Instuitional Investor - Rosenberg Matthew Hamilton
Fund Profile
Filing Period:
| Fund Name: | Rosenberg Matthew Hamilton |
| Portfolio Value | $462,628,187 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 774,963 | $62,500,730 | 13.51% | |
| 2. | Vanguard Total Stk Mkt - ETF | 145,917 | $47,885,606 | 10.35% | |
| 3. | Jpmorgan Ultra-Short Income Etf - ETF | 658,650 | $33,413,309 | 7.22% | |
| 4. | Vanguard Scottsdale Funds | 389,175 | $32,733,509 | 7.08% | |
| 5. | BND | 374,082 | $29,212,076 | 6.31% |