Instuitional Investor - Rosenberg Matthew Hamilton
Fund Profile
Filing Period:
| Fund Name: | Rosenberg Matthew Hamilton |
| Portfolio Value | $325,097,014 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Total Stk Mkt | 161,646 | $38,345,754 | 11.79% | |
| 2. | Spdr Series Trust | 567,734 | $33,184,026 | 10.2% | |
| 3. | Jpmorgan Ultra-Short Income Etf | 485,804 | $24,401,935 | 7.5% | |
| 4. | BND | 271,196 | $20,713,932 | 6.37% | |
| 5. | Vanguard Scottsdale Funds | 133,955 | $10,887,862 | 3.34% |
