Rosenberg Matthew Hamilton ETFs

Rosenberg Matthew Hamilton

$426 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWF Ishares Russell 1000 Gr ETF	$0	$95,000 0.02% of portfolio	226	Q4 2024 Reduced 20.14%
SPAB Spdr Portfolio Aggregate Bond	$0	$92,000 0.02% of portfolio	3,617	Q2 2025 Reduced 60.15%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$91,000 0.02% of portfolio	2,330	Q1 2025 Reduced 33.94%
REGL Proshares Tr S&P Midcap 400 Di	$0	$87,000 0.02% of portfolio	1,071	Q2 2025 Added 13.94%
SCHV Schwab Strategic Tr Us Large C	$0	$83,000 0.02% of portfolio	3,000	Q4 2024 Added 200.0%
SECT Sector 10, Inc.	$0	$80,000 0.02% of portfolio	1,379	Q2 2025 Reduced 0.65%
IYG Ishares Tr	$0	$77,000 0.02% of portfolio	900	Q1 2024 Added 200.0%
IOO Ishares Tr Global 100 ETF	$0	$75,000 0.02% of portfolio	704	Q2 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$70,000 0.02% of portfolio	970	Q2 2025 Added 1.25%
LQD Ishares Iboxx $ Investment Gra	$0	$69,000 0.02% of portfolio	636	Q2 2025 Reduced 38.01%
BLOK Amplify ETF Tr Trnsformational	$0	$61,000 0.01% of portfolio	1,071	Q1 2024 Added 1.13%
AVUV American Centy ETF Tr Avantis	$0	$60,000 0.01% of portfolio	667	Q2 2025 New
IWD Ishares Russell 1000 Val ETF	$0	$59,000 0.01% of portfolio	304	Q4 2024 Reduced 9.25%
JAAA Janus Detroit Str Tr Janus Hen	$0	$58,000 0.01% of portfolio	1,152	Q2 2025 Added 8.47%
IHI Ishares Tr Dow Jones Us Medica	$0	$57,000 0.01% of portfolio	911	Q2 2025 Reduced 62.21%
VNQ Vanguard Specialized Funds Van	$0	$57,000 0.01% of portfolio	642	Q2 2025 Reduced 37.67%
DGRO Ishares Core Dividend Growth E	$0	$57,000 0.01% of portfolio	896	Q3 2024 Reduced 2.82%
FPE First Tr Pfd Secs & Income ETF	$0	$55,000 0.01% of portfolio	3,143	Q4 2023 Reduced 11.21%
IVE Ishares S&P 500 Value ETF	$0	$55,000 0.01% of portfolio	284	Q2 2025 Reduced 9.27%
DIVB Ishares Tr U S Divid & Buyback	$0	$53,000 0.01% of portfolio	1,066	Q1 2025 Added 171.94%
VUG Vanguard Growth ETF	$0	$53,000 0.01% of portfolio	123	Q2 2025 Added 21.78%
CGW Invesco ETF Tr Ii S&P Global W	$0	$52,000 0.01% of portfolio	838	Q2 2025 Added 103.89%
EWT Ishares Inc Msci Taiwan ETF	$0	$49,000 0.01% of portfolio	863	Q1 2025 Reduced 13.87%
UGA United States Gasoline Fund, LP	$118M	$49,000 0.01% of portfolio	814	Q3 2024 New
HYG Ishares Tr	$0	$49,000 0.01% of portfolio	615	Q2 2025 Reduced 55.4%
EDIV Spdr S&P Emerging Dividends Et	$0	$48,000 0.01% of portfolio	1,270	Q2 2025 New
IJT Ishares S&P Small Cap 600 Grow	$0	$48,000 0.01% of portfolio	364	Q2 2025 Reduced 2.93%
KRE Spdr S&P Regional Banking ETF	$0	$48,000 0.01% of portfolio	820	Q2 2020 New
VEU Vanguard Ftse All World Ex Us	$0	$46,000 0.01% of portfolio	685	Q2 2025 Reduced 75.32%
REET Ishares Global Reit ETF	$0	$46,000 0.01% of portfolio	1,902	Q2 2025 Reduced 0.99%
EMXC Ishares Inc Msci Emerging Mkts	$0	$44,000 0.01% of portfolio	706	Q2 2025 Reduced 57.34%
VOX Vanguard Communication Service	$0	$43,000 0.01% of portfolio	255	Q3 2024 Reduced 19.81%
QQQM Invesco Exchange Traded Fd Tr	$0	$43,000 0.01% of portfolio	190	Q2 2025 New
VFH Vanguard Financial ETF	$0	$43,000 0.01% of portfolio	345	Q3 2024 Reduced 19.58%
VPU Vanguard Utilities ETF	$0	$43,000 0.01% of portfolio	248	Q3 2024 Reduced 19.48%
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$41,000 0.01% of portfolio	2,000	Q2 2022 New
VIS Vanguard Industrial ETF	$0	$40,000 0.01% of portfolio	144	Q3 2024 Reduced 20.0%
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$40,000 0.01% of portfolio	800	Q1 2025 Reduced 29.14%
FLRN Spdr Bloomberg Investment Grad	$0	$39,000 0.01% of portfolio	1,277	Q3 2024 Reduced 1.77%
MOAT Vaneck Morningstar Wide Moat E	$0	$39,000 0.01% of portfolio	458	Q2 2025 Reduced 9.84%
XLE Energy Sector Spdr	$0	$39,000 0.01% of portfolio	462	Q2 2025 Reduced 84.84%
VCR Vanguard Consumer Discretionar	$0	$38,000 0.01% of portfolio	107	Q3 2024 Reduced 20.15%
SDY Spdr Series Tr Spdr S&P Divide	$0	$37,000 0.01% of portfolio	278	Q1 2024 Reduced 35.8%
XLV Select Sector Spdr Fund Health	$0	$37,000 0.01% of portfolio	277	Q4 2024 Added 147.32%
VDC Vanguard Consumer Staples ETF	$0	$36,000 0.01% of portfolio	165	Q3 2024 Reduced 19.9%
VT Vanguard Total World Stk Index	$0	$35,000 0.01% of portfolio	275	Q2 2025 Reduced 1.08%
VGSH Vanguard	$0	$34,000 0.01% of portfolio	592	Q2 2025 Reduced 21.9%
VMBS Vanguard Mortg Backed Sec ETF	$0	$34,000 0.01% of portfolio	748	Q2 2025 Reduced 30.42%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$34,000 0.01% of portfolio	707	Q2 2025 Reduced 50.94%
SCHR Schwab Intermediate Term Us Tr	$0	$34,000 0.01% of portfolio	1,373	Q1 2025 Added 8,481.25%

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