| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STK MKT | 18 | Q2 2024 | 13.4% |
| SPDR SER TR | 18 | Q2 2024 | 13.1% |
| JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND | 18 | Q2 2024 | 8.1% |
| ISHARES U S ETF TR | 18 | Q2 2024 | 5.8% |
| SPDR WORLD EX-US ETF | 18 | Q2 2024 | 4.1% |
| SCHWAB U.S. LARGE-CAP ETF | 18 | Q2 2024 | 3.6% |
| SPDR TERM CORPORATE BOND ETF | 18 | Q2 2024 | 2.8% |
| VANGUARD TAX-MANAGED INTL FD | 18 | Q2 2024 | 2.6% |
| ISHARES TR | 18 | Q2 2024 | 4.2% |
| SCHWAB STRATEGIC TR | 18 | Q2 2024 | 3.1% |
View Rosenberg Matthew Hamilton's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-14 |
View Rosenberg Matthew Hamilton's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.