HoldingsChannel.com
Rosenberg Matthew Hamilton Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR SER TR (SPTM) 418,911 +418,911 $13,175
     SPTM418,911+418,911$13,175
VANGUARD INDEX FDS (VTI) 86,813 +86,813 $11,192
     VTI86,813+86,813$11,192
J P MORGAN EXCHANGE TRADED F (JPST) 106,575 +106,575 $5,294
     JPST106,575+106,575$5,294
ISHARES TR (STIP) 42,088 +42,088 $4,205
     STIP42,088+42,088$4,205
SPDR INDEX SHS FDS (SPDW) 172,764 +172,764 $4,136
     SPDW172,764+172,764$4,136
ISHARES TR (AGG) 34,389 +34,389 $3,968
     AGG34,389+34,389$3,968
SPDR SER TR (SPSB) 90,873 +90,873 $2,749
     SPSB90,873+90,873$2,749
VANGUARD SCOTTSDALE FDS (VCSH) 30,630 +30,630 $2,423
     VCSH30,630+30,630$2,423
VANGUARD TAX MANAGED INTL FD (VEA) 2,316,650 +2,316,650 $2,317
     VEA2,316,650+2,316,650$2,317
SPDR INDEX SHS FDS (SPEM) 74,495 +74,495 $2,121
     SPEM74,495+74,495$2,121
VANGUARD BD INDEX FDS (BSV) 22,198 +22,198 $1,825
     BSV22,198+22,198$1,825
ISHARES U S ETF TR (MEAR) 36,516 +36,516 $1,818
     MEAR36,516+36,516$1,818
ISHARES U S ETF TR (NEAR) 600 +600 $1,795
     NEAR600+600$1,795
VANGUARD INTL EQUITY INDEX F (VWO) 49,582 +49,582 $1,664
     VWO49,582+49,582$1,664
ISHARES INC (LEMB) 37,210 +37,210 $1,394
     LEMB37,210+37,210$1,394
SPDR SER TR (SJNK) 56,787 +56,787 $1,338
     SJNK56,787+56,787$1,338
SPDR SER TR (SPAB) 40,117 +40,117 $1,213
     SPAB40,117+40,117$1,213
MICROSOFT CORP 7,191 +7,191 $1,135
     COM7,191+7,191$1,135
FIRST TR EXCH TRADED FD III (FMB) 19,730 +19,730 $1,067
     FMB19,730+19,730$1,067
PIMCO ETF TR (MINT) 10,549 +10,549 $1,045
     MINT10,549+10,549$1,045
SCHWAB STRATEGIC TR 14,762 +14,762 $905
     SCHX14,762+14,762$905
INVESCO EXCHANGE TRADED FD T (PCY) 30,856 +30,856 $738
     PCY30,856+30,856$738
ISHARES TR (EMB) 6,152 +6,152 $595
     EMB6,152+6,152$595
SCHWAB STRATEGIC TR 9,451 +9,451 $544
     SCHP9,451+9,451$544
VANGUARD WHITEHALL FDS (VYM) 538,407 +538,407 $539
     VYM538,407+538,407$539
APPLE INC 1,960 +1,960 $499
     AAPL1,960+1,960$499
JOHNSON & JOHNSON 3,760 +3,760 $494
     JNJ3,760+3,760$494
VANGUARD SCOTTSDALE FDS (VCIT) 5,540 +5,540 $483
     VCIT5,540+5,540$483
ISHARES TR (IVV) 1,841 +1,841 $476
     IVV1,841+1,841$476
ALPHABET INC 391 +391 $455
     GOOG391+391$455
CHEVRON CORP NEW 5,513 +5,513 $400
     CVX5,513+5,513$400
AMAZON COM INC 203 +203 $396
     AMZN203+203$396
VANGUARD INDEX FDS (VNQ) 5,610 +5,610 $392
     VNQ5,610+5,610$392
VERIZON COMMUNICATIONS INC 6,818 +6,818 $367
     VZ6,818+6,818$367
INTEL CORP 6,629 +6,629 $359
     INTC6,629+6,629$359
ISHARES TR (IEUR) 9,537 +9,537 $354
     IEUR9,537+9,537$354
EXXON MOBIL CORP 8,809 +8,809 $335
     XOM8,809+8,809$335
AT&T INC 11,083 +11,083 $324
     T11,083+11,083$324
JPMORGAN CHASE & CO 3,471 +3,471 $313
     JPM3,471+3,471$313
HOME DEPOT INC 1,668 +1,668 $312
     HD1,668+1,668$312
SCHWAB STRATEGIC TR 15,000 +15,000 $311
     SCHE15,000+15,000$311
VANGUARD BD INDEX FDS (BND) 3,628 +3,628 $310
     BND3,628+3,628$310
ISHARES TR (PFF) 8,409 +8,409 $268
     PFF8,409+8,409$268
WALMART INC 2,265 +2,265 $258
     WMT2,265+2,265$258
MCDONALDS CORP 1,528 +1,528 $253
     MCD1,528+1,528$253
VISA INC 1,515 +1,515 $245
     V1,515+1,515$245
DISNEY WALT CO 2,488 +2,488 $241
     DIS2,488+2,488$241
PROCTER & GAMBLE CO 2,157 +2,157 $238
     PG2,157+2,157$238
VANECK VECTORS ETF TR (RSX) 13,947 +13,947 $233
     RSX13,947+13,947$233
BERKSHIRE HATHAWAY INC DEL      $229
     BRK.B1,252+1,252$229

See Full List: All Stocks Held By Rosenberg Matthew Hamilton
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By Rosenberg Matthew Hamilton

Size ($ in 1000's)
At 03/31/2020: $100,536
At 12/31/2019: $0

Rosenberg Matthew Hamilton holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rosenberg Matthew Hamilton 13F filings. Link to 13F filings: SEC filings

Rosenberg Matthew Hamilton Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.