SEC Form 13F

Rosenberg Matthew Hamilton 13F Holdings

Report period2026-06-30
Publicly available2026-07-18
Reported value$536,760,366
Positions792

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFSPTMETF$77,950,042858,575
VANGUARD TOTAL STK MKTVTIETF$51,828,939140,063
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFVCITETF$43,278,515523,636
JPMORGAN ULTRA-SHORT INCOME ETFJPSTETF$34,475,535681,739
SCHWAB INTERNATIONAL EQUITY ETFSCHFETF$27,303,870985,699
VANGUARD INTERMEDIATE-TERM BONDBIVETF$25,900,682337,688
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFJMSTETF$13,396,221262,671
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSPDWETF$13,067,195259,321
VANGUARD FTSE DEVELOPED MARKETS ETFVEAETF$10,960,151153,827
JPMORGAN MUNICIPAL ETFJMUBETF$10,681,873210,875

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page