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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 $179,392,549
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 116,863 $35,518,321 19.8%
2.
Ishares Trust
 IEF 41,142 $25,545,377 14.24%
3.
Ishares Trust
 IEF 112,275 $15,161,584 8.45%
4.
Schwab Strategic Trust
 FNDF 620,688 $14,790,992 8.25%
5.
Pimco Etf Trust
 251,519 $12,825,713 7.15%
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)