StockDriftsStockDriftsTop 39 Roger Wittlin Investment Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 20.56% | 78.3K | $25.1M | -12.95%(-11.65K) | $224.91(+63.36%) | 2026-03-31 | |
| IVV | ISHARES TR | 14.91% | 27.9K | $18.2M | -2.25%(-642) | $489.34(+53.59%) | 2026-03-31 | |
| ITOT | ISHARES TR | 10.66% | 91.5K | $13.0M | -2.88%(-2.71K) | $100.63(+62.18%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 6.2% | 302.1K | $7.6M | -39.37%(-196.19K) | $16.90(+70.38%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.81% | 10.9K | $7.1M | -14.80%(-1.90K) | $513.32(+45.75%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 5.14% | 81.4K | $6.3M | +73.86%(+34.60K) | $65.75(+29.30%) | 2026-03-31 | |
| VLU | SPDR SERIES TRUST | 3.75% | 21.3K | $4.6M | -10.91%(-2.62K) | $148.88(+56.70%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.42% | 14.5K | $4.2M | -9.72%(-1.57K) | $50.17(+54.51%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.39% | 7.2K | $4.1M | -15.96%(-1.36K) | $339.93(+111.75%) | 2026-03-31 | |
| LONZ | PIMCO ETF TR | 2.75% | 68.0K | $3.4M | -54.47%(-81.34K) | $49.77(-0.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.51% | +46.23% |
| Top 20 Holdings Unweighted | +10.81% | +36.05% |
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