Fund HoldingsRosenberg Matthew Hamilton

Total Portfolio Value
$325.10M
Total Bought
$25.92M
Total Sold
$10.18M
Net Transaction
+$15.74M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ST STR PR SP1500
0567,734+567,734033,18410.21%+33,184
VANGUARD TOTAL STK MKT0161,646+161,646038,34611.80%+38,346
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
117,020133,955+16,9358,89110,8883.35%+1,997
VANGUARD INTERMEDIATE-TERM BOND262,144271,196+9,05218,95620,7146.37%+1,758
SCHWAB INTERNATIONAL EQUITY ETF0241,811+241,81108,9372.75%+8,937
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
454,475485,804+31,32922,80624,4027.51%+1,596
ISHARES AMT-FREE MUNI BOND ETF013,056+13,05601,4150.44%+1,415
VANGUARD FTSE DEVELOPED MARKETS ETF0160,097+160,09707,6692.36%+7,669
VANGUARD LONG TERM CORP BOND FD ETF
LG-TERM COR BD
08,441+8,44106770.21%+677
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
0209,138+209,13807,1132.19%+7,113
SCHWAB U.S. LARGE-CAP ETF098,368+98,36805,5481.71%+5,548
CHEVRON CORP NEW COM(CVX)6,94211,411+4,4691,1711,7020.52%+532
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
95,031101,212+6,1818,7269,2502.85%+524
JPMORGAN MUNICIPAL ETF
MUNICIPAL ETF
010,282+10,28205240.16%+524
SCHWAB U.S. BROAD MARKET ETF070,372+70,37203,9181.21%+3,918
JPMORGAN CORE PLUS BOND ETF
CORE PLUS BD ETF
9,56918,124+8,5554278530.26%+426
MICROSOFT(MSFT)07,757+7,75702,9170.90%+2,917
SCHWAB SHORT-TERM US TREASURY ETF99,630104,596+4,9664,7715,0681.56%+296
BROADCOM INC COM(AVGO)0633+63307070.22%+707
APPLE INC(AAPL)011,748+11,74802,2620.70%+2,262
VANGUARD HIGH DIVIDEND YIELD035,656+35,65603,9801.22%+3,980
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
03,189+3,18902670.08%+267
JP MORGAN BETABUILDERS U.S. EQUITY ETF
BETABUILDRS US
09,104+9,10407820.24%+782
JPMORGAN HIGH YIELD MUNICIPAL ETF
HIGH YIELD MUNI
03,531+3,53101750.05%+175
VANGUARD FTSE EMERGING MARKETS ETF037,556+37,55601,5440.47%+1,544
JPMORGAN CHASE & CO COM(JPM)05,016+5,01608530.26%+853
BOEING CO COM(BA)01,642+1,64204280.13%+428
CHARTER COMMUNICATIONS INC NEW CL A(CHTR)141470+329621830.06%+121
NVIDIA CORPORATION COM(NVDA)1,9931,99308679870.30%+120
ALPHABET INC CAP STK CL C(GOOG)11,07411,136+621,4601,5690.48%+109
AMAZON COM INC COM(AMZN)04,646+4,64607060.22%+706
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF018,648+18,64801,2400.38%+1,240
ADVANCED MICRO DEVICES INC COM(AMD)02,008+2,00802960.09%+296
FTAI AVIATION LTD SHS(FTAI)8,1588,15802903790.12%+89
PHILLIPS 66 COM(PSX)6,0706,118+487298150.25%+85
KRAFT HEINZ CO COM(KHC)06,575+6,57502430.07%+243
BUNGE GLOBAL SA COM SHS(BG)0822+8220830.03%+83
OMNICOM GROUP INC COM(OMC)02,587+2,58702240.07%+224
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
0-5YR INVT GR CP
0118,244+118,24405,8181.79%+5,818
SCHWAB CHARLES CORP COM(SCHW)05,683+5,68303910.12%+391
SCHWAB 1-5 YEAR CORPORATE BOND ETF055,833+55,83302,7010.83%+2,701
LAMAR ADVERTISING CO NEW CL A(LAMR)02,841+2,84103020.09%+302
ISHARES CMBS ETF
CMBS ETF
01,567+1,5670730.02%+73
COSTCO WHSL CORP NEW COM(COST)711718+74024740.15%+72
JPMORGAN U.S. QUALITY FACTOR ETF
US QUALTY FCTR
01,445+1,4450690.02%+69
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
S&P500 EQL WGT
04,290+4,29006770.21%+677
VISA INC COM CL A(V)01,752+1,75204560.14%+456
DOMINION ENERGY INC COM(D)02,586+2,58601220.04%+122
META PLATFORMS INC CL A(META)1,1831,188+53554210.13%+65
SPDR GOLD SHARES(GLD)03,240+3,24006190.19%+619
ISHARES MBS ETF01,374+1,37401290.04%+129
GOLDMAN SACHS GROUP INC(GS)1,0081,00803263890.12%+63
LOGITECH INTL S A SHS
SHS
2,3402,34001612220.07%+61
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)03,966+3,96604120.13%+412
BANK AMERICA CORP COM09,234+9,23403110.10%+311
INTUIT COM(INTU)49049002513060.09%+56
VESTIS CORPORATION COM SHS(VSTS)02,607+2,6070550.02%+55
BLACKROCK INC COM(BLK)0305+30502480.08%+248
UNION PAC CORP COM(UNP)1,7011,633-683464010.12%+55
CHIPOTLE MEXICAN GRILL INC COM(CMG)0120+12002740.08%+274
AMERICAN EXPRESS CO COM(AXP)01,140+1,14002140.07%+214
MONDELEZ INTL INC CL A(MDLZ)04,141+4,14103000.09%+300
CAPITAL ONE FINL CORP COM(COF)01,471+1,47101930.06%+193
NUCOR CORP COM(NUE)02,368+2,36804120.13%+412
NETFLIX INC COM(NFLX)0481+48102340.07%+234
UNITEDHEALTH GROUP INC COM(UNH)819875+564134610.14%+48
NASDAQ INC COM(NDAQ)05,330+5,33003100.10%+310
LENNAR CORP CL A(LEN)01,138+1,13801700.05%+170
MCDONALDS CORP COM(MCD)02,199+2,19906520.20%+652
INTERNATIONAL BUSINESS MACHS COM(IBM)2,1422,115-273003460.11%+46
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
0269+26902040.06%+204
NIKE INC CL B(NKE)02,078+2,07802260.07%+226
INTERPUBLIC GROUP COS INC COM03,882+3,88201270.04%+127
TARGET CORP COM(TGT)02,555+2,55503640.11%+364
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF07,719+7,71906870.21%+687
LOCKHEED MARTIN CORP COM(LMT)0844+84403830.12%+383
INTEL CORP COM(INTC)04,590+4,59002310.07%+231
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
ST TERM HIGH ETF
056,102+56,10201,4100.43%+1,410
NOVO-NORDISK A S ADR(NVO)3,8683,812-563523940.12%+43
T-MOBILE US INC COM(TMUS)1,7481,783+352452860.09%+41
LOWES COS INC COM(LOW)01,539+1,53903430.11%+343
EATON CORP PLC SHS(ETN)791865+741692080.06%+40
INVESCO QQQ TRUST SERIES I0771+77103160.10%+316
JPMORGAN ACTIVE VALUE ETF
ACTIVE VALUE ETF
0707+7070390.01%+39
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF01,862+1,86202670.08%+267
CATERPILLAR INC COM(CAT)1,3611,384+233724090.13%+38
BHP GROUP LTD SPONSORED ADS02,770+2,77001890.06%+189
PEPSICO INC COM(PEP)01,507+1,50702560.08%+256
ISHARES SEMICONDUCTOR ETF0360+36002070.06%+207
AMERICAN ELEC PWR CO INC COM02,572+2,57202090.06%+209
MORGAN STANLEY COM NEW(MS)03,759+3,75903510.11%+351
QUALCOMM INC COM(QCOM)01,497+1,49702170.07%+217
SCHWAB US DIVIDEND EQUITY ETF06,613+6,61305030.15%+503
GENERAL MLS INC COM(GIS)04,108+4,10802680.08%+268
ELI LILLY & CO COM(LLY)628639+113373730.11%+35
ISHARES 20 YR TREASURY ETF0357+3570350.01%+35
LULULEMON ATHLETICA INC COM(LULU)0278+27801420.04%+142
ADOBE INC COM(ADBE)0354+35402110.06%+211
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
0500+50002420.07%+242
RYANAIR HOLDINGS PLC SPONSORED ADS(RYAAY)0946+94601260.04%+126
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