Roger Wittlin Investment Advisory, LLC

13F Filings History

Latest 13F report
Q2 2024 - Jul 25, 2024
Value $
$156M
Signature - Title
Roger Wittlin - Managing Member/Investment Advisor Representative
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Roger Wittlin Investment Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Roger Wittlin Investment Advisory, LLC reported 49 stock holdings with total value $156M as of Q2 2024. Top holdings included VTI, IVV, SCHB, ITOT, and LONZ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 49 $156M +$18.7M -$6.97M +$11.7M VTI, IVV, SCHB, ITOT, LONZ 13F-HR 7/25/2024, 03:33 PM
Q1 2024 46 $143M +$16.6M -$12.4M +$4.22M VTI, IVV, SCHB, ITOT, LONZ 13F-HR 5/2/2024, 12:36 PM
Q4 2023 41 $135M +$8.42M -$1.54M +$6.88M VTI, SCHB, IVV, LONZ, ITOT 13F-HR 1/23/2024, 12:11 PM
Q3 2023 39 $118M +$2.63M -$3.78M -$1.15M VTI, SCHB, IVV, LONZ, ITOT 13F-HR 11/14/2023, 08:56 AM
Q2 2023 42 $123M +$15.7M -$7.86M +$7.82M VTI, SCHB, IVV, LONZ, ITOT 13F-HR 7/31/2023, 05:24 PM
Q1 2023 42 $112M +$16.9M -$8.85M +$8.06M VTI, SDY, SCHB, LONZ, IVV 13F-HR 5/12/2023, 09:28 AM
Q4 2022 38 $100M +$92.6M $0 +$92.6M LONZ, SDY, SCHB, IVV, ITOT 13F-HR 2/10/2023, 04:25 PM
Q3 2022 17 $3.04M +$593K -$90.4M -$89.8M SDY, SPY, VIG, AGG, VO 13F-HR 10/25/2022, 03:38 PM
Q2 2022 29 $101M +$42.8M -$35.4M +$7.39M BOND, SCHB, VTI, VO, SDY 13F-HR 7/25/2022, 10:46 AM
Q1 2022 24 $109M +$9.13M -$16.2M -$7.1M VTI, VO, BND, IVV, IEFA 13F-HR 5/16/2022, 09:42 AM
Q4 2021 26 $127M $0 $0 VTI, VO, BND, IVV, IEFA 13F-HR 2/18/2022, 09:57 AM