Instuitional Investor - Rosenberg Matthew Hamilton
Fund Profile
Filing Period:
| Fund Name: | Rosenberg Matthew Hamilton |
| Portfolio Value | $482,825,315 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 794,032 | $65,507,603 | 13.57% | |
| 2. | Vanguard Total Stk Mkt - ETF | 143,911 | $48,249,065 | 9.99% | |
| 3. | Vanguard Scottsdale Funds | 447,133 | $37,447,389 | 7.76% | |
| 4. | Jpmorgan Ultra-Short Income Etf - ETF | 695,111 | $35,165,660 | 7.28% | |
| 5. | BND | 372,367 | $28,999,954 | 6.01% |