Fund HoldingsRosenberg Matthew Hamilton

Total Portfolio Value
$300.20M
Total Bought
$44.24M
Total Sold
$36.30M
Net Transaction
+$7.95M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VANGUARD INTERMEDIATE-TERM BOND0262,144+262,144018,9566.31%+18,956
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
18,08195,031+76,9501,6608,7262.91%+7,066
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
25,955117,020+91,0652,0518,8912.96%+6,840
ISHARES TIPS BOND ETF031,911+31,91103,3101.10%+3,310
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
ULTRA SHT MUNCPL
142,579186,717+44,1387,2229,4203.14%+2,198
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
435,474454,475+19,00121,83522,8067.60%+971
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF14,03122,518+8,4871,4602,3160.77%+856
SCHWAB SHORT-TERM US TREASURY ETF87,21199,630+12,4194,1914,7711.59%+580
CONOCOPHILLIPS COM(COP)11,51011,626+1161,1931,3930.46%+200
PHILLIPS 66 COM(PSX)5,9126,070+1585647290.24%+165
VALERO ENERGY CORP COM(VLO)5,0665,146+805947290.24%+135
MARATHON PETE CORP COM(MPC)3,6353,63504245500.18%+126
CHEVRON CORP NEW COM(CVX)6,7876,942+1551,0681,1710.39%+103
ALPHABET INC CAP STK CL C(GOOG)11,32011,074-2461,3691,4600.49%+91
EXXON MOBIL CORP COM8,2168,168-488819600.32%+79
SCHLUMBERGER LTD COM STK(SLB)04,255+4,25502480.08%+248
YORK WTR CO COM01,500+1,5000560.02%+56
JPMORGAN CORE PLUS BOND ETF
CORE PLUS BD ETF
7,9999,569+1,5703734270.14%+55
3M CO COM(MMM)01,467+1,46701370.05%+137
AMERICAN WTR WKS CO INC NEW COM01,162+1,16201440.05%+144
APA CORPORATION COM(APA)06,397+6,39702630.09%+263
ELI LILLY & CO COM(LLY)0628+62803370.11%+337
BERKSHIRE HATHAWAY INC DEL CL B NEW1,7451,819+745956370.21%+42
BP PLC SPONSORED ADR(BP)10,58510,720+1353744150.14%+42
OCCIDENTAL PETE CORP COM(OXY)05,355+5,35503470.12%+347
UNION PAC CORP COM(UNP)01,701+1,70103460.12%+346
NOVO-NORDISK A S ADR(NVO)03,868+3,86803520.12%+352
CATERPILLAR INC COM(CAT)1,3611,36103353720.12%+37
ABBVIE INC COM(ABBV)3,3823,294-884564910.16%+35
GOLDMAN SACHS GROUP INC(GS)01,008+1,00803260.11%+326
FIDELITY MSCI ENERGY INDEX ETF012,482+12,48203110.10%+311
PIONEER NAT RES CO COM1,7471,721-263623950.13%+33
SHELL PLC SPON ADS(SHEL)9,8869,769-1175976290.21%+32
FTAI AVIATION LTD SHS(FTAI)08,158+8,15802900.10%+290
CALIFORNIA WTR SVC GROUP COM(CWT)0600+6000280.01%+28
TOYOTA MOTOR CORP ADS(TM)01,697+1,69703050.10%+305
MURPHY OIL CORP COM(MUR)04,000+4,00001810.06%+181
ACTIVISION BLIZZARD INC COM02,946+2,94602760.09%+276
INTERNATIONAL BUSINESS MACHS COM(IBM)02,142+2,14203000.10%+300
LOGITECH INTL S A SHS
SHS
02,340+2,34001610.05%+161
EOG RES INC COM(EOG)3,0692,978-913513770.13%+26
INTUIT COM(INTU)0490+49002510.08%+251
ALPHABET INC CAP STK CL A(GOOG)02,213+2,21302900.10%+290
DIAMONDBACK ENERGY INC COM(FANG)0690+69001070.04%+107
DELL TECHNOLOGIES INC CL C(DELL)01,614+1,61401110.04%+111
NVIDIA CORPORATION COM(NVDA)1,9931,99308438670.29%+24
COMCAST CORP NEW CL A(CCZ)06,433+6,43302850.10%+285
BAKER HUGHES COMPANY CL A(BKR)06,060+6,06002140.07%+214
VANGUARD ENERGY ETF
ENERGY ETF
01,500+1,50001900.06%+190
INFOSYS LTD SPONSORED ADR(INFY)09,591+9,59101640.05%+164
TJX COS INC NEW COM(TJX)02,368+2,36802100.07%+210
AMGEN INC COM(AMGN)0794+79402130.07%+213
UNITEDHEALTH GROUP INC COM(UNH)81981903944130.14%+19
CHARTER COMMUNICATIONS INC NEW CL A(CHTR)0141+1410620.02%+62
COSTCO WHSL CORP NEW COM(COST)71171103834020.13%+19
LIBERTY MEDIA CORP DEL COM LBTY ONE S A(FWONA)0331+3310190.01%+19
GENERAL DYNAMICS CORP COM(GD)0709+70901570.05%+157
EATON CORP PLC SHS(ETN)0791+79101690.06%+169
MARRIOTT INTL INC NEW CL A(MAR)01,524+1,52403000.10%+300
WARNER MUSIC GROUP CORP COM CL A(WMG)03,250+3,25001020.03%+102
LITHIUM AMERS CORP NEW COM SHS01,000+1,0000170.01%+17
BANK NEW YORK MELLON CORP COM01,577+1,5770670.02%+67
HESS CORP COM0984+98401510.05%+151
FEDEX CORP COM(FDX)0940+94002490.08%+249
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS(TEVA)06,108+6,1080620.02%+62
SL GREEN RLTY CORP COM(SLG)02,361+2,3610880.03%+88
NOV INC COM(NOV)03,314+3,3140690.02%+69
META PLATFORMS INC CL A(META)1,1831,18303393550.12%+16
THERMO FISHER SCIENTIFIC INC COM(TMO)0507+50702570.09%+257
TOTALENERGIES SE SPONSORED ADS(TTE)03,872+3,87202550.08%+255
HONDA MOTOR LTD ADR ECH CNV IN 3(HMC)04,309+4,30901450.05%+145
WALMART INC COM(WMT)3,3513,381+305275410.18%+14
KENVUE INC COM(KVUE)0695+6950140.00%+14
BUNGE LIMITED COM0822+8220890.03%+89
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
0630+63001930.06%+193
AUTOZONE INC COM(AZO)053+5301350.04%+135
WATERS CORP COM(WAT)0367+36701010.03%+101
T-MOBILE US INC COM(TMUS)01,748+1,74802450.08%+245
EMERSON ELEC CO COM(EMR)01,956+1,95601890.06%+189
HALLIBURTON CO COM(HAL)01,576+1,5760640.02%+64
BOISE CASCADE CO DEL COM(BCC)0904+9040930.03%+93
PACKAGING CORP AMER COM(PKG)0536+5360820.03%+82
CME GROUP INC COM(CME)0758+75801520.05%+152
ENI S P A SPONSORED ADR(E)02,034+2,0340650.02%+65
UBS GROUP AG SHS(UBS)02,457+2,4570610.02%+61
ARCHER DANIELS MIDLAND CO COM02,210+2,21001670.06%+167
CONSTELLATION ENERGY CORP COM(CEG)0564+5640620.02%+62
AFLAC INC COM(AFL)02,451+2,45101880.06%+188
ZIONS BANCORPORATION N A COM(ZION)0289+2890100.00%+10
ISHARES GLOBAL ENERGY ETF02,486+2,48601030.03%+103
WISDOMTREE TR INDIA EARNINGS FD(WT)04,888+4,88801800.06%+180
SUNCOR ENERGY INC NEW COM(SU)0935+9350320.01%+32
OVINTIV INC COM(OVV)01,000+1,0000480.02%+48
MARATHON OIL CORP COM02,522+2,5220670.02%+67
BLACKSTONE INC COM(BX)0641+6410690.02%+69
AGILENT TECHNOLOGIES INC COM(A)0188+1880210.01%+21
CISCO SYS INC COM(CSCO)7,1857,077-1083723800.13%+9
DANAHER CORPORATION COM(DHR)0791+79101960.07%+196
HUMANA INC COM(HUM)0215+21501050.03%+105
BOOKING HOLDINGS INC COM(BKNG)022+220680.02%+68
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