Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rosenberg Matthew Hamilton (CIK 1812103) reported $536.8M across 792 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPTM ($78.0M, 14.52%), VTI ($51.8M, 9.66%), VCIT ($43.3M, 8.06%), JPST ($34.5M, 6.42%), SCHF ($27.3M, 5.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $78.0M | 14.52% | 858,575 | Added |
| 2 | VTI | VANGUARD TOTAL STK MKT | $51.8M | 9.66% | 140,063 | Trimmed |
| 3 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $43.3M | 8.06% | 523,636 | Added |
| 4 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $34.5M | 6.42% | 681,739 | Trimmed |
| 5 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $27.3M | 5.09% | 985,699 | Added |
| 6 | BIV | VANGUARD INTERMEDIATE-TERM BOND | $25.9M | 4.83% | 337,688 | Trimmed |
| 7 | JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $13.4M | 2.50% | 262,671 | Trimmed |
| 8 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $13.1M | 2.43% | 259,321 | Added |
| 9 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $11.0M | 2.04% | 153,827 | Trimmed |
| 10 | JMUB | JPMORGAN MUNICIPAL ETF | $10.7M | 1.99% | 210,875 | Added |
| 11 | SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $9.4M | 1.76% | 391,123 | Added |
| 12 | BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $9.4M | 1.75% | 69,850 | Added |
| 13 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $7.8M | 1.46% | 265,490 | Trimmed |
| 14 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $7.1M | 1.32% | 85,504 | Added |
| 15 | VYM | VANGUARD HIGH DIVIDEND YIELD | $6.2M | 1.16% | 39,417 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION COM | $4.7M | 0.87% | 23,468 | Added |
| 17 | SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $4.2M | 0.79% | 83,730 | Trimmed |
| 18 | SCHB | SCHWAB U.S. BROAD MARKET ETF | $4.2M | 0.78% | 145,486 | Trimmed |
| 19 | GOOG | ALPHABET INC CAP STK CL C | $4.1M | 0.77% | 11,676 | Trimmed |
| 20 | AAPL | APPLE INC | $3.7M | 0.69% | 12,805 | Added |
| 21 | PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $3.5M | 0.65% | 114,610 | Added |
| 22 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $3.3M | 0.62% | 111,604 | Trimmed |
| 23 | MSFT | MICROSOFT | $2.7M | 0.51% | 7,368 | Trimmed |
| 24 | MUB | ISHARES AMT-FREE MUNI BOND ETF | $2.7M | 0.51% | 25,535 | Added |
| 25 | SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $2.5M | 0.47% | 59,273 | Added |
Source: SEC Form 13F filings · as of 2026-06-30