Roger Wittlin Investment Advisory, LLC Historic Quarter Change: USA ETF, Added

Roger Wittlin Investment Advisory, LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Roger Wittlin Investment Advisory, LLC opened 37 positions, added to 145, reduced 180 and sold out of 34.

Q2 2026: Stock ITOT; Country of operation —; Class CORE S&P TTL STK; Shares before 91,479.
Q2 2026: Stock SPMO; Country of operation —; Class S&P 500 MOMNTM; Shares before 5,551.
Q2 2026: Stock VO; Country of operation —; Class MID CAP ETF; Shares before 14,544.
Q2 2026: Stock VIG; Country of operation —; Class DIV APP ETF; Shares before 4,617.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1911328), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-01); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

Quarter	Stock	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2026	ITOT ISHARES TR	CORE S&P TTL STK	91,479	91,607	+128	$13,029,356	$15,048,377	+$2,019,021	2026-07-17
Q2 2026	SPMO INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	5,551	12,687	+7,136	$622,367	$2,049,537	+$1,427,170	2026-07-17
Q2 2026	VO VANGUARD INDEX FDS	MID CAP ETF	14,544	58,010	+43,466	$4,177,001	$4,673,915	+$496,914	2026-07-17
Q2 2026	VIG VANGUARD SPECIALIZED FUNDS	DIV APP ETF	4,617	4,639	+22	$992,952	$1,097,811	+$104,859	2026-07-17
Q2 2026	FNDX SCHWAB STRATEGIC TR	FUNDAMENTAL US L	12,642	12,690	+48	$352,081	$394,664	+$42,583	2026-07-17
Q2 2026	VT VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	2,119	2,126	+7	$293,128	$333,815	+$40,687	2026-07-17
Q2 2026	PYLD PIMCO ETF TR	MULTISECTOR BD	40,350	40,920	+570	$1,057,172	$1,085,209	+$28,037	2026-07-17
Q2 2026	LQD ISHARES TR	IBOXX INV CP ETF	6,703	6,952	+249	$730,623	$758,265	+$27,642	2026-07-17
Q2 2026	IUSB ISHARES TR	CORE UNIVRSL USD	12,534	12,665	+131	$578,968	$584,492	+$5,524	2026-07-17
Q2 2026	AGG ISHARES TR	CORE US AGGBD ET	5,111	5,163	+52	$507,434	$511,073	+$3,639	2026-07-17
Q2 2026	BOND PIMCO ETF TR	ACTIVE BD ETF	35,730	35,759	+29	$3,297,239	$3,297,420	+$181	2026-07-17

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