Rosenberg Matthew Hamilton
CIK Number: 0001812103
398.77M
Market Value
783
# of Holdings
14 months
Avg. Holding Period
34.34%
Win Rate
11.27%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR Portfolio ... | 68.46 | -0.51% | 624.39K | +4.96% | 44.6M | 44.9 | 11.59% |
| 2 | VTI | Vanguard Total ... | 277.25 | -0.56% | 153.77K | -2.19% | 44.56M | 179.11 | 11.58% |
| 3 | JPST | JPMorgan Ultra-... | 50.42 | -0.08% | 627.51K | +4.27% | 31.61M | 50.31 | 8.21% |
| 4 | BIV | Vanguard Interm... | 76.03 | -0.11% | 378.97K | +3.65% | 28.32M | 73.24 | 7.36% |
| 5 | VCIT | Vanguard Interm... | 80.92 | -0.04% | 278.93K | +11.94% | 22.39M | 79.11 | 5.82% |
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