Fund HoldingsRosenberg Matthew Hamilton

Total Portfolio Value
$384.85M
Total Bought
$18.87M
Total Sold
$11.06M
Net Transaction
+$7.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ST STR PR SP1500
594,864624,390+29,52641,67644,60011.59%+2,924
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
249,172278,929+29,75720,86822,3905.82%+1,521
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
601,785627,510+25,72530,53531,6088.21%+1,073
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
ULTRA SHT MUNCPL
0176,098+176,09808,9302.32%+8,930
JPMORGAN MUNICIPAL ETF
MUNICIPAL ETF
031,635+31,63501,5860.41%+1,586
NVIDIA CORPORATION COM(NVDA)021,152+21,15202,8410.74%+2,841
BROADCOM INC COM(AVGO)5,7985,982+1841,0001,3870.36%+387
ISHARES AMT-FREE MUNI BOND ETF28,48332,662+4,1793,0943,4800.90%+386
JPMORGAN BETABUILDERS U.S. EQUITY ETF
BETABUILDRS US
24,49527,431+2,9362,5372,9050.75%+368
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF08,159+8,15903300.09%+330
SCHWAB SHORT-TERM US TREASURY ETF132,184281,150+148,9666,4746,7641.76%+290
JPMORGAN CHASE & CO. COM(JPM)5,4435,735+2921,1481,3750.36%+227
ALPHABET INC CAP STK CL C(GOOG)011,456+11,45602,1820.57%+2,182
APPLE INC(AAPL)11,27711,330+532,6272,8370.74%+210
AMAZON COM INC COM(AMZN)04,743+4,74301,0410.27%+1,041
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
ST INTER BD ETF
06,803+6,80302230.06%+223
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
072,881+72,88106,6641.73%+6,664
TESLA INC COM(TSLA)1,5011,364-1373935510.14%+158
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
0-5YR HI YL CP
20,67624,701+4,0258981,0530.27%+155
UNITEDHEALTH GROUP INC COM(UNH)8781,320+4425146680.17%+154
JPMORGAN CORE PLUS BOND ETF
CORE PLUS BD ETF
20,80724,839+4,0321,0041,1440.30%+141
ISHARES BITCOIN TRUST ETF(IBIT)04,191+4,19102220.06%+222
SPDR S&P 500 ETF TRUST(SPY)0195+19501140.03%+114
IRON MTN INC DEL COM(IRM)01,075+1,07501130.03%+113
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)4,4104,431+217668750.23%+109
MORGAN STANLEY COM NEW(MS)03,965+3,96504980.13%+498
SPDR GOLD MINISHARES TRUST(GLDM)02,044+2,04401060.03%+106
WALMART INC COM(WMT)10,42810,491+638429480.25%+106
UNILEVER PLC SPON ADR NEW(UL)03,297+3,29701870.05%+187
SOFI TECHNOLOGIES INC COM(SOFI)012,026+12,02601850.05%+185
ALPHABET INC CAP STK CL A(GOOG)02,262+2,26204280.11%+428
SCHWAB 5-10 YEAR CORPORATE BOND ETF03,995+3,9950880.02%+88
KINDER MORGAN INC DEL COM(KMI)011,225+11,22503080.08%+308
ISHARES CMBS ETF
CMBS ETF
12,92915,097+2,1686337130.19%+80
CHARTER COMMUNICATIONS INC NEW CL A(CHTR)0276+2760950.02%+95
MCKESSON CORP COM(MCK)0139+1390790.02%+79
SAP SE SPON ADR(SAP)01,315+1,31503240.08%+324
GOLDMAN SACHS GROUP INC(GS)01,015+1,01505810.15%+581
SCHWAB U.S. LARGE-CAP ETF102,561303,106+200,5456,9597,0261.83%+67
JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF
BETABUILDERS US
01,481+1,4810670.02%+67
ISHARES S&P U.S. PREFERRED STOCK ETF27,14930,809+3,6609029690.25%+66
BAKER HUGHES COMPANY CL A(BKR)07,141+7,14102930.08%+293
COLGATE PALMOLIVE CO COM(CL)01,725+1,72501570.04%+157
MICROSTRATEGY INC CL A NEW(MSTR)0341+3410990.03%+99
NETFLIX INC COM(NFLX)0439+43903910.10%+391
ENBRIDGE INC COM(ENB)02,104+2,1040890.02%+89
AMERICAN EXPRESS CO COM(AXP)01,229+1,22903650.09%+365
FIDELITY WISE ORIGIN BITCOIN FUND(FBTC)02,219+2,21901810.05%+181
CAPITAL GROUP MUNICIPAL INCOME ETF
MUN INM ETF
02,082+2,0820560.01%+56
SCHWAB U.S. BROAD MARKET ETF66,422197,084+130,6624,4184,4741.16%+55
RESMED INC COM(RMD)0238+2380540.01%+54
MARRIOTT INTL INC NEW CL A(MAR)01,479+1,47904130.11%+413
RTX CORPORATION COM(RTX)2,2492,809+5602723250.08%+53
BANK AMERICA CORP COM09,618+9,61804230.11%+423
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF7,6308,600+9707147660.20%+52
CISCO SYS INC COM(CSCO)6,4696,671+2023443950.10%+51
SCHWAB CHARLES CORP COM(SCHW)05,403+5,40304000.10%+400
VANGUARD TOTAL STK MKT157,212153,768-3,44444,51644,56411.58%+47
CAPITAL ONE FINL CORP COM(COF)01,499+1,49902670.07%+267
BRISTOL-MYERS SQUIBB CO COM(BMY)01,705+1,7050960.03%+96
WELLS FARGO CO NEW COM(WFC)02,694+2,69401890.05%+189
FIDELITY FUNDAMENTAL LARGE CAP CORE ETF0937+9370430.01%+43
DISNEY WALT CO COM(DIS)01,265+1,26501410.04%+141
ISHARES CURRENCY HEDGED MSCI EAFE ETF
HDG MSCI EAFE
01,220+1,2200420.01%+42
WARNER BROS DISCOVERY INC COM SER A(WBD)04,578+4,5780480.01%+48
VANGUARD HIGH DIVIDEND YIELD35,81336,304+4914,5914,6321.20%+41
OREILLY AUTOMOTIVE INC COM(ORLY)0170+17002020.05%+202
CHUBB LIMITED COM
COM
0320+3200880.02%+88
REALTY INCOME CORP COM(O)01,329+1,3290710.02%+71
AT&T INC COM(T)5,0656,632+1,5671111510.04%+40
ISHARES AGGREGATE BOND ETF3,8834,463+5803934320.11%+39
SONY GROUP CORP SPONSORED ADR(SONY)09,323+9,32301970.05%+197
VULCAN MATLS CO COM(VMC)0610+61001570.04%+157
ONEOK INC NEW COM(OKE)4,1194,11903754140.11%+38
MCCORMICK & CO INC COM NON VTG(MKC)0493+4930380.01%+38
ELECTRONIC ARTS INC COM(EA)01,040+1,04001520.04%+152
TYSON FOODS INC CL A(TSN)01,143+1,1430660.02%+66
HONEYWELL INTL INC COM(HON)01,216+1,21602750.07%+275
EMERSON ELEC CO COM(EMR)01,916+1,91602370.06%+237
PPL CORP COM(PPL)01,216+1,2160390.01%+39
UNITED AIRLS HLDGS INC COM(UAL)0819+8190800.02%+80
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
0697+6970350.01%+35
CITIGROUP INC(C)04,025+4,02502830.07%+283
WILLIAMS SONOMA INC COM(WSM)0370+3700690.02%+69
VISA INC COM CL A(V)01,532+1,53204840.13%+484
ISHARES MORNINGSTAR MID-CAP GROWTH ETF0452+4520340.01%+34
ISHARES MBS ETF7,5228,227+7057217540.20%+34
SALESFORCE INC COM(CRM)0177+1770590.02%+59
ZILLOW GROUP INC CL C CAP STK(Z)01,617+1,61701200.03%+120
TERAWULF INC COM(WULF)05,667+5,6670320.01%+32
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF0320+3200320.01%+32
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
S&P MDCP 400 DIV
0390+3900310.01%+31
SOUNDHOUND AI INC CLASS A COM(SOUN)02,044+2,0440410.01%+41
BOSTON SCIENTIFIC CORP COM(BSX)01,820+1,82001630.04%+163
CATERPILLAR INC COM(CAT)1,1821,358+1764624930.13%+30
ISHARES CORE S&P SMALL CAP ETF02,456+2,45602830.07%+283
AGILENT TECHNOLOGIES INC COM(A)0526+5260710.02%+71
PALO ALTO NETWORKS INC COM(PANW)0808+80801470.04%+147
BLOCK INC CL A(XYZ)0982+9820830.02%+83
ENERGY TRANSFER L P COM UT LTD PTN(ET)03,050+3,0500600.02%+60
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