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Rocaton Investment Advisors, LLC

13F
Rocaton Investment Advisors, LLC
Last update 2018-11-15 3 Stocks (0 new)
Value $37.00 Mil Turnover 0 %
Countries:
Top Holdings:
Portfolio Report
Rocaton Investment Advisors, L... Top Holdings of 2018-09-30 View Full List
Ticker
IVV
VTI
IEFA
BIV
VWO
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
+11.88%
+25.58%
565784.630
 
VTI
Vanguard Total Stock Market ETF
37,546
5619.000
-5.15%
15.350
-0.52%
0.000
+12.80%
+24.93%
418831.486
 
IEFA
iShares Core MSCI EAFE ETF
50,638
3245.000
+4.32%
8.870
+0.37%
0.000
+0.72%
+3.01%
119187.736
 
BIV
Vanguard Intermediate-Term Bond ETF
0
0.000
Sold Out
0.000
-21.29%
0.000
-2.39%
-1.44%
18566.819
 
VWO
Vanguard FTSE Emerging Markets ETF
0
0.000
Sold Out
0.000
-15.54%
0.000
+4.55%
+11.27%
76200.470
 

Rocaton Investment Advisors, LLC's Historical Top Holdings Breakdowns

Rocaton Investment Advisors, LLC Total Holding History ($B)

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Rocaton Investment Advisors, LLC's Asset Allocation

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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 %

Rocaton Investment Advisors, LLC's Holdings Heat Map

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