Fund HoldingsRosenberg Matthew Hamilton

Total Portfolio Value
$346.09M
Total Bought
$17.40M
Total Sold
$12.80M
Net Transaction
+$4.60M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ST STR PR SP1500
567,734572,596+4,86233,18436,65810.59%+3,474
VANGUARD TOTAL STK MKT161,646158,900-2,74638,34641,26611.92%+2,921
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
133,955170,748+36,79310,88813,6023.93%+2,714
JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND
ULTRA SHRT ETF
485,804521,371+35,56724,40226,1887.57%+1,787
SCHWAB INTERNATIONAL EQUITY ETF241,811253,594+11,7838,9379,8552.85%+917
ISHARES AMT-FREE MUNI BOND ETF13,05621,077+8,0211,4152,2560.65%+840
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
101,212110,184+8,9729,25010,0732.91%+823
NVIDIA CORPORATION COM(NVDA)1,9931,99309871,8010.52%+814
JPMORGAN BETABUILDERS U.S. EQUITY ETF
BETABUILDRS US
9,10416,488+7,3847821,5550.45%+773
VANGUARD HIGH DIVIDEND YIELD35,65637,601+1,9453,9804,5321.31%+552
VANGUARD INTERMEDIATE-TERM BOND271,196284,452+13,25620,71421,2316.13%+518
JPMORGAN MUNICIPAL ETF
MUNICIPAL ETF
10,28219,718+9,4365249950.29%+471
VANGUARD FTSE DEVELOPED MARKETS ETF160,097162,021+1,9247,6698,0962.34%+428
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
ULTRA SHT MUNCPL
0177,922+177,92209,0012.60%+9,001
SCHWAB U.S. LARGE-CAP ETF98,36894,890-3,4785,5485,8811.70%+333
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
209,138208,388-7507,1137,4352.15%+323
SCHWAB U.S. BROAD MARKET ETF70,37269,626-7463,9184,2401.22%+322
SCHWAB SHORT-TERM US TREASURY ETF104,596110,914+6,3185,0685,3191.54%+252
MICROSOFT(MSFT)7,7577,401-3562,9173,1420.91%+225
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF016,125+16,12501,8550.54%+1,855
MARATHON PETE CORP COM(MPC)03,612+3,61207380.21%+738
VALERO ENERGY CORP COM(VLO)04,668+4,66808060.23%+806
FTAI AVIATION LTD SHS(FTAI)8,1588,15803795530.16%+175
PHILLIPS 66 COM(PSX)6,1185,983-1358159770.28%+163
SPDR ICE PREFERRED SECURITIES ETF
ST STR PFD ETF
043,992+43,99201,5280.44%+1,528
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)3,9663,964-24125610.16%+148
META PLATFORMS INC CL A(META)1,1881,157-314215680.16%+148
JPMORGAN CHASE & CO COM(JPM)5,0165,027+118531,0000.29%+147
FIDELITY WISE ORIGIN BITCOIN FUND(FBTC)02,219+2,21901350.04%+135
ELI LILLY & CO COM(LLY)639667+283735070.15%+135
ALPHABET INC CAP STK CL C(GOOG)11,13610,868-2681,5691,7010.49%+131
EXXON MOBIL CORP COM07,534+7,53408810.25%+881
TOYOTA MOTOR CORP ADS(TM)01,773+1,77304290.12%+429
ISHARES MBS ETF1,3742,703+1,3291292480.07%+118
ISHARES CMBS ETF
CMBS ETF
1,5674,036+2,469731890.05%+115
AMAZON COM INC COM(AMZN)4,6464,503-1437068150.24%+109
BROADCOM INC COM(AVGO)633601-327078120.23%+105
CONOCOPHILLIPS COM(COP)010,605+10,60501,3650.39%+1,365
ABBVIE INC COM(ABBV)03,405+3,40506150.18%+615
NOVO-NORDISK A S ADR(NVO)3,8123,81203944860.14%+92
BERKSHIRE HATHAWAY INC DEL CL B NEW01,747+1,74707340.21%+734
WALMART INC COM(WMT)010,377+10,37706230.18%+623
TARGET CORP COM(TGT)2,5552,531-243644500.13%+86
DELL TECHNOLOGIES INC CL C(DELL)01,809+1,80902160.06%+216
ORACLE CORP COM(ORCL)04,245+4,24505330.15%+533
NUCOR CORP COM(NUE)2,3682,424+564124850.14%+73
CHIPOTLE MEXICAN GRILL INC COM(CMG)12012002743450.10%+71
ISHARES AGGREGATE BOND ETF04,114+4,11403990.12%+399
VANGUARD LONG TERM CORP BOND FD ETF
LG-TERM COR BD
8,4419,647+1,2066777400.21%+64
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
26926902042670.08%+63
ADVANCED MICRO DEVICES INC COM(AMD)2,0081,956-522963590.10%+63
TRACTOR SUPPLY CO COM(TSCO)01,266+1,26603270.09%+327
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
0-5YR HI YL CP
016,800+16,80007080.20%+708
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF7,7198,388+6696877460.22%+58
TENET HEALTHCARE CORP COM NEW(THC)02,000+2,00002090.06%+209
LINDE PLC SHS(LIN)01,059+1,05904910.14%+491
SAP SE SPON ADR(SAP)01,100+1,10002160.06%+216
SPDR GOLD SHARES(GLD)3,2403,24006196730.19%+54
NETFLIX INC COM(NFLX)481463-182342840.08%+50
EATON CORP PLC SHS(ETN)865823-422082570.07%+48
ISHARES S&P U.S. PREFERRED STOCK ETF026,963+26,96308660.25%+866
CITIGROUP INC(C)03,901+3,90102480.07%+248
MICRON TECHNOLOGY INC COM(MU)01,186+1,18601470.04%+147
VERIZON COMMUNICATIONS(VZ)07,313+7,31303090.09%+309
OCCIDENTAL PETE CORP COM(OXY)05,539+5,53903680.11%+368
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
S&P500 EQL WGT
4,2904,278-126777200.21%+43
OMNICOM GROUP INC COM(OMC)2,5872,757+1702242660.08%+42
QUALCOMM INC COM(QCOM)1,4971,49702172570.07%+41
HCA HEALTHCARE INC COM(HCA)0914+91403020.09%+302
AMERICAN EXPRESS CO COM(AXP)1,1401,116-242142540.07%+40
MERCK & CO INC(MRK)03,091+3,09104050.12%+405
BANK AMERICA CORP COM9,2349,348+1143113510.10%+40
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF18,64818,686+381,2401,2800.37%+40
COSTCO WHSL CORP NEW COM(COST)718712-64745140.15%+40
ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF0656+6560510.01%+51
ISHARES SEMICONDUCTOR ETF3601,080+7202072470.07%+39
CONSTELLATION ENERGY CORP COM(CEG)0564+56401050.03%+105
SOUTHERN COPPER CORP COM(SCCO)01,846+1,84601980.06%+198
CORTEVA INC COM(CTVA)02,838+2,83801640.05%+164
MARRIOTT INTL INC NEW CL A(MAR)01,443+1,44303630.10%+363
DANAHER CORPORATION COM(DHR)0952+95202360.07%+236
ONEOK INC NEW COM(OKE)04,119+4,11903280.09%+328
GE AEROSPACE COM NEW(GE)0844+84401480.04%+148
PIONEER NAT RES CO COM01,579+1,57904170.12%+417
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
3,1893,18902673030.09%+36
VANGUARD TAX-EXEMPT BOND ETF0694+6940350.01%+35
CONSTELLATION BRANDS INC CL A(STZ)0842+84202240.06%+224
ALPHABET INC CAP STK CL A(GOOG)02,193+2,19303410.10%+341
PACCAR INC COM(PCAR)01,355+1,35501670.05%+167
FIDELITY MSCI ENERGY INDEX ETF011,394+11,39402970.09%+297
THE CIGNA GROUP COM(CI)0532+53201940.06%+194
STRYKER CORPORATION COM(SYK)0613+61302170.06%+217
FEDEX CORP COM(FDX)01,056+1,05602960.09%+296
BP PLC SPONSORED ADR(BP)011,060+11,06004200.12%+420
HOME DEPOT INC COM(HD)01,753+1,75306450.19%+645
KKR & CO INC COM(KKR)01,367+1,36701370.04%+137
LOWES COS INC COM(LOW)1,5391,503-363433750.11%+32
KROGER CO COM(KR)02,738+2,73801560.05%+156
AUTOZONE INC COM(AZO)053+5301680.05%+168
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF0805+8050860.02%+86
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