Rocaton Investment Advisors as of March 31, 2018
Portfolio Holdings for Rocaton Investment Advisors
Rocaton Investment Advisors holds 6 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares S&P 500 Index (IVV) | 43.5 | $25M | 96k | 265.37 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 20.1 | $12M | 144k | 81.77 | |
Vanguard Emerging Markets ETF (VWO) | 16.2 | $9.4M | 201k | 46.98 | |
Vanguard Total Bond Market ETF (BND) | 9.2 | $5.4M | 68k | 79.93 | |
Vanguard Total Stock Market ETF (VTI) | 5.5 | $3.2M | 24k | 135.72 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 5.5 | $3.2M | 49k | 65.89 |