Holdings
Roger Wittlin Investment Advisory, LLC
As of Sep 30, 2026, Roger Wittlin Investment Advisory, LLC reported 45 positions worth US$128M. Largest: Vanguard Morningstar Total Stock Market ETF, iShares Core S&P 500 ETF and iShares Core S&P Total U.S. Stock Market ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF | 71,128 | US$26.6M | new | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 27,966 | US$21.4M | new | Sep 30, 2026 |
| iShares Core S&P Total U.S. Stock Market ETF | 91,068 | US$15.1M | new | Sep 30, 2026 |
| State Street SPDR S&P 500 ETF | 10,163 | US$7.75M | new | Sep 30, 2026 |
| Vanguard Total International Stock ETF | 70,915 | US$6.02M | new | Sep 30, 2026 |
| Vanguard Morningstar Mid-Cap ETF | 58,223 | US$4.57M | new | Sep 30, 2026 |
| Invesco QQQ Trust | 5,824 | US$4.31M | new | Sep 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 18,176 | US$3.78M | new | Sep 30, 2026 |
| Schwab U.S. Broad Market ETF | 118K | US$3.46M | new | Sep 30, 2026 |
| iShares Gold Trust | 42,747 | US$3.34M | new | Sep 30, 2026 |