Roger Wittlin Investment Advisory, LLC - Portfolio overview

Roger Wittlin Investment Advisory, LLC has 45 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Real Estate.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 20.23%
2. IVV - ISHARES TR, 14.68%
3. ITOT - ISHARES TR, 10.49%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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