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  Name: Roger Wittlin Investment Advisory LLC
  City: San Francisco
  State: CA
  Zip: 94133
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $142,604,000
  Total Value Change : $7,242,000
  Securities Held Change : 5
   
All Securities Held : 46
  New Positions : 9
  Closed Positions : 4
  Increased Positions : 17
  Unchanged Positions : 2
  Decreased Positions : 18

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 29 - $223.66 $676,000 3,287 0.47% 48,000 0 0.001    Closed - End Fund - E...
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 35 - $21.76 $321,000 13,956 0.23% 81,000 0 0.001    N/A

      2 Records Found
  1    
Page 1 of 1
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