Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Roger Wittlin Investment Advisory, LLC (CIK 1911328) reported $122.3M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($25.1M, 20.56%), IVV ($18.2M, 14.91%), ITOT ($13.0M, 10.66%), SCHB ($7.6M, 6.20%), SPY ($7.1M, 5.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $25.1M | 20.56% | 78,348 | Trimmed |
| 2 | IVV | ISHARES TR | $18.2M | 14.91% | 27,914 | Trimmed |
| 3 | ITOT | ISHARES TR | $13.0M | 10.66% | 91,479 | Trimmed |
| 4 | SCHB | SCHWAB STRATEGIC TR | $7.6M | 6.20% | 302,141 | Trimmed |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $7.1M | 5.81% | 10,924 | Trimmed |
| 6 | VXUS | VANGUARD STAR FDS | $6.3M | 5.14% | 81,445 | Added |
| 7 | VLU | SPDR SERIES TRUST | $4.6M | 3.75% | 21,344 | Trimmed |
| 8 | VO | VANGUARD INDEX FDS | $4.2M | 3.42% | 14,544 | Trimmed |
| 9 | QQQ | INVESCO QQQ TR | $4.1M | 3.39% | 7,188 | Trimmed |
| 10 | LONZ | PIMCO ETF TR | $3.4M | 2.75% | 68,005 | Trimmed |
| 11 | BOND | PIMCO ETF TR | $3.3M | 2.70% | 35,730 | Trimmed |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $2.9M | 2.41% | 15,355 | Trimmed |
| 13 | IAU | ISHARES GOLD TR | $2.5M | 2.06% | 28,594 | Trimmed |
| 14 | IEFA | ISHARES TR | $1.8M | 1.43% | 19,380 | Added |
| 15 | BND | VANGUARD BD INDEX FDS | $1.6M | 1.33% | 22,097 | Trimmed |
| 16 | GLD | SPDR GOLD TR | $1.4M | 1.16% | 3,289 | Hold |
| 17 | IJH | ISHARES TR | $1.2M | 0.95% | 17,183 | Added |
| 18 | SDY | SPDR SERIES TRUST | $1.1M | 0.91% | 7,623 | Trimmed |
| 19 | MINT | PIMCO ETF TR | $1.1M | 0.90% | 10,955 | Trimmed |
| 20 | VMBS | VANGUARD SCOTTSDALE FDS | $1.1M | 0.89% | 23,192 | Trimmed |
| 21 | PYLD | PIMCO ETF TR | $1.1M | 0.86% | 40,350 | Trimmed |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $992,952 | 0.81% | 4,617 | Trimmed |
| 23 | VGK | VANGUARD INTL EQUITY INDEX F | $895,122 | 0.73% | 10,859 | Trimmed |
| 24 | VOO | VANGUARD INDEX FDS | $896,968 | 0.73% | 1,501 | Added |
| 25 | PLTR | PALANTIR TECHNOLOGIES INC | $780,550 | 0.64% | 5,336 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31