Instuitional Investor - Rosenberg Matthew Hamilton
Fund Profile
Filing Period:
| Fund Name: | Rosenberg Matthew Hamilton |
| Portfolio Value | $488,042,111 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 825,503 | $65,264,283 | 13.37% | |
| 2. | Vanguard Total Stk Mkt - ETF | 141,461 | $45,382,127 | 9.3% | |
| 3. | Vanguard Scottsdale Funds | 474,468 | $39,262,227 | 8.04% | |
| 4. | Jpmorgan Ultra-Short Income Etf - ETF | 717,520 | $36,313,681 | 7.44% | |
| 5. | BND | 370,556 | $28,599,524 | 5.86% |
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