0001606587-22-001174.txt : 20220516 0001606587-22-001174.hdr.sgml : 20220516 20220516094238 ACCESSION NUMBER: 0001606587-22-001174 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Roger Wittlin Investment Advisory, LLC CENTRAL INDEX KEY: 0001911328 IRS NUMBER: 822945830 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22286 FILM NUMBER: 22926106 BUSINESS ADDRESS: STREET 1: 1000 GREEN STREET STREET 2: PH 1 CITY: SAN FRANCISCO STATE: CA ZIP: 94133 BUSINESS PHONE: 415-696-4044 MAIL ADDRESS: STREET 1: 1000 GREEN STREET STREET 2: PH 1 CITY: SAN FRANCISCO STATE: CA ZIP: 94133 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001911328 XXXXXXXX 03-31-2022 03-31-2022 false Roger Wittlin Investment Advisory, LLC

1000 Green Street PH 1 San Francisco CA 94133

13F HOLDINGS REPORT 028-22286 N Roger Wittlin 415-696-4044 Roger Wittlin San Francisco CA 05-13-2022 0 24 108598 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE BLACKROCK ULTRA SHORT BLACKROCK ULTRA 46434V878 5095 101611 SH SOLE NONE 0 0 101611 INVESCO QQQ TRUST UNIT SER 1 46090E103 6091 16803 SH SOLE NONE 0 0 16803 INVESCO SENIOR LOAN ETF SR LN ETF 46138G508 1706 78395 SH SOLE NONE 0 0 78395 ISHARES 20 PLS YEAR 20 YR TR BD ETF 464287432 2762 20914 SH SOLE NONE 0 0 20914 ISHARES CORE MSCI EAFE CORE MSCI EAFE 46432F842 6579 94659 SH SOLE NONE 0 0 94659 ISHARES CORE S&P 500 CORE S&P500 ETF 464287200 7871 17350 SH SOLE NONE 0 0 17350 ISHARES MSCI EAFE GROWTH EAFE GRWTH ETF 464288885 2193 22784 SH SOLE NONE 0 0 22784 ISHARES US TREASURY BOND US TREAS BD ETF 46429B267 815 32727 SH SOLE NONE 0 0 32727 PALANTIR TECHNOLOGIES IN CL A 69608A108 217 15810 SH SOLE NONE 0 0 15810 SCHWAB US SMALL CAP ETF US SML CAP ETF 808524607 3075 64930 SH SOLE NONE 0 0 64930 SPDR GOLD SHARES ETF GOLD SHS 78463V107 545 3018 SH SOLE NONE 0 0 3018 UBER TECHNOLOGIES INC COM 90353T100 745 20900 SH SOLE NONE 0 0 20900 VANGUARD DIVIDEND DIV APP ETF 921908844 6346 39135 SH SOLE NONE 0 0 39135 VANGUARD FINANCIALS ETF FINANCIALS ETF 92204A405 686 7354 SH SOLE NONE 0 0 7354 VANGUARD FTSE EUROPE FTSE EUROPE ETF 922042874 5281 84805 SH SOLE NONE 0 0 84805 VANGUARD HEALTH CARE HEALTH CAR ETF 92204A504 507 1996 SH SOLE NONE 0 0 1996 VANGUARD INTERMEDIATE INT-TERM CORP 92206C870 488 5674 SH SOLE NONE 0 0 5674 VANGUARD INTRMDIAT TRM INTER TERM TREAS 92206C706 486 7740 SH SOLE NONE 0 0 7740 VANGUARD MID CAP ETF MID CAP ETF 922908629 14390 60506 SH SOLE NONE 0 0 60506 VANGUARD MORTGAGE BACKED MTG-BKD SECS ETF 92206C771 365 7292 SH SOLE NONE 0 0 7292 VANGUARD SHRT INF PROT STRM INFPROIDX 922020805 6281 122655 SH SOLE NONE 0 0 122655 VANGUARD TOTAL BOND TOTAL BND MRKT 921937835 8968 112754 SH SOLE NONE 0 0 112754 VANGUARD TOTAL STOCK TOTAL STK MKT 922908769 26865 118002 SH SOLE NONE 0 0 118002 VGRD FTSE ALL WRLD EX US FTSE SMCAP ETF 922042718 241 1952 SH SOLE NONE 0 0 1952