Rosenberg Matthew Hamilton ETFs

Rosenberg Matthew Hamilton

$396 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VXUS Vanguard Star Fd Vanguard Tota	$0	$31,000 0.01% of portfolio	500	Q4 2022 Reduced 38.65%
IMCG Ishare Morningstar Mid Cap Gro	$0	$28,000 0.01% of portfolio	395	Q1 2025 Reduced 12.61%
BOND Pimco Active Bond Exchange Tra	$0	$27,000 0.01% of portfolio	295	Q2 2021 Reduced 54.12%
JAVA Jp Morgan ETF Fd Tr Active Val	$0	$27,000 0.01% of portfolio	440	Q1 2025 Reduced 23.48%
HEFA Ishares Currency Hedged Msci E	$0	$26,000 0.01% of portfolio	744	Q1 2025 Reduced 39.02%
STIP Ishares Barclays 0 5 Year Tips	$0	$25,000 0.01% of portfolio	243	Q4 2024 Reduced 75.3%
VTWO Vanguard Russell 2000 ETF	$0	$24,000 0.01% of portfolio	299	Q1 2024 New
GSEW Goldman Sachs Tr Eql Weight Us	$0	$24,000 0.01% of portfolio	320	Q2 2024 New
VTV Vanguard Value ETF	$0	$24,000 0.01% of portfolio	140	Q3 2024 Added 278.38%
CGW Invesco ETF Tr Ii S&P Global W	$0	$22,000 0.01% of portfolio	411	Q4 2024 New
IEV Ishares Tr Europe ETF	$0	$21,000 0.01% of portfolio	377	Q1 2025 Added 8.02%
SCHZ Schwab Us Aggregate Bond ETF	$0	$21,000 0.01% of portfolio	934	Q4 2024 Added 100.0%
IGV Ishares Expanded Tech Software	$0	$21,000 0.01% of portfolio	240	Q1 2025 Reduced 25.0%
IEI Ishares Barclays 3 7 Yr Treas	$0	$20,000 0.01% of portfolio	176	Q1 2025 Added 15.03%
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$20,000 0.01% of portfolio	320	Q1 2025 Added 128.57%
LGLV Spdr Ssga Us Large Cap Low Vol	$0	$20,000 0.01% of portfolio	118	Q1 2024 Reduced 24.36%
IBB Ishares Biotechnology ETF	$0	$20,000 0.01% of portfolio	162	Q1 2024 Reduced 2.41%
LVHI Franklin International Low Vol	$0	$19,000 0.0% of portfolio	603	Q1 2025 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$19,000 0.0% of portfolio	388	Q4 2024 Reduced 36.39%
URA Global X Uranium ETF	$0	$18,000 0.0% of portfolio	811	Q3 2024 New
DXJ Wisdomtree Trust Japan Hedged	$0	$17,000 0.0% of portfolio	158	Q3 2024 New
IWB Ishares Tr Russell 1000 ETF	$0	$16,000 0.0% of portfolio	54	Q1 2025 Reduced 48.57%
OUSA Alps ETF Tr Oshares U S Qualit	$0	$16,000 0.0% of portfolio	318	Q3 2024 New
SCHG Schwab Strategic Tr Us Large C	$0	$16,000 0.0% of portfolio	657	Q4 2024 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$16,000 0.0% of portfolio	79	Q1 2025 New
IYW Ishares Dj Us Tech ETF	$0	$13,000 0.0% of portfolio	95	Q1 2025 Reduced 25.78%
WTV Wisdomtree Tr Wisdomtree U.S.	$0	$12,000 0.0% of portfolio	150	Q1 2025 New
ICSH Blackrock Ultra Short Term Bon	$0	$12,000 0.0% of portfolio	251	Q4 2024 Reduced 61.38%
MTUM Ishares Msci Usa Momentum Fact	$0	$12,000 0.0% of portfolio	60	Q4 2022 Reduced 30.23%
EEMV Ishares Msci Emerging Markets	$0	$12,000 0.0% of portfolio	219	Q4 2024 Added 277.59%
XLU Utilities Sector Spdr	$0	$12,000 0.0% of portfolio	163	Q1 2025 New
ITA Ishares Tr	$0	$11,000 0.0% of portfolio	72	Q1 2024 Added 1,340.0%
KIE Spdr S&P Insurance ETF	$0	$10,000 0.0% of portfolio	167	Q1 2025 New
FALN Ishares Tr Fallen Angels Usd B	$0	$9,000 0.0% of portfolio	336	Q4 2024 Added 6.33%
TLT Ishares Barclays 20+ Year Trea	$0	$9,000 0.0% of portfolio	99	Q4 2024 Reduced 72.27%
PREF Principal Spectrum Pfd Secs Ac	$0	$9,000 0.0% of portfolio	495	Q3 2024 New
FPX First Trust Us Equity Opportun	$0	$9,000 0.0% of portfolio	86	Q3 2024 New
KCE Spdr S&P Capital Markets ETF	$0	$9,000 0.0% of portfolio	75	Q1 2025 New
SIZE Ishares Msci Usa Size Factor E	$0	$9,000 0.0% of portfolio	63	Q2 2024 New
IEF Ishares Barclays	$0	$9,000 0.0% of portfolio	98	Q1 2025 Added 6.52%
MCHI Ishares Msci China ETF	$0	$9,000 0.0% of portfolio	173	Q2 2023 Reduced 85.25%
KBWP Invesco ETF Tr Ii Kbw Property	$0	$9,000 0.0% of portfolio	77	Q1 2025 New
FXU First Tr Exchange Traded Fd Ut	$0	$8,000 0.0% of portfolio	200	Q1 2025 New
RWO Spdr Dow Jones Global Real Est	$0	$8,000 0.0% of portfolio	185	Q3 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$8,000 0.0% of portfolio	88	Q1 2025 Reduced 48.54%
PPA Invesco Exchange Traded Fd Tr	$0	$5,000 0.0% of portfolio	49	Q1 2024 New
PICB Invesco ETF Tr Ii Intl Corp Bd	$0	$5,000 0.0% of portfolio	253	Q1 2025 Reduced 69.52%
BLV Vanguard Bd Index Fd Inc Long	$0	$5,000 0.0% of portfolio	74	Q1 2024 Reduced 6.33%
DYNF Blackrock ETF Tr U S Equity Fa	$0	$4,000 0.0% of portfolio	95	Q1 2025 Reduced 57.21%
BND Vanguard Bd Index Fd Inc Total	$0	$4,000 0.0% of portfolio	60	Q4 2022 Reduced 30.23%

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