Rosenberg Matthew Hamilton: 13F holdings
CIK 18121032026Q2
| Positions | 792 |
|---|---|
| Reported value | $536.8m |
| Filed | 2026-07-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 858,575 | $78.0m | 14.5% |
| VTI VANGUARD TOTAL STK MKT | 140,063 | $51.8m | 9.7% |
| VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 523,636 | $43.3m | 8.1% |
| JPST JPMORGAN ULTRA-SHORT INCOME ETF | 681,739 | $34.5m | 6.4% |
| SCHF SCHWAB INTERNATIONAL EQUITY ETF | 985,699 | $27.3m | 5.1% |
| BIV VANGUARD INTERMEDIATE-TERM BOND | 337,688 | $25.9m | 4.8% |
| JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 262,671 | $13.4m | 2.5% |
| EWU STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 259,321 | $13.1m | 2.4% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 153,827 | $11.0m | 2.0% |
| JMUB JPMORGAN MUNICIPAL ETF | 210,875 | $10.7m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1812103")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.