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GOOG has hit a 52 week high
Google annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
NOC has hit a 52 week high
Northrop Grumman annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
TSLA is down 2%
Tesla is down 2% today after the company annnouced they will be delaying the new model 3.
MSFT has hit a 52 week high
Microsoft annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.

Roger Wittlin Investment Advisory, Llc

13F Holdings
Filed: 2025-05-01
Portfolio Value
170.89M arrow_downward -4.29%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001911328
Filing Date
2025-05-01 10:55:10
Address
1000 Green Street
San Francisco
CA
Prior Value
178.55M
Top 10 Holdings %
lock
Portfolio Value
Roger Wittlin Investment Advisory, Llc
(13F - 2025-03-31)
Vanguard Index Fds
VTI
2025-05-01
Value
32.31M
Shares
117.55K
Portfolio %
18.91%
Ishares Tr
IVV
2025-05-01
Value
23.99M
Shares
42.70K
Portfolio %
14.04%
Ishares Tr
ITOT
2025-05-01
Value
16.02M
Shares
131.29K
Portfolio %
9.37%
Pimco Etf Tr
LONZ
2025-05-01
Value
14.67M
Shares
291.13K
Portfolio %
8.58%
Schwab Strategic Tr
SCHB
2025-05-01
Value
13.35M
Shares
619.92K
Portfolio %
7.81%
Spdr S&p 500 Etf Tr
SPY
2025-05-01
Value
10.31M
Shares
18.43K
Portfolio %
6.03%
Spdr Ser Tr
VLU
2025-05-01
Value
7.48M
Shares
40.67K
Portfolio %
4.37%
Invesco Qqq Tr
QQQ
2025-05-01
Value
6.19M
Shares
13.20K
Portfolio %
3.62%
Vanguard Index Fds
VO
2025-05-01
Value
5.03M
Shares
19.47K
Portfolio %
2.95%
Invesco Exchange Traded Fd T
RSP
2025-05-01
Value
4.51M
Shares
26.01K
Portfolio %
2.64%
Top Increases | Roger Wittlin Investment Advisory, Llc
(2024-12-31 → 2025-03-31)
Vanguard Star Fds
VXUS
2025-05-01
Value Change
arrow_upward 868.01K
Shares
arrow_upward 11.92K
Portfolio % Change
arrow_upward 0.57%
Portfolio %
1.90%
Pimco Etf Tr
MINT
2025-05-01
Value Change
arrow_upward 697.24K
Shares
arrow_upward 6.86K
Portfolio % Change
arrow_upward 0.47%
Portfolio %
1.87%
Pimco Etf Tr
LONZ
2025-05-01
Value Change
arrow_upward 126.72K
Shares
arrow_upward 6.55K
Portfolio % Change
arrow_upward 0.44%
Portfolio %
8.58%
Spdr Ser Tr
VLU
2025-05-01
Value Change
arrow_upward -19961.00
Shares
arrow_upward -59.00
Portfolio % Change
arrow_upward 0.18%
Portfolio %
4.37%
Pimco Etf Tr
PYLD
2025-05-01
Value Change
arrow_upward 186.76K
Shares
arrow_upward 5.86K
Portfolio % Change
arrow_upward 0.16%
Portfolio %
1.25%
Pimco Etf Tr
BOND
2025-05-01
Value Change
arrow_upward 102.30K
Shares
arrow_upward 159.00
Portfolio % Change
arrow_upward 0.16%
Portfolio %
2.32%
Spdr Gold Tr
GLD
2025-05-01
Value Change
arrow_upward 139.12K
Shares
arrow_upward -74.00
Portfolio % Change
arrow_upward 0.10%
Portfolio %
0.58%
Vanguard Bd Index Fds
BND
2025-05-01
Value Change
arrow_upward 65.24K
Shares
arrow_upward 229.00
Portfolio % Change
arrow_upward 0.09%
Portfolio %
1.36%
Palantir Technologies Inc
PLTR
2025-05-01
Value Change
arrow_upward 105.05K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.08%
Portfolio %
0.59%
Spdr Ser Tr
SDY
2025-05-01
Value Change
arrow_upward 50.14K
Shares
arrow_upward 15.00
Portfolio % Change
arrow_upward 0.07%
Portfolio %
1.07%
Top Decreases | Roger Wittlin Investment Advisory, Llc
(2024-12-31 → 2025-03-31)
Vanguard World Fd
VHT
2025-05-01
Value Change
arrow_downward -13748.00
Shares
arrow_downward -89.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.12%
Rubrik Inc.
RBRK
2025-05-01
Value Change
arrow_downward -25714.00
Shares
arrow_downward -41.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.19%
Ishares Tr
ICSH
2025-05-01
Value Change
arrow_downward -46407.00
Shares
arrow_downward -991.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.39%
Schwab Strategic Tr
SCHA
2025-05-01
Value Change
arrow_downward -40390.00
Shares
arrow_downward 40.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.23%
Ishares Tr
IJH
2025-05-01
Value Change
arrow_downward -129034.00
Shares
arrow_downward 94.00
Portfolio % Change
arrow_downward 0.02%
Portfolio %
1.16%
Ishares Tr
LQD
2025-05-01
Value Change
arrow_downward -93315.00
Shares
arrow_downward -1026.00
Portfolio % Change
arrow_downward 0.03%
Portfolio %
0.57%
Spdr Ser Tr
FLRN
2025-05-01
Value Change
arrow_downward -93443.00
Shares
arrow_downward -3094.00
Portfolio % Change
arrow_downward 0.04%
Portfolio %
0.33%
Ishares Tr
IGSB
2025-05-01
Value Change
arrow_downward -115288.00
Shares
arrow_downward -2451.00
Portfolio % Change
arrow_downward 0.04%
Portfolio %
0.52%
Ishares Tr
IWN
2025-05-01
Value Change
arrow_downward -225754.00
Shares
arrow_downward -1094.00
Portfolio % Change
arrow_downward 0.11%
Portfolio %
0.31%
Schwab Strategic Tr
SCHB
2025-05-01
Value Change
arrow_downward -825861.00
Shares
arrow_downward -4429.00
Portfolio % Change
arrow_downward 0.13%
Portfolio %
7.81%
Roger Wittlin Investment Advisory, Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date