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GOOG has hit a 52 week high
Google annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
NOC has hit a 52 week high
Northrop Grumman annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
TSLA is down 2%
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MSFT has hit a 52 week high
Microsoft annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.

Rosenberg Matthew Hamilton

13F Holdings
Filed: 2025-04-28
Portfolio Value
398.77M arrow_upward 3.62%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001812103
Filing Date
2025-04-28 16:51:07
Address
200 Grand Avenue, Ste. 205
Grand Junction
CO
Prior Value
384.85M
Top 10 Holdings %
lock
Portfolio Value
Rosenberg Matthew Hamilton
(13F - 2025-03-31)
Spdr Portfolio S&p 1500 Composite Stock Market Etf
SPTM
2025-04-28
Value
46.63M
Shares
685.69K
Portfolio %
11.69%
Vanguard Total Stk Mkt
VTI
2025-04-28
Value
41.37M
Shares
150.54K
Portfolio %
10.38%
Jpmorgan Ultra-Short Income Etf
JPST
2025-04-28
Value
33.35M
Shares
658.77K
Portfolio %
8.36%
Vanguard Intermediate-Term Bond
BIV
2025-04-28
Value
30.82M
Shares
402.51K
Portfolio %
7.73%
Vanguard Intermediate-Term Corporate Bond Etf
VCIT
2025-04-28
Value
25.78M
Shares
315.33K
Portfolio %
6.47%
Schwab International Equity Etf
SCHF
2025-04-28
Value
15.45M
Shares
781.33K
Portfolio %
3.88%
Jpmorgan Ultra-Short Municipal Income Etf
JMST
2025-04-28
Value
10.58M
Shares
208.16K
Portfolio %
2.65%
Spdr Portfolio Developed World Ex-Us Etf
SPDW
2025-04-28
Value
8.47M
Shares
232.67K
Portfolio %
2.12%
Vanguard Ftse Developed Markets Etf
VEA
2025-04-28
Value
8.27M
Shares
162.66K
Portfolio %
2.07%
Schwab Short-Term Us Treasury Etf
SCHO
2025-04-28
Value
7.49M
Shares
307.63K
Portfolio %
1.88%
Top Increases | Rosenberg Matthew Hamilton
(2024-12-31 → 2025-03-31)
Vanguard Intermediate-Term Corporate Bond Etf
VCIT
2025-04-28
Value Change
arrow_upward 3.39M
Shares
arrow_upward 36.40K
Portfolio % Change
arrow_upward 0.65%
Portfolio %
6.47%
Schwab International Equity Etf
SCHF
2025-04-28
Value Change
arrow_upward 2.69M
Shares
arrow_upward 91.11K
Portfolio % Change
arrow_upward 0.56%
Portfolio %
3.88%
Vanguard Intermediate-Term Bond
BIV
2025-04-28
Value Change
arrow_upward 2.50M
Shares
arrow_upward 23.55K
Portfolio % Change
arrow_upward 0.37%
Portfolio %
7.73%
Jpmorgan Ultra-Short Municipal Income Etf
JMST
2025-04-28
Value Change
arrow_upward 1.65M
Shares
arrow_upward 32.06K
Portfolio % Change
arrow_upward 0.33%
Portfolio %
2.65%
Jpmorgan Ultra-Short Income Etf
JPST
2025-04-28
Value Change
arrow_upward 1.75M
Shares
arrow_upward 31.26K
Portfolio % Change
arrow_upward 0.15%
Portfolio %
8.36%
Spdr Portfolio Developed World Ex-Us Etf
SPDW
2025-04-28
Value Change
arrow_upward 764.07K
Shares
arrow_upward 6.84K
Portfolio % Change
arrow_upward 0.12%
Portfolio %
2.12%
Schwab Short-Term Us Treasury Etf
SCHO
2025-04-28
Value Change
arrow_upward 723.25K
Shares
arrow_upward 26.48K
Portfolio % Change
arrow_upward 0.12%
Portfolio %
1.88%
Spdr Portfolio S&p 1500 Composite Stock Market Etf
SPTM
2025-04-28
Value Change
arrow_upward 2.03M
Shares
arrow_upward 61.30K
Portfolio % Change
arrow_upward 0.11%
Portfolio %
11.69%
Exxon Mobil Corp Com
XOM
2025-04-28
Value Change
arrow_upward 363.85K
Shares
arrow_upward 1.97K
Portfolio % Change
arrow_upward 0.08%
Portfolio %
0.40%
Ishares Core Msci Emerging Markets Etf
IEMG
2025-04-28
Value Change
arrow_upward 412.52K
Shares
arrow_upward 5.54K
Portfolio % Change
arrow_upward 0.07%
Portfolio %
0.95%
Top Decreases | Rosenberg Matthew Hamilton
(2024-12-31 → 2025-03-31)
Advansix Inc Com
ASIX
2025-04-28
Value Change
arrow_downward -5.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
First Trust S&p Reit Index Fund
FRI
2025-04-28
Value Change
arrow_downward 2.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Tanger Inc Com
SKT
2025-04-28
Value Change
arrow_downward -3.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Rio Tinto Plc Sponsored Adr
RIO
2025-04-28
Value Change
arrow_downward 479.00
Shares
arrow_downward 3.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Applied Indl Technologies Inc Com
AIT
2025-04-28
Value Change
arrow_downward -14.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Liberty Media Corp Del Com Lbty Liv S A
LLYVA
2025-04-28
Value Change
arrow_downward 9.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Xylem Inc Com
XYL
2025-04-28
Value Change
arrow_downward 120.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
First Bancorp P R Com New
FBP
2025-04-28
Value Change
arrow_downward 180.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Dycom Inds Inc Com
DY
2025-04-28
Value Change
arrow_downward -22.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Resideo Technologies Inc Com
REZI
2025-04-28
Value Change
arrow_downward -26.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Rosenberg Matthew Hamilton (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Rosenberg Matthew Hamilton
(2024-12-31 → 2025-03-31)
Main Sector Rotation Etf
SECT
2025-04-28
Value
add_circle 70.87K
Shares
1.39K
Portfolio %
0.02%
% Change
0.02%
Vaneck Morningstar Wide Moat Etf
MOAT
2025-04-28
Value
add_circle 44.70K
Shares
508.00
Portfolio %
0.01%
% Change
0.01%
Franklin International Low Volatility High Dividend Index Etf
LVHI
2025-04-28
Value
add_circle 19.52K
Shares
603.00
Portfolio %
0.00%
% Change
0.00%
Millrose Pptys Inc Com Cl A
-
2025-04-28
Value
add_circle 18.66K
Shares
704.00
Portfolio %
0.00%
% Change
0.00%
Ishares High Yield Muni Active Etf
-
2025-04-28
Value
add_circle 17.98K
Shares
363.00
Portfolio %
0.00%
% Change
0.00%
Middlesex Wtr Co Com
MSEX
2025-04-28
Value
add_circle 16.99K
Shares
265.00
Portfolio %
0.00%
% Change
0.00%
Vaneck Semiconductor Etf
SMH
2025-04-28
Value
add_circle 16.71K
Shares
79.00
Portfolio %
0.00%
% Change
0.00%
Utilities Select Sector Spdr Fund
XLU
2025-04-28
Value
add_circle 12.85K
Shares
163.00
Portfolio %
0.00%
% Change
0.00%
Wisdomtree Us Value Fund Of Benef Interest
WTV
2025-04-28
Value
add_circle 12.33K
Shares
150.00
Portfolio %
0.00%
% Change
0.00%
Keurig Dr Pepper Inc Com
KDP
2025-04-28
Value
add_circle 10.71K
Shares
313.00
Portfolio %
0.00%
% Change
0.00%
Closed Positions | Rosenberg Matthew Hamilton
(2024-12-31 → 2025-03-31)
Thomson Reuters Corp Com
-
2025-01-14
Value
remove_circle 0.00
Shares
0.00
Previous %
11.59%
% Change
-11.59%
First Trust Rising Dividend Achievers Etf
-
2025-01-14
Value
remove_circle 0.00
Shares
0.00
Previous %
11.59%
% Change
-11.59%
Nnn Reit Inc Com
-
2025-01-14
Value
remove_circle 0.00
Shares
0.00
Previous %
11.59%
% Change
-11.59%
Smith & Wesson Brands Inc Com
-
2025-01-14
Value
remove_circle 0.00
Shares
0.00
Previous %
11.59%
% Change
-11.59%
Organon & Co Common Stock
-
2025-01-14
Value
remove_circle 0.00
Shares
0.00
Previous %
11.59%
% Change
-11.59%
Alpine Income Ppty Tr Inc Com
-
2025-01-14
Value
remove_circle 0.00
Shares
0.00
Previous %
11.59%
% Change
-11.59%
Simplify Short Term Treasury Futures Strategy Etf
-
2025-01-14
Value
remove_circle 0.00
Shares
0.00
Previous %
11.59%
% Change
-11.59%
Stmicroelectronics N V Ny Registry
-
2025-01-14
Value
remove_circle 0.00
Shares
0.00
Previous %
11.59%
% Change
-11.59%
Nice Ltd Sponsored Adr
-
2025-01-14
Value
remove_circle 0.00
Shares
0.00
Previous %
11.59%
% Change
-11.59%
Kenvue Inc Com
-
2025-01-14
Value
remove_circle 0.00
Shares
0.00
Previous %
11.59%
% Change
-11.59%