 | Q3 2023 | 4 |
| PGX | INVESCO EXCH TRADED FD... | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
| VXUS | VANGUARD STAR FDS | 2 | 2 | 1.76% | 1.80% | 1.85% | Q2 2023 | Q3 2023 | 2 |
| GOVT | ISHARES US TREASURY BOND | 2 | 2 | 0.68% | 0.72% | 0.75% | Q4 2021 | Q1 2022 | 2 |
| UBER | UBER TECHNOLOGIES INC | 2 | 2 | 0.69% | 0.69% | 0.69% | Q4 2021 | Q1 2022 | 2 |
| MCHI | ISHARES TR | 2 | 2 | 0.56% | 0.62% | 0.68% | Q1 2023 | Q2 2023 | 2 |
| VSS | VGRD FTSE ALL WRLD EX US | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q1 2022 | 2 |
| SCHQ | SCHWAB STRATEGIC TR | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q2 2023 | 2 |
| VNQ | VANGUARD INDEX FDS | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2022 | Q4 2022 | 1 |
| VWO | Vanguard Emerging Mark... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
| IJR | iShares Core SP Small-... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
| IEMG | iShares Core MSCI Emer... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
| EFA | iShares MSCI EAFE ETF | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
| RBLX | Roblox Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including Vanguard Mid-Cap Index Fund ETF, Vanguard Total Bond Market Index Fund ETF, and ISHARES TR, are the highest-conviction holdings of Roger Wittlin Investment Advisory, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Roger Wittlin Investment Advisory, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Roger Wittlin Investment Advisory, LLC owns currently or has owned in the past.