account_balance

Investment manager · 13F filer · SEC CIK 1812103

Rosenberg Matthew Hamilton

Reported value$558Mas of Sep 30, 2026

Positions817 41 new, 16 sold out

Top 10 weight56.5%SPTM alone is 15%

FiledOct 55 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

14.8%Added +5%

VTIVanguard Total STK MKT

9.3%

VCITVanguard Intermediate-Term Corporate Bond ETF

7.5%Added +3%

JPSTJPMorgan Ultra-Short Income ETF

6.5%Added +6%

SCHFSchwab International Equity ETF

5.2%Added +6%

BIVVanguard Intermediate-Term Bond

4.4%

JMSTJPMorgan Ultra-Short Municipal Income ETF

2.8%Added +19%

SPDWState Street SPDR Portfolio Developed World Ex-US ETF

2.3%

VEAVanguard Ftse Developed Markets ETF

1.9%

BBUSJPMorgan Betabuilders U.S. Equity ETF

1.8%

SCHOSchwab Short-Term US Treasury ETF

1.7%

SCHXSchwab U.S. Large-Cap ETF

1.4%

SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

14.8%Added +5%

VTIVanguard Total STK MKT

9.3%

VCITVanguard Intermediate-Term Corporate Bond ETF

7.5%+3%

JPSTJPMorgan Ultra-Short Income ETF

6.5%+6%

SCHFSchwab International Equity ETF

5.2%

BIVVanguard Intermediate-Term Bond

4.4%

JMSTJPMorgan Ultra-Short Municipal Income ETF

2.8%

SPDW2.3%

VEA1.9%

BBUS

SCHO

SCHX

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 14.8% Added +5%

VTI Vanguard Total STK MKT 9.3% Held

VCIT Vanguard Intermediate-Term Corporate Bond ETF 7.5% Added +3%

JPST JPMorgan Ultra-Short Income ETF 6.5% Added +6%

SCHF Schwab International Equity ETF 5.2% Added +6%

BIV Vanguard Intermediate-Term Bond 4.4% Held

JMST JPMorgan Ultra-Short Municipal Income ETF 2.8% Added +19%

SPDW State Street SPDR Portfolio Developed World Ex-US ETF 2.3% Held

VEA Vanguard Ftse Developed Markets ETF 1.9% Held

BBUS JPMorgan Betabuilders U.S. Equity ETF 1.8% Added +3%

SCHO Schwab Short-Term US Treasury ETF 1.7% Added +5%

SCHX Schwab U.S. Large-Cap ETF 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 5, 2026, compared with the Jul 17, 2026 filing

add_circleNew

FBTC $170K
HYD $90.6K
DLN $57.7K
SGOV $57.3K

arrow_upwardAdded

SCMB +1329%
SPIB +373%
TXN +229%
SUB +43%

arrow_downwardTrimmed

MUB −56%
JMUB −31%
JCPB −5%
BSV −4%

remove_circleSold out

EA $278K
TEVA $207K
BLOK $67.1K
AVB $28.5K

Rosenberg Matthew Hamilton

Where the money is

Biggest moves since Jun 30, 2026

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