SEC Form 13F

Roger Wittlin Investment Advisory, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-18
Reported value$127,277,705
Positions43

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$26,177,56970,742
ISHARES TRIVVCORE S&P500 ETF$20,637,82227,557
ISHARES TRITOTCORE S&P TTL STK$15,048,37791,607
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$7,899,23010,577
VANGUARD STAR FDSVXUSVG TL INTL STK F$6,441,55275,348
INVESCO QQQ TRQQQUNIT SER 1$4,854,3566,592
VANGUARD INDEX FDSVOMID CAP ETF$4,673,91558,010
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$3,411,688117,806
ISHARES GOLD TRIAUISHARES NEW$3,332,33244,131
PIMCO ETF TRBONDACTIVE BD ETF$3,297,42035,759

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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