| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Mid-Cap Index Fund ETF | 8 | Q3 2023 | 13.3% |
| Vanguard Total Bond Market Index Fund ETF | 8 | Q3 2023 | 9.7% |
| ISHARES TR | 8 | Q3 2023 | 5.0% |
| INVSC QQQ TRUST SRS 1 | 8 | Q3 2023 | 5.6% |
| SCHWAB US SMALL CAP ETF | 8 | Q3 2023 | 6.1% |
| INVESCO SENIOR LOAN ETF | 8 | Q3 2023 | 1.6% |
| Vanguard Total Stock Market Index Fund ETF | 7 | Q3 2023 | 24.7% |
| ISHARES TR | 7 | Q3 2023 | 8.5% |
| VANGUARD SPECIALIZED FUNDS | 7 | Q3 2023 | 8.9% |
| ISHARES TR | 7 | Q3 2023 | 6.9% |
View Roger Wittlin Investment Advisory, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-18 |
View Roger Wittlin Investment Advisory, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.