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 $488.0M across 794 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTM ($65.3M, 13.37%), VTI ($45.4M, 9.30%), VCIT ($39.3M, 8.04%), JPST ($36.3M, 7.44%), BIV ($28.6M, 5.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $65.3M | 13.37% | 825,503 | Added |
| 2 | VTI | VANGUARD TOTAL STK MKT | $45.4M | 9.30% | 141,461 | Trimmed |
| 3 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $39.3M | 8.04% | 474,468 | Added |
| 4 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $36.3M | 7.44% | 717,520 | Added |
| 5 | BIV | VANGUARD INTERMEDIATE-TERM BOND | $28.6M | 5.86% | 370,556 | Trimmed |
| 6 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $22.9M | 4.68% | 923,441 | Added |
| 7 | JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $13.7M | 2.82% | 269,504 | Added |
| 8 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $10.8M | 2.22% | 237,100 | Trimmed |
| 9 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $9.9M | 2.04% | 155,021 | Trimmed |
| 10 | SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $9.4M | 1.92% | 386,004 | Added |
| 11 | JMUB | JPMORGAN MUNICIPAL ETF | $9.3M | 1.90% | 185,564 | Added |
| 12 | BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $7.7M | 1.59% | 66,035 | Added |
| 13 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $7.0M | 1.43% | 273,018 | Trimmed |
| 14 | VYM | VANGUARD HIGH DIVIDEND YIELD | $5.9M | 1.20% | 39,572 | Trimmed |
| 15 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $5.3M | 1.10% | 76,637 | Added |
| 16 | SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $4.5M | 0.92% | 88,871 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION COM | $4.0M | 0.81% | 22,714 | Added |
| 18 | SCHB | SCHWAB U.S. BROAD MARKET ETF | $3.7M | 0.75% | 145,657 | Trimmed |
| 19 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $3.5M | 0.72% | 38,253 | Added |
| 20 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $3.4M | 0.69% | 112,192 | Trimmed |
| 21 | GOOG | ALPHABET INC CAP STK CL C | $3.4M | 0.69% | 11,766 | Added |
| 22 | PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $3.2M | 0.65% | 102,305 | Added |
| 23 | AAPL | APPLE INC | $3.1M | 0.64% | 12,320 | Added |
| 24 | MSFT | MICROSOFT | $2.8M | 0.56% | 7,442 | Added |
| 25 | MUB | ISHARES AMT-FREE MUNI BOND ETF | $2.6M | 0.54% | 24,658 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31