Rosenberg Matthew Hamilton

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
828
Quarter
2025 Q4
Top Holding
SPTM (13.6%)
Top 10 Concentration
58.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 828
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPTM
STATE STREET SP...
ETF 13.57% 13.51% #1
Prev: #1
7.4 19,069 2.5%
P
S
794,032 $65,507,603 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD TOTAL ...
ETF 9.99% 10.35% #2
Prev: #2
4.0 -2,006 -1.4%
P
S
143,911 $48,249,065 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VCIT
VANGUARD INTERM...
ETF 7.76% 7.08% #3 1
Prev: #4
5.1 57,958 14.9%
P
S
447,133 $37,447,389 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JPST
JPMORGAN ULTRA-...
ETF 7.28% 7.22% #4 1
Prev: #3
4.9 36,461 5.5%
P
S
695,111 $35,165,660 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BIV
VANGUARD INTERM...
ETF 6.01% 6.31% #5
Prev: #5
2.4 -1,715 -0.5%
P
S
372,367 $28,999,954 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHF
SCHWAB INTERNAT...
ETF 4.56% 4.44% #6
Prev: #6
3.8 33,314 3.8%
P
S
915,089 $21,998,746 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JMST
JPMORGAN ULTRA-...
ETF 2.80% 2.80% #7
Prev: #7
3.1 12,049 4.7%
P
S
265,768 $13,538,222 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPDW
SPDR PORTFOLIO ...
ETF 2.21% 2.22% #8
Prev: #8
2.9 319 0.1%
P
S
240,776 $10,692,860 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD FTSE D...
ETF 2.03% 2.04% #9
Prev: #9
0.8 -554 -0.4%
P
S
157,050 $9,810,893 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHO
SCHWAB SHORT-TE...
ETF 1.83% 1.62% #10 2
Prev: #12
2.8 55,292 18.0%
P
S
362,841 $8,842,434 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JMUB
JPMORGAN MUNICI...
ETF 1.70% 1.23% #11 2
Prev: #13
2.8 49,502 43.9%
P
S
162,293 $8,195,797 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BBUS
JPMORGAN BETABU...
ETF 1.61% 1.71% #12 2
Prev: #10
0.7 -2,460 -3.7%
P
S
63,204 $7,793,685 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHX
SCHWAB U.S. LAR...
ETF 1.55% 1.63% #13 2
Prev: #11
0.6 -8,678 -3.0%
P
S
278,480 $7,493,908 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VYM
VANGUARD HIGH D...
ETF 1.19% 1.20% #14
Prev: #14
2.5 757 1.9%
P
S
39,987 $5,738,934 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES CORE MS...
ETF 1.06% 1.06% #15
Prev: #15
2.4 1,636 2.2%
P
S
76,376 $5,133,995 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SLQD
ISHARES 0-5 YEA...
ETF 0.94% 1.03% #16
Prev: #16
0.4 -3,536 -3.8%
P
S
89,873 $4,556,565 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.87% 0.92% #17
Prev: #17
0.4 -80 -0.4%
P
S
22,646 $4,223,479 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHB
SCHWAB U.S. BRO...
ETF 0.84% 0.87% #18 1
Prev: #19
0.3 -1,135 -0.7%
P
S
155,413 $4,076,483 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC CA...
Communication Services 0.74% 0.60% #19 4
Prev: #23
0.3 -61 -0.5%
P
S
11,428 $3,586,106 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT
Technology 0.72% 0.82% #20
Prev: #20
0.3 -91 -1.2%
P
S
7,192 $3,478,108 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BIL
STATE STREET SP...
ETF 0.72% 0.89% #21 3
Prev: #18
0.3 -7,039 -15.6%
P
S
38,023 $3,474,542 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPSB
STATE STREET SP...
ETF 0.71% 0.77% #22 1
Prev: #21
0.3 -3,804 -3.2%
P
S
113,466 $3,426,678 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 0.67% 0.66% #23 1
Prev: #22
0.3 -77 -0.6%
P
S
11,849 $3,221,357 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PSK
STATE STREET SP...
ETF 0.62% 0.57% #24 1
Prev: #25
2.3 15,377 19.3%
P
S
95,167 $3,015,843 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MUB
ISHARES AMT-FRE...
ETF 0.56% 0.58% #25 1
Prev: #24
0.2 no change no change
P
S
25,255 $2,705,063 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.05%
Sold All 😨
(Was: #189)
0.3 -3,766 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA COM
Consumer Defensive 0.00% 0.03%
Sold All 😨
(Was: #271)
0.3 -1,590 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO BULLETS...
ETF 0.00% 0.01%
Sold All 😨
(Was: #449)
0.3 -2,000 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FLOT
ISHARES FLOATIN...
ETF 0.00% 0.01%
Sold All 😨
(Was: #450)
0.3 -800 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DLB
DOLBY LABORATOR...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #487)
0.3 -408 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IP
INTERNATIONAL P...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #588)
0.3 -314 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DPZ
DOMINOS PIZZA I...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #613)
0.3 -26 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VICI
VICI PPTYS INC ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #615)
0.3 -337 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MTUM
ISHARES MSCI US...
ETF 0.00% 0.00%
Sold All 😨
(Was: #631)
0.3 -39 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ACGL
ARCH CAP GROUP ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #642)
0.3 -103 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TECK
TECK RESOURCES ...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #658)
0.3 -177 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VTEB
VANGUARD TAX-EX...
ETF 0.00% 0.00%
Sold All 😨
(Was: #672)
0.3 -133 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LYB
LYONDELLBASELL ...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #690)
0.3 -110 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MGY
MAGNOLIA OIL & ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #698)
0.3 -192 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TTD
THE TRADE DESK ...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #700)
0.3 -93 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PAA
PLAINS ALL AMER...
Energy 0.00% 0.00%
Sold All 😨
(Was: #704)
0.3 -260 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PAYC
PAYCOM SOFTWARE...
Technology 0.00% 0.00%
Sold All 😨
(Was: #714)
0.3 -19 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CSL
CARLISLE COS IN...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #715)
0.3 -12 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JD
JD.COM INC SPON...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #724)
0.3 -104 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FI
FISERV INC COM
Unknown 0.00% 0.00%
Sold All 😨
(Was: #729)
0.3 -26 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #731)
0.3 -119 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPOT
SPOTIFY TECHNOL...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #746)
0.3 -3 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IIPR
INNOVATIVE INDL...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #758)
0.3 -30 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MPW
MEDICAL PPTYS T...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #767)
0.3 -250 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ELVR
ELEVRA LITHIUM ...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #778)
0.3 -27 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 828 holdings

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