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Home > Institutional Investor > Roger Wittlin Investment Advisory, Llc > Profile

Instuitional Investor - Roger Wittlin Investment Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Roger Wittlin Investment Advisory, Llc
Portfolio Value $178,553,719
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 122,001 $35,357,725 19.8%
2.
Ishares Trust
 IEF 44,257 $26,053,084 14.59%
3.
Ishares Trust
 IEF 132,051 $16,984,380 9.51%
4.
Pimco Etf Trust
 284,572 $14,541,684 8.14%
5.
Schwab Strategic Trust
 FNDF 624,350 $14,172,763 7.93%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)