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本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR

Rocaton Investment Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2018-09-30)

Rocaton Investment Advisors, LLC (CIK 1758154) reported $36.6M across 3 reported positions in its SEC 13F filing for 2018-09-30. Largest positions: IVV ($27.7M, 75.78%), VTI ($5.6M, 15.35%), IEFA ($3.2M, 8.87%), BIV ($0, 0.00%), VWO ($0, 0.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVIVV$27.7M75.78%94,757Hold
2VTIVTI$5.6M15.35%37,546Trimmed
3IEFAIEFA$3.2M8.87%50,638Added
4BIVBIV$00.00%0Exited
5VWOVWO$00.00%0Exited

来源:SEC 13F 申报文件 · 截至 2018-09-30