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
BND Vanguard Bd Index Fd Inc Total	$0	$3,000 0.0% of portfolio	49	Q2 2025 Reduced 18.33%
BLV Vanguard Bd Index Fd Inc Long	$0	$3,000 0.0% of portfolio	52	Q2 2025 Reduced 29.73%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$3,000 0.0% of portfolio	49	Q2 2025 New
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$2,000 0.0% of portfolio	40	Q2 2023 Added 2.56%
SHY Ishares Barclays 1 3 Year Trea	$0	$2,000 0.0% of portfolio	36	Q1 2025 New
VB Vanguard Small Cap ETF	$0	$2,000 0.0% of portfolio	10	Q4 2023 Reduced 73.68%
OEF Ishares S&P 100 ETF	$0	$2,000 0.0% of portfolio	11	Q2 2025 Added 83.33%
VO Vanguard Mid Cap ETF	$0	$1,000 0.0% of portfolio	6	Q2 2025 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$1,000 0.0% of portfolio	37	Q1 2025 New
QTEC First Trust Nasdaq 100 Technol	$0	$1,000 0.0% of portfolio	8	Q2 2025 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$1,000 0.0% of portfolio	26	Q1 2025 Reduced 54.39%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$1,000 0.0% of portfolio	12	Q2 2025 Reduced 25.0%
DFIS Dimensional ETF Tr Dimensional	$0	$0 0.0% of portfolio	21	Q2 2025 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$0 0.0% of portfolio	3	Q2 2025 Reduced 50.0%
IXG Ishares Global Fin'L ETF	$0	$0 0.0% of portfolio	2	Q1 2025 Reduced 80.0%
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$0 0.0% of portfolio	19	Q4 2022 New
JPHY Jp Morgan High Yield Research	$0	$0 0.0% of portfolio	3,601	Q1 2025 Reduced 3.77%
COMT Ishares U.S. ETF Trust Gsci CO	$0	$0 0.0% of portfolio	4	Q1 2025 Reduced 90.7%
JAGG Jpmorgan Tr Us Aggregate Bond	$0	$0 0.0% of portfolio	3,499	Q2 2025 Added 76.99%

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