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Disclosed positions
Roger Wittlin Investment Advisory, LLC: source evidence dated 2026-07-18T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VTI
- Class
- TOTAL STK MKT
- Reported value
- $26,177,569
- Reported amount
- 70,742
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-002657Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $26,177,569 | 70,742 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $20,637,822 | 27,557 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $15,048,377 | 91,607 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $7,899,230 | 10,577 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $6,441,552 | 75,348 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $4,854,356 | 6,592 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $4,673,915 | 58,010 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $3,411,688 | 117,806 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $3,332,332 | 44,131 | SH | None |
| PIMCO ETF TR | BOND | ACTIVE BD ETF | $3,297,420 | 35,759 | SH | None |
| SPDR SERIES TRUST | VLU | ST STR SP1500VT | $3,091,153 | 12,976 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $3,012,825 | 14,160 | SH | None |
| PIMCO ETF TR | LONZ | SR LN ACTIVE ETF | $3,000,152 | 60,842 | SH | None |
| INVESCO EXCH TRADED FD TR II | SPMO | S&P 500 MOMNTM | $2,049,537 | 12,687 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $1,757,130 | 18,193 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $1,620,504 | 4,399 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $1,329,251 | 18,107 | SH | None |
| SPDR SERIES TRUST | SDY | ST STR SP DIV | $1,126,696 | 7,403 | SH | None |
| PIMCO ETF TR | MINT | ENHAN SHRT MA AC | $1,102,958 | 10,940 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $1,097,811 | 4,639 | SH | None |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $1,085,209 | 40,920 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,013,278 | 1,475 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $972,443 | 11,738 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VGK | FTSE EUROPE ETF | $927,073 | 10,470 | SH | None |
| ISHARES TR | LQD | IBOXX INV CP ETF | $758,265 | 6,952 | SH | None |
| VANGUARD SCOTTSDALE FDS | VMBS | MTG-BKD SECS ETF | $746,798 | 15,953 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $632,845 | 22,846 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $622,551 | 5,336 | SH | None |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $584,492 | 12,665 | SH | None |
| PROSHARES TR | PSQ | SHORT QQQ | $576,580 | 23,008 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $511,073 | 5,163 | SH | None |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $436,828 | 8,334 | SH | None |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $394,664 | 12,690 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JIVE | JPMORGAN INTL VL | $390,990 | 4,252 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $382,790 | 10,594 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $362,805 | 12,327 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $350,935 | 981 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $333,815 | 2,126 | SH | None |
| ISHARES TR | UAE | MSCI UAE ETF | $291,930 | 15,356 | SH | None |
| PROLOGIS INC. | PLD | COM | $290,409 | 2,143 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $246,575 | 697 | SH | None |
| SPDR SERIES TRUST | FLRN | ST STR RATE ETF | $203,012 | 6,580 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $200,067 | 1,925 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.