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| Name: |
Roger Wittlin Investment Advisory LLC |
| City: |
San Francisco |
| State: |
CA |
| Zip: |
94133 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FLRN |
Spdr Barclays Investment Gr... |
24 |
New |
$30.88 |
$1,077,000 |
34,924 |
0.76% |
1,077,000 |
34,924 |
0.045 |
N/A |
|
|
FNDF |
Schwab Fundamental Internat... |
27 |
New |
$36.25 |
$812,000 |
22,795 |
0.57% |
812,000 |
22,795 |
0.001 |
N/A |
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PYLD |
Pimco Multisector Bond Acti... |
28 |
New |
$25.58 |
$734,000 |
28,477 |
0.51% |
734,000 |
28,477 |
0.032 |
N/A |
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SCHF |
Schwab Strategic Trust |
31 |
New |
$39.41 |
$655,000 |
16,797 |
0.46% |
655,000 |
16,797 |
0.002 |
Closed - End Fund - Debt |
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MSFT |
Microsoft Corp |
32 |
New |
$415.13 |
$349,000 |
829 |
0.24% |
349,000 |
829 |
0 |
Application Software |
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AAPL |
Apple Inc |
37 |
New |
$192.25 |
$277,000 |
1,618 |
0.19% |
277,000 |
1,618 |
0 |
Personal Computers |
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AMZN |
Amazon.com Inc |
42 |
New |
$176.44 |
$225,000 |
1,247 |
0.16% |
225,000 |
1,247 |
0 |
Internet Software & S... |
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NVDA |
NVIDIA Corporation |
43 |
New |
$1,096.33 |
$223,000 |
247 |
0.16% |
223,000 |
247 |
0 |
Semiconductor - Speci... |
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GOOGL |
Alphabet Inc |
44 |
New |
$172.50 |
$219,000 |
1,449 |
0.15% |
219,000 |
1,449 |
0 |
Search Engines & Info... |
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