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Home > Institutional Investor > Rocaton Investment Advisors, Llc > Profile

Instuitional Investor - Rocaton Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Rocaton Investment Advisors, Llc
Portfolio Value $36,602,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 94,757 $27,738,000 75.78%
2.
Vti
 37,546 $5,619,000 15.35%
3.
Iefa
 50,638 $3,245,000 8.86%
4.
Vanguard Intl Equity Index Funds
 VWO 0 $0 0%
5.
Vanguard Bond Index Funds
 BND 0 $0 0%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)