Rosenberg Matthew Hamilton: 13F holdings

CIK 18121032026Q2

Positions792
Reported value$536.8m
Filed2026-07-17

Change since last quarter

Positions792 (-7 vs prior quarter)
Reported value$536.8m (+10.0%)

Top 10 holdings

SecuritySharesValueWeight
SPYM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF858,575$78.0m14.5%
VTI VANGUARD TOTAL STK MKT140,063$51.8m9.7%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF523,636$43.3m8.1%
JPST JPMORGAN ULTRA-SHORT INCOME ETF681,739$34.5m6.4%
SCHF SCHWAB INTERNATIONAL EQUITY ETF985,699$27.3m5.1%
BIV VANGUARD INTERMEDIATE-TERM BOND337,688$25.9m4.8%
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF262,671$13.4m2.5%
EWU STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF259,321$13.1m2.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF153,827$11.0m2.0%
JMUB JPMORGAN MUNICIPAL ETF210,875$10.7m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1812103")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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