Rocaton Investment Advisors as of June 30, 2018
Portfolio Holdings for Rocaton Investment Advisors
Rocaton Investment Advisors holds 5 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares S&P 500 Index (IVV) | 47.4 | $26M | 95k | 273.05 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 21.3 | $12M | 144k | 80.97 | |
Vanguard Emerging Markets ETF (VWO) | 15.5 | $8.5M | 201k | 42.20 | |
Vanguard Total Stock Market ETF (VTI) | 10.2 | $5.6M | 40k | 140.43 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 5.6 | $3.1M | 49k | 63.37 |