Rosenberg Matthew Hamilton
CIK Number: 0001812103
Main Sectors:
Top Industries:
Filing Date: Jul 28, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR Portfolio ... | 81.00 | +0.07% | 783.65K | +14.29% | 58.69M | 50.45 | 13.65% | Share |
| 2 | VTI | Vanguard Total ... | 329.77 | +0.14% | 156.26K | +3.80% | 47.49M | 183.68 | 11.05% | Share |
| 3 | JPST | JPMorgan Ultra-... | 50.59 | +0.04% | 605.36K | -8.11% | 30.68M | 50.32 | 7.13% | Share |
| 4 | BIV | Vanguard Interm... | 78.17 | +0.10% | 375.08K | -6.82% | 29.01M | 73.44 | 6.75% | Share |
| 5 | VCIT | Vanguard Interm... | 84.16 | +0.11% | 313.3K | -0.65% | 25.98M | 79.41 | 6.04% | Share |
| 6 | SCHF | Schwab Internat... | 23.52 | +0.23% | 838.6K | +7.33% | 18.53M | 18.48 | 4.31% | Share |
| 7 | JMST | JPMorgan Ultra-... | 50.91 | +0.02% | 220.64K | +6.00% | 11.24M | 50.63 | 2.61% | Share |
| 8 | SPDW | SPDR Portfolio ... | 43.20 | +0.17% | 244.61K | +5.13% | 9.9M | 27.75 | 2.30% | Share |
| 9 | VEA | Vanguard Develo... | 60.50 | +0.22% | 159.03K | -2.23% | 9.07M | 39.9 | 2.11% | Share |
| 10 | BBUS | JPMorgan BetaBu... | 121.25 | +0.09% | 64.34K | +121.38% | 7.2M | 102.1 | 1.67% | Share |
| 11 | SCHX | Schwab U.S. Lar... | 26.50 | +0.21% | 290.33K | -3.11% | 7.1M | 16.01 | 1.65% | Share |
| 12 | SCHO | Schwab Short-Te... | 24.36 | -0.02% | 242.66K | -21.12% | 5.92M | 24.17 | 1.38% | Share |
| 13 | VYM | Vanguard High D... | 140.88 | -0.14% | 39.6K | +1.44% | 5.28M | 97.76 | 1.23% | Share |
| 14 | SLQD | iShares 0-5 Yea... | 50.73 | -0.01% | 93.52K | -10.26% | 4.73M | 50.36 | 1.10% | Share |
| 15 | BIL | SPDR Bloomberg ... | 91.46 | +0.01% | 48.88K | -24.16% | 4.48M | 91.75 | 1.04% | Share |
| 16 | IEMG | iShares Core MS... | 66.76 | +0.48% | 71.11K | +1.00% | 4.27M | 51.22 | 0.99% | Share |
| 17 | SCHB | Schwab U.S. Bro... | 25.84 | +0.14% | 157.82K | -19.85% | 3.76M | 15.52 | 0.87% | Share |
| 18 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 7.24K | -4.47% | 3.6M | 255.5 | 0.84% | Share |
| 19 | SPSB | SPDR Portfolio ... | 30.21 | -0.02% | 118.23K | -6.77% | 3.57M | 30.61 | 0.83% | Share |
| 20 | NVDA | NVIDIA Corporat... | 188.89 | +0.88% | 21.64K | +0.14% | 3.42M | 26.73 | 0.79% | Share |
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