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Home > Institutional Investor > Rosenberg Matthew Hamilton > Profile

Instuitional Investor - Rosenberg Matthew Hamilton

Fund Profile
Filing Period:
Fund Name: Rosenberg Matthew Hamilton
Portfolio Value $558,480,794
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 897,808 $82,643,200 14.8%
2.
Vanguard Total Stk Mkt - ETF
 139,230 $52,105,462 9.33%
3.
Vanguard Scottsdale Funds
 VCIT 537,523 $42,093,454 7.54%
4.
Jpmorgan Ultra-Short Income Etf - ETF
 723,286 $36,431,940 6.52%
5.
Schwab Strategic Trust
 SCHD 1,047,514 $28,775,223 5.15%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.