RI
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Rocaton Investment Advisors, LLC13F | |
Rocaton Investment Advisors, LLC | |
Last update 2018-11-15 | 3 Stocks (0 new) |
Value $37.00 Mil | Turnover 0 % |
Portfolio Report |
Rocaton Investment Advisors, L... Top Holdings of 2018-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 94,757 | 27738.000 | 0% | 75.780 | 0% | 0.010 | +11.39% | +21.32% | 545867.438 | ||
VTI | Vanguard Total Stock Market ETF | 37,546 | 5619.000 | -5.15% | 15.350 | -0.52% | 0.000 | +11.80% | +20.27% | 423658.824 | ||
IEFA | iShares Core MSCI EAFE ETF | 50,638 | 3245.000 | +4.32% | 8.870 | +0.37% | 0.000 | +6.63% | +6.24% | 122907.431 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 0 | 0.000 | Sold Out | 0.000 | -21.29% | 0.000 | -2.22% | -0.77% | 18819.192 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 0 | 0.000 | Sold Out | 0.000 | -15.54% | 0.000 | +13.15% | +15.35% | 79711.432 |
Rocaton Investment Advisors, LLC's Historical Top Holdings Breakdowns
Rocaton Investment Advisors, LLC Total Holding History ($B)
Rocaton Investment Advisors, LLC's Asset Allocation
Rocaton Investment Advisors, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Rocaton Investment Advisors, LLC's Hypothetical Growth since 2018-09-30
Rocaton Investment Advisors, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Rocaton Investment Advisors, LLC's Holdings Heat Map
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Rocaton Investment Advisors, LLC's Holdings Bubble Chart
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