Fund Holdings — Rosenberg Matthew Hamilton

Total Portfolio Value
$462.63M
Total Bought
$27.97M
Total Sold
$13.47M
Net Transaction
+$14.51M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
313,298389,175+75,87725,97932,7347.08%+6,755
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ST STR PR SP1500
783,651774,963-8,68858,68862,50113.51%+3,813
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
605,364658,650+53,28630,68033,4137.22%+2,733
JPMORGAN MUNICIPAL ETF
MUNICIPAL ETF
65,502112,791+47,2893,2525,6931.23%+2,441
SCHWAB INTERNATIONAL EQUITY ETF838,597881,775+43,17818,53320,5284.44%+1,995
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
ULTRA SHT MUNCPL
220,644253,719+33,07511,23512,9502.80%+1,715
SCHWAB SHORT-TERM US TREASURY ETF242,658307,549+64,8915,9167,5041.62%+1,588
NVIDIA CORPORATION COM(NVDA)21,63522,726+1,0913,4184,2400.92%+822
ALPHABET INC CAP STK CL C(GOOG)11,42611,489+632,0272,7980.60%+771
STATE STREET SPDR ICE PREFERRED SECURITIES ETF
ST STR PFD ETF
59,98979,790+19,8011,9052,6390.57%+733
JPMORGAN BETABUILDERS U.S. EQUITY ETF
BETABUILDRS US
64,33665,664+1,3287,2007,9231.71%+723
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
71,11474,740+3,6264,2694,9271.06%+658
APPLE INC(AAPL)11,88911,926+372,4393,0370.66%+598
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF8,86114,866+6,0058211,4150.31%+594
JPMORGAN CORE PLUS BOND ETF
CORE PLUS BD ETF
25,00234,824+9,8221,1771,6560.36%+479
SCHWAB U.S. LARGE-CAP ETF290,332287,158-3,1747,0967,5641.63%+468
VANGUARD TOTAL STK MKT156,264145,917-10,34747,49347,88610.35%+392
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
244,609240,457-4,1529,90410,2892.22%+385
VANGUARD FTSE DEVELOPED MARKETS ETF159,031157,604-1,4279,0669,4442.04%+377
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF8,93212,068+3,1369501,2890.28%+339
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
0-5YR HI YL CP
31,86839,352+7,4841,3751,7040.37%+329
BROADCOM INC COM(AVGO)5,4975,49701,5151,8140.39%+298
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
ST INTER BD ETF
9,28417,535+8,2513125940.13%+283
CHEVRON CORP NEW COM(CVX)5,2736,671+1,3987551,0360.22%+281
SCHWAB U.S. BROAD MARKET ETF157,823156,548-1,2753,7614,0250.87%+264
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)4,9824,980-21,1281,3910.30%+262
VANGUARD HIGH DIVIDEND YIELD39,60539,230-3755,2805,5291.20%+250
ORACLE CORP COM(ORCL)3,7683,76808241,0600.23%+236
ISHARES SILVER TRUST(SLV)20,82821,178+3506838970.19%+214
VANGUARD INTERMEDIATE-TERM BOND375,078374,082-99629,00929,2126.31%+204
ISHARES HIGH YIELD MUNI ACTIVE ETF1,9985,607+3,609972760.06%+179
ABBVIE INC COM(ABBV)3,8893,88907229010.19%+179
SPDR GOLD SHARES(GLD)2,7632,863+1008421,0180.22%+175
TESLA INC COM(TSLA)1,3641,36404336070.13%+173
VALERO ENERGY CORP COM(VLO)4,7304,73006368050.17%+170
MICROSOFT(MSFT)7,2437,283+403,6033,7720.82%+169
STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
ST TERM HIGH ETF
57,11163,190+6,0791,4551,6180.35%+162
CATERPILLAR INC COM(CAT)1,5511,600+496027630.17%+161
ALPHABET INC CAP STK CL A(GOOG)2,3872,38704215800.13%+160
ISHARES MBS ETF8,56810,132+1,5648049640.21%+160
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF20,55221,273+7211,6461,8010.39%+155
ISHARES CMBS ETF
CMBS ETF
16,08419,104+3,0207849370.20%+154
SCHWAB US DIVIDEND EQUITY ETF18,89323,732+4,8395016480.14%+147
VANGUARD FTSE EMERGING MARKETS ETF29,77129,741-301,4721,6110.35%+139
JOHNSON & JOHNSON COM(JNJ)3,4383,546+1085256570.14%+132
JPMORGAN CHASE & CO. COM(JPM)5,7145,662-521,6561,7860.39%+130
GOLDMAN SACHS GROUP INC(GS)1,0051,023+187118150.18%+103
MARATHON PETE CORP COM(MPC)3,7693,76906267260.16%+100
SOFI TECHNOLOGIES INC COM(SOFI)12,02612,02602193180.07%+99
CITIGROUP INC(C)4,7504,956+2064045030.11%+99
SEMPRA COM(SRE)4,7895,075+2863634570.10%+94
WARNER BROS DISCOVERY INC COM SER A(WBD)1,6135,627+4,014181100.02%+91
SPDR PORTFOLIO EMERGING MARKETS ETF
ST PORT MARK ETF
29,54528,860-6851,2631,3510.29%+88
GE AEROSPACE COM NEW(GE)2,1622,134-285566420.14%+85
LIVE NATION ENTERTAINMENT INC COM(LYV)114626+512171020.02%+85
PHILLIPS 66 COM(PSX)5,0475,04706026860.15%+84
ISHARES S&P U.S. PREFERRED STOCK ETF31,22232,643+1,4219581,0320.22%+74
HOME DEPOT INC COM(HD)1,7261,742+166337060.15%+73
BAKER HUGHES COMPANY CL A(BKR)6,7946,79402603310.07%+71
RTX CORPORATION COM(RTX)2,7472,816+694014710.10%+70
WALMART INC COM(WMT)10,58110,712+1311,0351,1040.24%+69
VANGUARD SHORT TERM CORP BOND FD ETF
SHRT TRM CORP BD
25,84026,555+7152,0542,1230.46%+68
MORGAN STANLEY COM NEW(MS)3,7213,72105245910.13%+67
BERKSHIRE HATHAWAY INC DEL CL B NEW1,8891,959+709189850.21%+67
SOUTHERN COPPER CORP COM(SCCO)3,2003,220+203243910.08%+67
ELECTRONIC ARTS INC COM1,3331,387+542132800.06%+67
SCHWAB EMERGING MARKETS EQUITY ETF19,26419,26405816430.14%+62
SYSCO CORP COM(SYY)1,9502,514+5641482070.04%+59
CONOCOPHILLIPS COM(COP)9,6659,793+1288679260.20%+59
TJX COS INC NEW COM(TJX)2,3762,437+612933520.08%+59
EASTGROUP PPTYS INC COM(EGP)0345+3450580.01%+58
EXXON MOBIL CORP COM12,63012,561-691,3621,4160.31%+55
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
32832802633180.07%+55
ISHARES GOLD TRUST(IAU)5,2505,25003273820.08%+55
TENET HEALTHCARE CORP COM NEW(THC)2,0002,00003524060.09%+54
LOCKHEED MARTIN CORP COM(LMT)805853+483734260.09%+53
MICRON TECHNOLOGY INC COM(MU)1,1861,18601461980.04%+52
NORTHROP GRUMMAN CORP COM(NOC)44844802242730.06%+49
UNITEDHEALTH GROUP INC COM(UNH)1,3511,359+84224690.10%+48
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF1,8621,86203674140.09%+46
CUMMINS INC COM(CMI)48848801602060.04%+46
INVESCO QQQ TRUST SERIES I94894805235690.12%+46
LOGITECH INTL S A SHS
SHS
2,3392,33902112570.06%+46
WILLIAMS SONOMA INC COM(WSM)395563+168651100.02%+46
OREILLY AUTOMOTIVE INC COM(ORLY)2,5502,55002302750.06%+45
BP PLC SPONSORED ADR(BP)9,5489,54802863290.07%+43
DUPONT DE NEMOURS INC COM(DD)2,2932,566+2731572000.04%+43
VULCAN MATLS CO COM(VMC)648685+371692110.05%+42
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
50050003323730.08%+42
TOYOTA MOTOR CORP ADS(TM)1,8551,886+313203600.08%+41
GENERAL MTRS CO COM(GM)3,4673,46701712110.05%+41
KKR & CO INC COM(KKR)2,0122,372+3602683080.07%+41
TERAWULF INC COM(WULF)5,6675,667025650.01%+40
BANK NEW YORK MELLON CORP COM2,2152,21502022410.05%+40
ADVANCED MICRO DEVICES INC COM(AMD)1,9361,93602753130.07%+39
APA CORPORATION COM(APA)6,3976,39701171550.03%+38
THERMO FISHER SCIENTIFIC INC COM(TMO)1,1661,054-1124735110.11%+38
PALANTIR TECHNOLOGIES INC CL A(PLTR)82282201121500.03%+38
BANK AMERICA CORP COM8,8738,87304204580.10%+38
ISHARES SEMICONDUCTOR ETF1,1631,16302783150.07%+38
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Rosenberg Matthew Hamilton — 13F Holdings — Q3 2025 | TickerTrail