Instuitional Investor - Rosenberg Matthew Hamilton
Fund Profile
Filing Period:
| Fund Name: | Rosenberg Matthew Hamilton |
| Portfolio Value | $384,849,884 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 624,390 | $44,600,145 | 11.58% | |
| 2. | Vanguard Total Stk Mkt - ETF | 153,768 | $44,563,525 | 11.57% | |
| 3. | Jpmorgan Ultra-Short Income Etf - ETF | 627,510 | $31,607,673 | 8.21% | |
| 4. | BND | 378,967 | $28,320,186 | 7.35% | |
| 5. | Vanguard Scottsdale Funds | 278,929 | $22,389,631 | 5.81% |
