Fund HoldingsRosenberg Matthew Hamilton

Total Portfolio Value
$482.83M
Total Bought
$24.78M
Total Sold
$9.30M
Net Transaction
+$15.48M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
389,175447,133+57,95832,73437,4477.76%+4,714
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ST STR PR SP1500
774,963794,032+19,06962,50165,50813.57%+3,007
JPMORGAN MUNICIPAL ETF
MUNICIPAL ETF
112,791162,293+49,5025,6938,1961.70%+2,503
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
658,650695,111+36,46133,41335,1667.28%+1,752
SCHWAB INTERNATIONAL EQUITY ETF881,775915,089+33,31420,52821,9994.56%+1,471
SCHWAB SHORT-TERM US TREASURY ETF307,549362,841+55,2927,5048,8421.83%+1,338
ALPHABET INC CAP STK CL C(GOOG)11,48911,428-612,7983,5860.74%+788
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
ULTRA SHT MUNCPL
253,719265,768+12,04912,95013,5382.80%+588
ISHARES SILVER TRUST(SLV)21,17821,17808971,3640.28%+467
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF14,86619,260+4,3941,4151,8540.38%+439
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
240,457240,776+31910,28910,6932.21%+404
STATE STREET SPDR ICE PREFERRED SECURITIES ETF
ST STR PFD ETF
79,79095,167+15,3772,6393,0160.62%+377
VANGUARD FTSE DEVELOPED MARKETS ETF157,604157,050-5549,4449,8112.03%+367
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
ST INTER BD ETF
17,53528,373+10,8385949590.20%+365
VANGUARD TOTAL STK MKT145,917143,911-2,00647,88648,2499.99%+363
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
0-5YR HI YL CP
39,35247,496+8,1441,7042,0360.42%+332
UNILEVER PLC SPON ADR NEW(UL)04,361+4,36102850.06%+285
ISHARES MBS ETF10,13213,025+2,8939641,2400.26%+276
ISHARES CMBS ETF
CMBS ETF
19,10424,458+5,3549371,2000.25%+263
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF12,06814,326+2,2581,2891,5290.32%+240
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF21,27322,386+1,1131,8012,0150.42%+213
VANGUARD HIGH DIVIDEND YIELD39,23039,987+7575,5295,7391.19%+209
ELI LILLY & CO COM(LLY)0650+65006990.14%+699
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
74,74076,376+1,6364,9275,1341.06%+207
JPMORGAN CORE PLUS BOND ETF
CORE PLUS BD ETF
34,82439,148+4,3241,6561,8540.38%+198
DISNEY WALT CO COM(DIS)02,808+2,80803190.07%+319
APPLE INC(AAPL)11,92611,849-773,0373,2210.67%+185
ALPHABET INC CAP STK CL A(GOOG)2,3872,411+245807550.16%+174
CATERPILLAR INC COM(CAT)1,6001,60007639170.19%+153
MICRON TECHNOLOGY INC COM(MU)1,1861,204+181983440.07%+145
ISHARES HIGH YIELD MUNI ACTIVE ETF5,6078,537+2,9302764160.09%+140
BROADCOM INC COM(AVGO)5,4975,633+1361,8141,9500.40%+136
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)4,9805,021+411,3911,5260.32%+135
EXXON MOBIL CORP COM12,56112,822+2611,4161,5430.32%+127
WALMART INC COM(WMT)10,71210,994+2821,1041,2250.25%+121
SPDR GOLD SHARES(GLD)2,8632,86301,0181,1350.23%+117
THERMO FISHER SCIENTIFIC INC COM(TMO)1,0541,083+295116280.13%+116
ADVANCED MICRO DEVICES INC COM(AMD)1,9361,978+423134240.09%+110
GOLDMAN SACHS GROUP INC(GS)1,0231,043+208159170.19%+102
CITIGROUP INC(C)4,9565,153+1975036010.12%+98
MERCK & CO INC(MRK)04,883+4,88305140.11%+514
JOHNSON & JOHNSON COM(JNJ)3,5463,616+706577480.15%+91
CARDINAL HEALTH INC COM(CAH)01,802+1,80203700.08%+370
STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
ST TERM HIGH ETF
63,19067,326+4,1361,6181,7050.35%+87
UNITED PARCEL SERVICE INC CL B(UPS)0893+8930890.02%+89
AMGEN INC COM(AMGN)01,321+1,32104320.09%+432
AMAZON COM INC COM(AMZN)05,024+5,02401,1600.24%+1,160
MARRIOTT INTL INC NEW CL A(MAR)01,583+1,58304910.10%+491
SOUTHERN COPPER CORP COM(SCCO)3,2203,227+73914630.10%+72
KEURIG DR PEPPER INC COM(KDP)02,568+2,5680720.01%+72
ALCOA CORP COM(AA)03,317+3,31701760.04%+176
VISA INC COM CL A(V)01,710+1,71006000.12%+600
GENERAL MTRS CO COM(GM)3,4673,46702112820.06%+71
MORGAN STANLEY COM NEW(MS)3,7213,712-95916590.14%+68
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS(TEVA)06,108+6,10801910.04%+191
NUCOR CORP COM(NUE)02,011+2,01103280.07%+328
WEC ENERGY GROUP INC COM(WEC)0882+8820930.02%+93
COCA COLA CO COM(KO)07,663+7,66305360.11%+536
BERKSHIRE HATHAWAY INC DEL CL B NEW1,9592,084+1259851,0480.22%+63
CISCO SYS INC COM(CSCO)06,196+6,19604770.10%+477
EXELON CORP COM(EXC)03,923+3,92301710.04%+171
RIO TINTO PLC SPONSORED ADR(RIO)01,272+1,27201020.02%+102
JPMORGAN CHASE & CO. COM(JPM)5,6625,729+671,7861,8460.38%+60
ALBEMARLE CORP COM(ALB)0971+97101370.03%+137
ROKU INC COM CL A(ROKU)0717+7170780.02%+78
TOYOTA MOTOR CORP ADS(TM)1,8861,943+573604160.09%+56
COLGATE PALMOLIVE CO COM(CL)01,568+1,56801240.03%+124
WARNER BROS DISCOVERY INC COM SER A(WBD)5,6275,62701101620.03%+52
APPLIED MATLS INC COM0668+66801720.04%+172
SCHWAB U.S. BROAD MARKET ETF156,548155,413-1,1354,0254,0760.84%+52
AMERICAN TOWER CORP NEW COM(AMT)0391+3910690.01%+69
ASTRAZENECA PLC SPONSORED ADR(AZN)03,214+3,21402950.06%+295
AMERICAN EXPRESS CO COM(AXP)01,279+1,27904730.10%+473
OMNICOM GROUP INC COM(OMC)02,547+2,54702060.04%+206
TYSON FOODS INC CL A(TSN)01,814+1,81401060.02%+106
CAPITAL ONE FINL CORP COM(COF)01,551+1,55103760.08%+376
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH(MT)04,800+4,80002190.05%+219
ALTRIA GROUP INC COM(MO)02,583+2,58301490.03%+149
LAM RESEARCH CORP COM NEW(LRCX)0939+93901610.03%+161
DANAHER CORPORATION COM(DHR)0755+75501730.04%+173
ISHARES GOLD TRUST(IAU)5,2505,25003824260.09%+44
FEDEX CORP COM(FDX)0831+83102400.05%+240
PPG INDS INC COM(PPG)0624+6240640.01%+64
RTX CORPORATION COM(RTX)2,8162,805-114715140.11%+43
CUMMINS INC COM(CMI)48848802062490.05%+43
PEPSICO INC COM(PEP)01,720+1,72002470.05%+247
NASDAQ INC COM(NDAQ)04,785+4,78504650.10%+465
PACKAGING CORP AMER COM(PKG)0764+76401580.03%+158
WELLS FARGO CO NEW COM(WFC)04,260+4,26003970.08%+397
MONDELEZ INTL INC CL A(MDLZ)03,942+3,94202120.04%+212
PARKER-HANNIFIN CORP COM(PH)0310+31002720.06%+272
WATERS CORP COM(WAT)0359+35901360.03%+136
BANK AMERICA CORP COM8,8738,989+1164584940.10%+37
ESSENTIAL UTILS INC COM(WTRG)0947+9470360.01%+36
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
328330+23183530.07%+36
HCA HEALTHCARE INC COM(HCA)0866+86604040.08%+404
ISHARES SEMICONDUCTOR ETF1,1631,16303153500.07%+35
GE AEROSPACE COM NEW(GE)2,1342,197+636426770.14%+35
UNION PAC CORP COM(UNP)01,546+1,54603580.07%+358
INTUITIVE SURGICAL INC COM NEW0283+28301600.03%+160
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