Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2015 |
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.