IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Rosenberg Matthew Hamilton

Q2 2026 Holdings

Filed 2026-07-17 | 792 holdings | $536.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
State Street Spdr Portfolio S&P 1500 Composite Stock Market ETF(SPTM)ETF78464A805$78.0M858,57514.5%
Vanguard Total STK MKT(VTI)ETF922908769$51.8M140,0639.7%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$43.3M523,6368.1%
JPMorgan Ultra-Short Income ETF(JPST)ETF46641Q837$34.5M681,7396.4%
Schwab International Equity ETF(SCHF)ETF808524805$27.3M985,6995.1%
Vanguard Intermediate-Term Bond(BIV)ETF921937819$25.9M337,6884.8%
JPMorgan Ultra-Short Municipal Income ETF(JMST)ETF46641Q654$13.4M262,6712.5%
State Street Spdr Portfolio Developed World Ex-US ETF(SPDW)ETF78463X889$13.1M259,3212.4%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$11.0M153,8272.0%
JPMorgan Municipal ETF(JMUB)ETF46641Q647$10.7M210,8752.0%
Schwab Short-Term US Treasury ETF(SCHO)ETF808524862$9.4M391,1231.8%
JPMorgan Betabuilders U.S. Equity ETF(BBUS)ETF46641Q399$9.4M69,8501.8%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$7.8M265,4901.5%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$7.1M85,5041.3%
Vanguard High Dividend Yield(VYM)ETF921946406$6.2M39,4171.2%
Nvidia Corporation COM(NVDA)Stock67066G104$4.7M23,4680.9%
Ishares 0-5 Year Investment Grade Corporate Bond ETF(SLQD)ETF46434V100$4.2M83,7300.8%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$4.2M145,4860.8%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$4.1M11,6760.8%
Apple Inc(AAPL)Stock037833100$3.7M12,8050.7%
State Street Spdr ICE Preferred Securities ETF(PSK)ETF78464A292$3.5M114,6100.7%
State Street Spdr Portfolio Short Term Corporate Bond ETF(SPSB)ETF78464A474$3.3M111,6040.6%
Microsoft(MSFT)Stock594918104$2.7M7,3680.5%
Ishares Amt-Free Muni Bond ETF(MUB)ETF464288414$2.7M25,5350.5%
Ishares 0-5 Year High Yield Corporate Bond ETF(SHYG)ETF46434V407$2.5M59,2730.5%
Taiwan Semiconductor Manufact Sponsored ADS(TSM)ADR874039100$2.5M5,1490.5%
Ishares JP Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$2.3M24,0620.4%
Vanguard International High Dividend Yield ETF(VYMI)ETF921946794$2.2M22,2160.4%
Broadcom Inc COM(AVGO)Stock11135F101$2.2M5,7360.4%
JPMorgan Chase & Co COM(JPM)Stock46625H100$2.1M6,2920.4%
Schwab 1-5 Year Corporate Bond ETF(SCHJ)ETF808524714$1.9M78,9900.4%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$1.9M11,4800.4%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$1.8M23,2970.3%
Exxonmobil Holdings Corp COM SHS(XOM)Stock30233Q108$1.8M13,4660.3%
JPMorgan Core Plus Bond ETF(JCPB)ETF46641Q670$1.8M38,8410.3%
Caterpillar Inc COM(CAT)Stock149123101$1.8M1,6850.3%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$1.7M29,1800.3%
State Street Spdr Bloomberg Short Term High Yield Bond ETF(SJNK)ETF78468R408$1.7M68,5420.3%
State Street Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ETF78468R663$1.6M17,2540.3%
Ishares MBS ETF(MBB)ETF464288588$1.5M16,2530.3%
Ishares Short-Term National Muni Bond ETF(SUB)ETF464288158$1.5M14,3250.3%
Ishares Cmbs ETF(CMBS)ETF46429B366$1.5M30,7140.3%
State Street Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$1.5M28,5750.3%
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF(GSEW)ETF381430438$1.5M15,6410.3%
Micron Technology Inc COM(MU)Stock595112103$1.4M1,2040.3%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$1.3M17,2960.3%
Valero Energy Corp COM(VLO)Stock91913Y100$1.3M4,9320.2%
Advanced Micro Devices Inc COM(AMD)Stock007903107$1.3M2,1890.2%
Walmart Inc COM(WMT)Stock931142103$1.3M11,1030.2%
Amazon COM Inc COM(AMZN)Stock023135106$1.2M5,1640.2%
Page 1 of 16Next