Rosenberg Matthew Hamilton
CIK Number: 0001812103
382.18M
Market Value
786
# of Holdings
13 months
Avg. Holding Period
72.87%
Win Rate
8.66%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total ... | 299.93 | -0.05% | 157.21K | +11.15% | 44.52M | 179.11 | 11.65% | |
| 2 | Spdr Portfolio ... | 73.81 | -0.07% | 594.86K | +13.23% | 41.68M | 43.58 | 10.90% | |
| 3 | Jpmorgan Ultra-... | 50.49 | +0.01% | 601.78K | +10.44% | 30.53M | 50.3 | 7.99% | |
| 4 | Vanguard Interm... | 75.60 | -0.40% | 365.63K | +6.60% | 28.65M | 73.19 | 7.50% | |
| 5 | Vanguard Interm... | 81.35 | -0.36% | 249.17K | +18.31% | 20.87M | 78.97 | 5.46% |
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