Rosenberg Matthew Hamilton - Portfolio overview

Rosenberg Matthew Hamilton has 842 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. SPTM - STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF, 13.34%
2. VTI - VANGUARD TOTAL STK MKT, 9.28%
3. VCIT - VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF, 8.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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