Rosenberg Matthew Hamilton
CIK Number: 0001812103
384.85M
Market Value
785
# of Holdings
14 months
Avg. Holding Period
72.96%
Win Rate
1.52%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total ... | 293.69 | +1.83% | 157.21K | +11.15% | 44.52M | 179.11 | 11.65% | |
| 2 | Spdr Portfolio ... | 72.35 | +1.87% | 594.86K | +13.23% | 41.68M | 43.58 | 10.90% | |
| 3 | Jpmorgan Ultra-... | 50.47 | +0.07% | 601.78K | +10.44% | 30.53M | 50.3 | 7.99% | |
| 4 | Vanguard Interm... | 74.50 | +0.90% | 365.63K | +6.60% | 28.65M | 73.19 | 7.50% | |
| 5 | Vanguard Interm... | 79.98 | +0.92% | 249.17K | +18.31% | 20.87M | 78.97 | 5.46% |
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