Rocaton Investment Advisors as of Dec. 31, 2017
Portfolio Holdings for Rocaton Investment Advisors
Rocaton Investment Advisors holds 8 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares S&P 500 Index (IVV) | 38.1 | $36M | 135k | 268.85 | |
iShares S&P MidCap 400 Index (IJH) | 16.6 | $16M | 83k | 189.78 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 12.7 | $12M | 144k | 83.83 | |
Vanguard Pacific ETF (VPL) | 10.2 | $9.7M | 210k | 45.91 | |
Vanguard Emerging Markets ETF (VWO) | 9.7 | $9.2M | 201k | 45.91 | |
Vanguard Total Bond Market ETF (BND) | 5.8 | $5.5M | 68k | 81.57 | |
Vanguard Total Stock Market ETF (VTI) | 3.6 | $3.4M | 25k | 137.24 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 3.4 | $3.2M | 49k | 66.09 |