CIK 1812103
Rosenberg Matthew Hamilton
Institutional 13F holdings & portfolio
Holdings
803
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 803
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 794K | $1M+ | SH |
| VTI | VANGUARD TOTAL STK MKT | 144K | $1M+ | SH |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 447K | $1M+ | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 695K | $1M+ | SH |
| BIV | VANGUARD INTERMEDIATE-TERM BOND | 372K | $1M+ | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 915K | $1M+ | SH |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 266K | $1M+ | SH |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 241K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 157K | $1M+ | SH |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 363K | $1M+ | SH |
| JMUB | JPMORGAN MUNICIPAL ETF | 162K | $1M+ | SH |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | 63K | $1M+ | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 278K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD | 40K | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 76K | $1M+ | SH |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 90K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 23K | $1M+ | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 155K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 11K | $1M+ | SH |
| MSFT | MICROSOFT | 7K | $1M+ | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 38K | $1M+ | SH |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 113K | $1M+ | SH |
| AAPL | APPLE INC | 12K | $1M+ | SH |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | 95K | $1M+ | SH |
| MUB | ISHARES AMT-FREE MUNI BOND ETF | 25K | $1M+ | SH |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 47K | $1M+ | SH |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 22K | $1M+ | SH |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | 80K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 6K | $1M+ | SH |
| VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | 24K | $1M+ | SH |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 19K | $1M+ | SH |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 39K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 6K | $1M+ | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 22K | $1M+ | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 11K | $1M+ | SH |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 67K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 29K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 13K | $1M+ | SH |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 14K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 5K | $1M+ | SH |
| SLV | ISHARES SILVER TRUST | 21K | $1M+ | SH |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 29K | $1M+ | SH |
| MBB | ISHARES MBS ETF | 13K | $1M+ | SH |
| WMT | WALMART INC COM | 11K | $1M+ | SH |
| CMBS | ISHARES CMBS ETF | 24K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 5K | $1M+ | SH |
| GLD | SPDR GOLD SHARES | 3K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 7K | $1M+ | SH |
| PFF | ISHARES S&P U.S. PREFERRED STOCK ETF | 33K | $1M+ | SH |