RM

Rosenberg Matthew Hamilton

13F
Rosenberg Matthew Hamilton
Last update 2025-04-29 822 Stocks (43 new)
Value $399.00 Mil Turnover 5 %
Countries:
Top Holdings: SPTM(11.69%)VTI(10.38%)JPST(8.36%)BIV(7.73%)VCIT(6.47%)
Summary Stock Picks Current Portfolio
Rosenberg Matthew Hamilton Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
685,690
46,633.8
+9.82%
11.690
+1.05%
0.490
+16.58%
+6.93%
10,662.8
 
VTI
Vanguard Total Stock Market ETF
150,537
41,373.6
-2.10%
10.380
-0.24%
0.010
+17.05%
+6.98%
450,247.8
 
JPST
JPMorgan Ultra-Short Income ETF
658,768
33,353.4
+4.98%
8.360
+0.40%
0.110
+1.11%
+2.54%
31,756.9
 
BIV
Vanguard Intermediate-Term Bond ETF
402,513
30,820.4
+6.21%
7.730
+0.45%
0.140
+0.60%
+4.74%
23,135.4
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
315,333
25,781.6
+13.05%
6.470
+0.75%
0.050
+1.71%
+5.10%
52,150.7
 
SCHF
Schwab International Equity ETF
781,332
15,454.8
+13.20%
3.880
+0.45%
0.040
+14.61%
+20.68%
49,128.7
 
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
208,159
10,584.9
+18.21%
2.650
+0.41%
0.310
+0.83%
+1.75%
4,058.8
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
232,670
8,471.5
+3.03%
2.120
+0.06%
0.040
+15.38%
+21.12%
27,201.8
 
VEA
Vanguard FTSE Developed Markets ETF
162,661
8,268.0
-2.45%
2.070
-0.05%
0.010
+15.17%
+21.17%
151,853.0
 
SCHO
Schwab Short-Term U.S. Treasury ETF
307,630
7,487.7
+9.42%
1.880
+0.16%
0.070
+0.53%
+2.87%
11,402.5
 

Rosenberg Matthew Hamilton's Historical Top Holdings Breakdowns

Rosenberg Matthew Hamilton's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-03-31
Add
Add
+1.05%
●
67.03 ($71.58) 74.61
$75.89
6.02%
Add 9.82%
685,690
61,300
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.75%
●
79.17 ($80.9) 82.04
$82.44
1.90%
Add 13.05%
315,333
36,404
SCHF
Schwab International Equity ETF
2025-03-31
Add
Add
+0.45%
●
18.36 ($19.62) 20.51
$22.18
13.05%
Add 13.2%
781,332
91,113
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Add
Add
+0.45%
●
73.78 ($75.44) 76.59
$76.73
1.71%
Add 6.21%
402,513
23,546
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
2025-03-31
Add
Add
+0.41%
●
50.72 ($50.82) 50.92
$50.83
0.02%
Add 18.21%
208,159
32,061
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Add
Add
+0.40%
●
50.39 ($50.51) 50.66
$50.50
-0.02%
Add 4.98%
658,768
31,258
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-0.24%
●
271.18 ($290.53) 303.12
$308.03
6.02%
Reduce -2.1%
150,537
-3,231
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Reduce
Reduce
-0.20%
●
91.45 ($91.59) 91.75
$91.50
-0.10%
Reduce -11.58%
64,445
-8,436
SCHO
Schwab Short-Term U.S. Treasury ETF
2025-03-31
Add
Add
+0.16%
●
24.1 ($24.21) 24.34
$24.24
0.12%
Add 9.42%
307,630
26,480
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2025-03-31
Add
Add
+0.09%
●
126.11 ($130.91) 135.06
$135.81
3.74%
Add 7.54%
39,043
2,739

Rosenberg Matthew Hamilton Total Holding History ($B)

To

Rosenberg Matthew Hamilton's Asset Allocation

To

Rosenberg Matthew Hamilton Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Rosenberg Matthew Hamilton's Hypothetical Growth since 2025-03-31

Rosenberg Matthew Hamilton's Yearly Returns

Year Portfolio % % Excess Gain %

Rosenberg Matthew Hamilton's Holdings Heat Map

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