Fund Holdings

Rosenberg Matthew Hamilton

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF825,503858,575+33,07265,264,28377,950,04214.52%+12,685,759
VANGUARD TOTAL STK MKT141,461140,063-1,39845,382,12751,828,9399.66%+6,446,812
SCHWAB INTERNATIONAL EQUITY ETF923,441985,699+62,25822,855,17227,303,8705.09%+4,448,698
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF474,468523,636+49,16839,262,22743,278,5158.06%+4,016,288
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF237,100259,321+22,22110,823,62413,067,1952.43%+2,243,571
EXXONMOBIL HOLDINGS CORP COM SHS013,466+13,46601,841,0980.34%+1,841,098
ISHARES CORE MSCI EMERGING MARKETS ETF76,63785,504+8,8675,345,4317,083,1511.32%+1,737,720
JPMORGAN BETABUILDERS U.S. EQUITY ETF66,03569,850+3,8157,737,9819,410,1921.75%+1,672,211
GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF32015,641+15,32127,0911,476,8230.28%+1,449,732
JPMORGAN MUNICIPAL ETF185,564210,875+25,3119,276,34410,681,8731.99%+1,405,529
VANGUARD FTSE DEVELOPED MARKETS ETF155,021153,827-1,1949,933,72510,960,1512.04%+1,026,426
MICRON TECHNOLOGY INC COM(MU)1,2041,2040406,7591,389,7650.26%+983,006
ADVANCED MICRO DEVICES INC COM(AMD)1,9782,189+211402,3851,271,6120.24%+869,227
SCHWAB U.S. LARGE-CAP ETF273,018265,490-7,5287,000,1927,813,3821.46%+813,190
ALPHABET INC CAP STK CL C(GOOG)11,76611,676-903,375,1954,125,4810.77%+750,286
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)5,0615,149+881,710,3652,459,0080.46%+748,643
NVIDIA CORPORATION COM(NVDA)22,71423,468+7543,961,3224,695,7190.87%+734,397
CATERPILLAR INC COM(CAT)1,5961,685+891,130,7021,794,3740.33%+663,672
APPLE INC(AAPL)12,32012,805+4853,126,7753,705,3480.69%+578,573
SCHWAB U.S. BROAD MARKET ETF145,657145,486-1713,655,9914,213,2750.78%+557,284
BROADCOM INC COM(AVGO)5,6635,736+731,752,7552,166,7740.40%+414,019
ISHARES HIGH YIELD MUNI ACTIVE ETF8,98516,504+7,519431,100821,8990.15%+390,799
ASTRAZENECA PLC ORD(AZN)02,051+2,0510388,9110.07%+388,911
DELL TECHNOLOGIES INC CL C(DELL)1,4061,4060230,767606,6330.11%+375,866
VANGUARD HIGH DIVIDEND YIELD39,57239,417-1555,860,6136,229,0691.16%+368,456
ISHARES SEMICONDUCTOR ETF1,1631,1630382,232745,2040.14%+362,972
STATE STREET SPDR ICE PREFERRED SECURITIES ETF102,305114,610+12,3053,155,0873,499,0440.65%+343,957
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF51,52359,273+7,7502,179,9382,513,7680.47%+333,830
ELI LILLY & CO COM(LLY)650748+98597,851897,1740.17%+299,323
CISCO SYS INC COM(CSCO)6,3466,692+346492,386786,0420.15%+293,656
SCHWAB MUNICIPAL BOND ETF011,013+11,0130284,3560.05%+284,356
INTEL CORP COM(INTC)2,0362,610+57489,849364,4340.07%+274,585
APPLIED MATLS INC COM7097090242,329512,6070.10%+270,278
ASML HLDG NV N Y REGISTRY SHS330350+20435,874696,3040.13%+260,430
GOLDMAN SACHS GROUP INC(GS)1,0281,108+80869,6781,120,5980.21%+250,920
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF11,48811,480-81,636,2361,885,8200.35%+249,584
JPMORGAN CHASE & CO COM(JPM)6,1596,292+1331,811,7312,059,5600.38%+247,829
ALPHABET INC CAP STK CL A(GOOG)2,4112,607+196693,307931,6640.17%+238,357
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF22,43324,062+1,6292,107,1322,320,5400.43%+213,408
LAM RESEARCH CORP COM NEW(LRCX)9399390200,627406,8970.08%+206,270
MORGAN STANLEY COM NEW(MS)3,9164,067+151644,456850,1660.16%+205,710
AMAZON COM INC COM(AMZN)4,9225,164+2421,025,1051,230,7880.23%+205,683
UNITEDHEALTH GROUP INC COM(UNH)1,3701,374+4370,708571,0760.11%+200,368
KNIGHT-SWIFT TRANSN HLDGS INC CL A(KNX)02,460+2,4600191,5600.04%+191,560
CITIGROUP INC(C)5,0855,473+388576,690766,0110.14%+189,321
AMERICAN EXPRESS CO COM(AXP)1,2951,697+402391,712574,0100.11%+182,298
GE AEROSPACE COM NEW(GE)2,2302,181-49632,675814,9320.15%+182,257
ABBVIE INC COM(ABBV)3,9944,135+141868,7011,040,5850.19%+171,884
HONEYWELL INTL INC COM0755+7550169,0450.03%+169,045
HONEYWELL AEROSPACE INC COM0755+7550166,9150.03%+166,915
ISHARES CMBS ETF27,43430,714+3,2801,336,8591,494,2360.28%+157,377
INVESCO QQQ TRUST SERIES I9489480547,167698,1070.13%+150,940
ISHARES MBS ETF14,59716,253+1,6561,385,9851,536,2340.29%+150,249
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF28,40228,575+1731,332,3311,479,6060.28%+147,275
BANK OF AMER CORP COM9,65810,836+1,178470,828617,4250.12%+146,597
NOVO-NORDISK A S ADR(NVO)3,8435,989+2,146141,230287,1130.05%+145,883
WELLS FARGO & CO COM(WFC)4,4055,993+1,588350,682495,2620.09%+144,580
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF1,8621,8620387,389531,7500.10%+144,361
TEXAS INSTRS INC COM(TXN)1,2851,304+19249,470388,6830.07%+139,213
ISHARES GLOBAL TECH ETF3,2273,185-42322,623460,1980.09%+137,575
TECHNOLOGY SELECT SECTOR SPDR2,3342,3340310,189444,6740.08%+134,485
DUPONT DE NEMOURS INC COMMON STOCK0982+9820133,1980.02%+133,198
VANGUARD FTSE EMERGING MARKETS ETF29,76829,180-5881,608,9631,741,7570.32%+132,794
ISHARES AMT-FREE MUNI BOND ETF24,65825,535+8772,617,4472,748,0770.51%+130,630
VANGUARD INFORMATION TECHNOLOGY ETF5004,000+3,500348,860478,0800.09%+129,220
EATON CORP PLC SHS(ETN)1,5351,589+54549,023677,1050.13%+128,082
MONDELEZ INTL INC CL A(MDLZ)5,2187,272+2,054300,766420,6120.08%+119,846
QUALCOMM INC COM(QCOM)1,7951,899+104231,189350,9850.07%+119,796
DANAHER CORP DEL COM(DHR)9981,589+591189,221302,6730.06%+113,452
NUCOR CORP COM(NUE)2,0912,0910353,588465,7700.09%+112,182
MERCK & CO INC(MRK)5,1305,672+542617,088728,8700.14%+111,782
CUMMINS INC COM(CMI)451495+44242,647353,0390.07%+110,392
VISA INC COM CL A(V)1,6471,767+120497,789606,2400.11%+108,451
FORD MTR CO COM(F)15,63620,713+5,077180,439287,9110.05%+107,472
PALO ALTO NETWORKS INC COM(PANW)647617-30103,727210,4090.04%+106,682
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF22,03722,216+1792,076,7672,181,6110.41%+104,844
INTERNATIONAL BUSINESS MACHS COM(IBM)1,8781,983+105455,329557,7800.10%+102,451
KEURIG DR PEPPER INC COM(KDP)1,2153,934+2,71931,991128,7600.02%+96,769
HOME DEPOT INC COM(HD)1,6041,767+163527,540623,1860.12%+95,646
UNION PAC CORP COM(UNP)1,6461,819+173399,353494,7680.09%+95,415
PHILIP MORRIS INTL INC COM(PM)2,3552,677+322389,376484,2960.09%+94,920
UBS GROUP AG SHS(UBS)2,6674,001+1,334104,200198,2900.04%+94,090
ISHARES CORE MSCI EAFE ETF4,4315,116+685401,138494,1030.09%+92,965
CORNING INC COM(GLW)7477470101,570190,8060.04%+89,236
ISHARES ESG AWARE MSCI USA ETF4,3784,318-60619,066706,6450.13%+87,579
GILEAD SCIENCES INC COM(GILD)2,5053,450+945349,188435,9330.08%+86,745
BRITISH AMERN TOB PLC SPONSORED ADR(BTI)4161,758+1,34224,324108,5740.02%+84,250
WILLIAMS SONOMA INC COM(WSM)395669+27472,020155,9440.03%+83,924
MCKESSON CORP COM(MCK)248395+147214,609298,4620.06%+83,853
COLGATE PALMOLIVE CO COM(CL)1,7832,528+745151,965231,7670.04%+79,802
JPMORGAN CORE PLUS BOND ETF37,06738,841+1,7741,745,1141,823,1970.34%+78,083
NOVARTIS AG SPONSORED ADR(NVS)1,3421,803+461204,991282,5660.05%+77,575
GE VERNOVA INC COM(GEV)283276-7247,031324,2610.06%+77,230
CAPITAL ONE FINL CORP COM(COF)1,5511,784+233282,949357,9060.07%+74,957
MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS(MUFG)5544,208+3,6549,40183,6970.02%+74,296
SCHWAB SHORT-TERM US TREASURY ETF386,004391,123+5,1199,368,3169,441,7081.76%+73,392
ARAMARK COM(ARMK)4,4024,4020178,457250,4740.05%+72,017
ISHARES EXPANDED TECH SECTOR ETF1,7221,684-38204,074275,4690.05%+71,395
META PLATFORMS INC CL A(META)1,3491,493+144771,803840,9920.16%+69,189
MARRIOTT INTL INC NEW CL A(MAR)1,5671,5670512,519580,7150.11%+68,196
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