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Rosenberg Matthew Hamilton Top Holdings
As of  06/30/2022, below is a summary of the Rosenberg Matthew Hamilton top holdings by largest position size, as per the latest 13f filing made by Rosenberg Matthew Hamilton. In the Rosenberg Matthew Hamilton-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Rosenberg Matthew Hamilton in that top holding, then the share count change between reporting periods, and finally the Rosenberg Matthew Hamilton top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD TOTAL STK MKT (VTI) 161,406 +1,454 $30,766
     VTI161,406+1,454$30,766
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF (SPTM) 441,199 +29,339 $20,705
     SPTM441,199+29,339$20,705
BLACKROCK SHORT MATURITY BOND ETF (NEAR) 288,802 +62,874 $14,218
     NEAR288,802+62,874$14,218
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 281,812 +13,094 $14,091
     JPST281,812+13,094$14,091
SCHWAB U.S. LARGE CAP ETF (SCHX) 199,588 +9,598 $9,005
     SCHX199,588+9,598$9,005
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB) 252,087 +39,736 $7,515
     SPSB252,087+39,736$7,515
ISHARES 0 5 YEAR TIPS BOND ETF (STIP) 64,453 +3,139 $6,561
     STIP64,453+3,139$6,561
VANGUARD SHORT TERM CORP BOND FD ETF (VCSH) 84,284 -16,489 $6,454
     VCSH84,284-16,489$6,454
ISHARES 0 5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD) 132,342 +10,931 $6,432
     SLQD132,342+10,931$6,432
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 174,125 +16,006 $5,485
     SCHF174,125+16,006$5,485
ISHARES ESG AWARE MSCI USA ETF (ESGU) 50,466 +2,174 $4,285
     ESGU50,466+2,174$4,285
SPDR PORTFOLIO DEVELOPED WORLD EX US ETF (SPDW) 145,884 +4,434 $4,215
     SPDW145,884+4,434$4,215
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 96,798 +9,359 $3,958
     VEA96,798+9,359$3,958
VANGUARD SHORT TERM BOND INDEX FUND (BSV) 43,652 -31,107 $3,363
     BSV43,652-31,107$3,363
VANGUARD HIGH DIVIDEND YIELD (VYM) 27,708 +2,881 $2,846
     VYM27,708+2,881$2,846
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) 80,525 -2,954 $2,783
     SPEM80,525-2,954$2,783
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 66,840 +2,414 $2,767
     VWO66,840+2,414$2,767
ISHARES U.S. TREASURY BOND ETF (GOVT) 107,321 -12,120 $2,583
     GOVT107,321-12,120$2,583
MICROSOFT 8,365 -388 $2,171
     MSFT8,365-388$2,171
ISHARES MSCI EAFE GROWTH ETF (EFG) 25,503 +528 $2,056
     EFG25,503+528$2,056
ISHARES MSCI EM ESG SELECT ETF (ESGE) 60,511 +3,084 $1,941
     ESGE60,511+3,084$1,941
APPLE INC 13,673 +409 $1,890
     AAPL13,673+409$1,890
PIMCO ENHANCED SHORT MATURITY ETF (MINT) 18,894 -3,119 $1,871
     MINT18,894-3,119$1,871
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 38,138 +6,113 $1,857
     IEMG38,138+6,113$1,857
ISHARES MSCI USA VALUE FACTOR ETF (VLUE) 18,838 -19 $1,716
     VLUE18,838-19$1,716
SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB) 60,754 -3,274 $1,612
     SPAB60,754-3,274$1,612
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF (SJNK) 65,347 +968 $1,577
     SJNK65,347+968$1,577
JPMORGAN ULTRA SHORT MUNICIPAL INCOME ETF (JMST) 31,128 +1 $1,576
     JMST31,128+1$1,576
SPDR ICE PREFERRED SECURITIES ETF (PSK) 40,406 -5,065 $1,458
     PSK40,406-5,065$1,458
ALPHABET INC CAP STK CL C 627 +24 $1,368
     GOOG627+24$1,368
VANGUARD MORTGAGE BACKED SECURITIES ETF (VMBS) 28,223 +2,495 $1,357
     VMBS28,223+2,495$1,357
SCHWAB U.S. BROAD MARKET ETF (SCHB) 28,290 -4,837 $1,263
     SCHB28,290-4,837$1,263
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP) 2,455 -16 $1,225
     VTIP2,455-16$1,225
ISHARES U.S. ENERGY ETF (IYE) 31,544 +1,228 $1,218
     IYE31,544+1,228$1,218
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) 13,920 +364 $1,199
     EMB13,920+364$1,199
ISHARES S&P SMALL CAP FUND (IJR) 12,377 +446 $1,155
     IJR12,377+446$1,155
ISHARES GLOBAL TECH ETF (IXN) 24,141 +465 $1,100
     IXN24,141+465$1,100
ISHARES SHORT TERM NATIONAL MUNI BOND ETF (SUB) 10,460 +7,848 $1,096
     SUB10,460+7,848$1,096
SCHWAB EMERGING MARKETS EQUITY ETF (SCHE) 42,206 +1,650 $1,066
     SCHE42,206+1,650$1,066
CHEVRON CORP NEW COM 7,018 +13 $1,028
     CVX7,018+13$1,028
CONOCOPHILLIPS COM 11,229 +153 $1,022
     COP11,229+153$1,022
ISHARES CORE MSCI EAFE ETF (IEFA) 17,183 +1,366 $1,013
     IEFA17,183+1,366$1,013
ISHARES MSCI EAFE VALUE INDEX ETF (EFV) 20,488 -4,403 $892
     EFV20,488-4,403$892
ISHARES 0 5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG) 21,435 -1,770 $870
     SHYG21,435-1,770$870
ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF (LEMB) 25,135 -592 $857
     LEMB25,135-592$857
JOHNSON & JOHNSON COM 4,541 -263 $815
     JNJ4,541-263$815
EXXON MOBIL CORP COM 8,154 -124 $714
     XOM8,154-124$714
ISHARES S&P U.S. PREFERRED STOCK ETF (PFF) 21,018 +3,795 $694
     PFF21,018+3,795$694
ISHARES S&P 500 INDEX (IVV) 1,792 -71 $686
     IVV1,792-71$686
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF (VYMI) 11,478 UNCH $675
     VYMI11,478UNCH$675

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

See Details: Top 10 Stocks Held By Rosenberg Matthew Hamilton

Size ($ in 1000's)
At 06/30/2022: $265,181
At 03/31/2022: $285,909

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

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