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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 $135,360,894
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 102,355 $24,282,270 17.93%
2.
Schwab Strategic Trust
 FNDF 214,715 $11,953,261 8.83%
3.
Ishares Trust
 IEF 21,231 $10,141,606 7.49%
4.
Pimco Etf Trust
 162,423 $8,199,479 6.05%
5.
Ishares Trust
 IEF 72,298 $7,608,065 5.62%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)