Instuitional Investor - Rosenberg Matthew Hamilton
Fund Profile
Filing Period:
| Fund Name: | Rosenberg Matthew Hamilton |
| Portfolio Value | $398,766,554 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 685,690 | $46,633,746 | 11.69% | |
| 2. | Vanguard Total Stk Mkt - ETF | 150,537 | $41,373,609 | 10.38% | |
| 3. | Jpmorgan Ultra-Short Income Etf - ETF | 658,768 | $33,353,418 | 8.36% | |
| 4. | BND | 402,513 | $30,820,432 | 7.73% | |
| 5. | Vanguard Scottsdale Funds | 315,333 | $25,781,626 | 6.47% |
