Instuitional Investor - Rosenberg Matthew Hamilton
Fund Profile
Filing Period:
| Fund Name: | Rosenberg Matthew Hamilton |
| Portfolio Value | $429,987,828 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 783,651 | $58,687,590 | 13.65% | |
| 2. | Vanguard Total Stk Mkt - ETF | 156,264 | $47,493,339 | 11.05% | |
| 3. | Jpmorgan Ultra-Short Income Etf - ETF | 605,364 | $30,679,842 | 7.14% | |
| 4. | BND | 375,078 | $29,008,545 | 6.75% | |
| 5. | Vanguard Scottsdale Funds | 313,298 | $25,978,670 | 6.04% |
