$118 Million is the total value of Roger Wittlin Investment Advisory, LLC's 39 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHQ | Exit | SCHWAB STRATEGIC TRlong term us | $0 | – | -5,545 | -100.0% | -0.16% | – |
VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -6,511 | -100.0% | -0.40% | – |
MCHI | Exit | ISHARES TRmsci china etf | $0 | – | -15,396 | -100.0% | -0.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Signatures
The EDGAR filing(s) were signed by:
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.