Rosenberg Matthew Hamilton Top Holdings and 13F Report (2025) About Rosenberg Matthew HamiltonInvestment ActivityRosenberg Matthew Hamilton has $384.85 million in total holdings as of December 31, 2024.Rosenberg Matthew Hamilton owns shares of 815 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 9.46% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Rosenberg Matthew Hamilton has purchased 834 new stocks and bought additional shares in 188 stocks.Rosenberg Matthew Hamilton sold shares of 209 stocks and completely divested from 86 stocks this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $44,600,145Vanguard Total Stock Market ETF $44,563,525JPMorgan Ultra-Short Income ETF $31,607,673Vanguard Intermediate-Term Bond ETF $28,320,186Vanguard Intermediate-Term Corporate Bond ETF $22,389,631 Largest New Holdings this Quarter Amplify YieldShares CWP Dividend & Option Income ETF $330,276 HoldingSPDR S&P 500 ETF Trust $114,286 HoldingIron Mountain $112,993 HoldingSPDR Gold MiniShares Trust $106,268 HoldingSchwab 5-10 Year Corporate Bond ETF $88,170 Holding Largest Purchases this Quarter Schwab International Equity ETF 363,689 shares (about $6.73M)Schwab US Large-Cap ETF 200,545 shares (about $4.65M)Schwab Short-Term U.S. Treasury ETF 148,966 shares (about $3.58M)Schwab US Broad Market ETF 130,662 shares (about $2.97M)Vanguard Intermediate-Term Corporate Bond ETF 29,757 shares (about $2.39M) Largest Sales this Quarter Vanguard Total Stock Market ETF 3,444 shares (about $998.11K)iShares TIPS Bond ETF 2,864 shares (about $305.16K)iShares Short-Term National Muni Bond ETF 2,787 shares (about $293.97K)SPDR Portfolio Short Term Corporate Bond ETF 7,984 shares (about $238.40K)Vanguard Short-Term Bond ETF 2,224 shares (about $171.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRosenberg Matthew Hamilton Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$44,600,145$2,109,041 ▲5.0%624,39011.6%ETFVTIVanguard Total Stock Market ETF$44,563,525$998,106 ▼-2.2%153,76811.6%ETFJPSTJPMorgan Ultra-Short Income ETF$31,607,673$1,295,768 ▲4.3%627,5108.2%ETFBIVVanguard Intermediate-Term Bond ETF$28,320,186$996,823 ▲3.6%378,9677.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$22,389,631$2,388,594 ▲11.9%278,9295.8%ETFSCHFSchwab International Equity ETF$12,769,057$6,728,249 ▲111.4%690,2193.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$8,929,930$1,034,890 ▲13.1%176,0982.3%ETFVEAVanguard FTSE Developed Markets ETF$7,973,635$403,361 ▲5.3%166,7432.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,707,440$340,856 ▲4.6%225,8262.0%ETFSCHXSchwab US Large-Cap ETF$7,025,992$4,648,630 ▲195.5%303,1061.8%ETFSCHOSchwab Short-Term U.S. Treasury ETF$6,764,468$3,584,121 ▲112.7%281,1501.8%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$6,663,510$209,009 ▲3.2%72,8811.7%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$5,243,346$114,651 ▼-2.1%105,4151.4%ManufacturingVYMVanguard High Dividend Yield ETF$4,632,027$62,647 ▲1.4%36,3041.2%ETFSCHBSchwab US Broad Market ETF$4,473,807$2,966,028 ▲196.7%197,0841.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$3,829,042$238,403 ▼-5.9%128,2331.0%ETFMUBiShares National Muni Bond ETF$3,480,136$445,272 ▲14.7%32,6620.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,387,668$238,071 ▲7.6%64,8730.9%ETFMSFTMicrosoft$3,255,297$56,060 ▼-1.7%7,7230.8%Computer and TechnologyBBUSJP Morgan BetaBuilders U.S. Equity ETF$2,905,492$310,981 ▲12.0%27,4310.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,843,865$2,184 ▼-0.1%36,4550.7%ETFNVDANVIDIA$2,840,502$127,441 ▲4.7%21,1520.7%Computer and TechnologyAAPLApple$2,837,209$13,272 ▲0.5%11,3300.7%Computer and TechnologySCHJSchwab 1-5 Year Corporate Bond ETF$2,550,088$1,196,057 ▲88.3%104,6190.7%ETFBSVVanguard Short-Term Bond ETF$2,498,441$171,848 ▼-6.4%32,3340.6%ETFGOOGAlphabet$2,181,681$51,038 ▼-2.3%11,4560.6%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$1,870,392$109,198 ▼-5.5%14,5420.5%ETFPSKSPDR ICE Preferred Securities ETF$1,760,512$57,469 ▲3.4%53,3650.5%ETFJMUBJPMorgan Municipal ETF$1,586,495$613,886 ▲63.1%31,6350.4%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$1,471,051$6,035 ▲0.4%58,2590.4%ETFSUBiShares Short-Term National Muni Bond ETF$1,448,768$293,973 ▼-16.9%13,7350.4%ETFVWOVanguard FTSE Emerging Markets ETF$1,430,598$6,694 ▲0.5%32,4840.4%ETFAVGOBroadcom$1,386,867$42,659 ▲3.2%5,9820.4%Computer and TechnologyJPMJPMorgan Chase & Co.$1,374,641$69,990 ▲5.4%5,7350.4%FinanceVYMIVanguard International High Dividend Yield ETF$1,302,142$44,054 ▲3.5%19,1830.3%ETFXOMExxon Mobil$1,231,267$22,052 ▲1.8%11,4460.3%Oils/EnergyESGUiShares ESG Aware MSCI USA ETF$1,209,169$43,410 ▼-3.5%9,3870.3%ManufacturingJCPBJPMorgan Core Plus Bond ETF$1,144,333$185,754 ▲19.4%24,8390.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,101,115$26,936 ▲2.5%28,6970.3%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,052,510$171,505 ▲19.5%24,7010.3%ETFAMZNAmazon.com$1,040,567$60,332 ▲6.2%4,7430.3%Retail/WholesaleSHViShares Short Treasury Bond ETF$1,022,9220.0%9,2900.3%ETFCOPConocoPhillips$1,012,526$52,163 ▼-4.9%10,2100.3%Oils/EnergyPFFiShares Preferred and Income Securities ETF$968,637$115,071 ▲13.5%30,8090.3%ETFWMTWalmart$947,862$5,692 ▲0.6%10,4910.2%Retail/WholesaleNEARiShares Short Duration Bond Active ETF$923,807$7,070 ▼-0.8%18,2930.2%ETFVCLTVanguard Long-Term Corporate Bond ETF$894,817$55,262 ▲6.6%11,9660.2%ManufacturingTSMTaiwan Semiconductor Manufacturing$875,078$4,147 ▲0.5%4,4310.2%Computer and TechnologyBRK.BBerkshire Hathaway$841,741$2,720 ▲0.3%1,8570.2%FinanceGLDSPDR Gold Shares$784,5010.0%3,2400.2%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$765,785$86,373 ▲12.7%8,6000.2%ETFMBBiShares MBS ETF$754,251$64,634 ▲9.4%8,2270.2%ETFCVXChevron$729,704$133,977 ▼-15.5%5,0380.2%Oils/EnergyCMBSiShares CMBS ETF$712,578$102,330 ▲16.8%15,0970.2%ETFORCLOracle$682,058$5,666 ▼-0.8%4,0930.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$681,621$34,870 ▼-4.9%3,8900.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$676,091$1,204 ▼-0.2%6,7380.2%ETFHDHome Depot$671,708$51,730 ▼-7.2%1,7270.2%Retail/WholesaleUNHUnitedHealth Group$667,938$223,658 ▲50.3%1,3200.2%MedicalMETAMeta Platforms$663,383$14,052 ▼-2.1%1,1330.2%Computer and TechnologyPSXPhillips 66$626,957$55,826 ▼-8.2%5,5030.2%Oils/EnergyMCDMcDonald's$619,205$30,438 ▼-4.7%2,1360.2%Retail/WholesaleCOSTCostco Wholesale$617,566$44,897 ▼-6.8%6740.2%Retail/WholesaleSHELShell$611,883$8,144 ▼-1.3%9,7670.2%Oils/EnergyGSThe Goldman Sachs Group$581,209$8,017 ▼-1.4%1,0150.2%FinanceVLOValero Energy$562,443$13,485 ▼-2.3%4,5880.1%Oils/EnergyABBVAbbVie$561,710$30,920 ▲5.8%3,1610.1%MedicalTSLATesla$550,838$55,326 ▼-9.1%1,3640.1%Auto/Tires/TrucksSLViShares Silver Trust$542,8980.0%20,6190.1%ETFLLYEli Lilly and Company$534,224$13,896 ▲2.7%6920.1%MedicalPGProcter & Gamble$530,405$20,452 ▲4.0%3,1640.1%Consumer StaplesSCHESchwab Emerging Markets Equity ETF$521,788$53,153 ▼-9.2%19,5940.1%ETFMSMorgan Stanley$498,480$27,281 ▲5.8%3,9650.1%FinanceMPCMarathon Petroleum$496,341$11,718 ▼-2.3%3,5580.1%Oils/EnergyCATCaterpillar$492,628$63,846 ▲14.9%1,3580.1%Industrial ProductsVVisa$484,173$32,868 ▼-6.4%1,5320.1%Business ServicesEFGiShares MSCI EAFE Growth ETF$463,888$581 ▲0.1%4,7910.1%ETFLINDE PLC SHS$436,673$7,955 ▼-1.8%1,0430.1%StockAGGiShares Core U.S. Aggregate Bond ETF$432,465$56,202 ▲14.9%4,4630.1%FinanceIEURiShares Core MSCI Europe ETF$431,894$54 ▼0.0%8,0010.1%ETFGOOGLAlphabet$428,197$40,510 ▲10.4%2,2620.1%Computer and TechnologyLMTLockheed Martin$428,113$2,430 ▼-0.6%8810.1%AerospaceBACBank of America$422,711$11,866 ▲2.9%9,6180.1%FinanceIBMInternational Business Machines$421,524$660 ▼-0.2%1,9170.1%Computer and TechnologySOSouthern$417,527$27,166 ▲7.0%5,0720.1%UtilitiesOKEONEOK$413,5480.0%4,1190.1%Oils/EnergyMARMarriott International$412,552$10,042 ▲2.5%1,4790.1%Consumer DiscretionaryJNJJohnson & Johnson$411,010$68,984 ▼-14.4%2,8420.1%MedicalSCHDSchwab US Dividend Equity ETF$405,101$249,104 ▲159.7%14,8280.1%ETFSCHWCharles Schwab$399,876$1,850 ▼-0.5%5,4030.1%FinanceCSCOCisco Systems$394,900$11,958 ▲3.1%6,6710.1%Computer and TechnologyNFLXNetflix$391,289$21,392 ▼-5.2%4390.1%Consumer DiscretionaryLEMBiShares J.P. Morgan EM Local Currency Bond ETF$381,800$24,866 ▼-6.1%10,5790.1%ETFTMUST-Mobile US$373,696$19,866 ▼-5.0%1,6930.1%Computer and TechnologyNDAQNasdaq$367,918$37,109 ▼-9.2%4,7590.1%FinanceTMToyota Motor$367,618$3,892 ▼-1.0%1,8890.1%Auto/Tires/TrucksQQQInvesco QQQ$367,063$27,095 ▼-6.9%7180.1%FinanceIEFAiShares Core MSCI EAFE ETF$365,456$3,725 ▼-1.0%5,2000.1%ETFCMGChipotle Mexican Grill$365,237$3,437 ▲1.0%6,0570.1%Retail/WholesaleAXPAmerican Express$364,755$33,537 ▲10.1%1,2290.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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