§ 13F · FUND PROFILE
Rosenberg Matthew Hamilton.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $430.0T (13F)Positions · 832Turnover · — · Q4Filed · Jan 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$564.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 794K | $65.5T | 13.6% | +2% |
| 2 | VTI | VANGUARD TOTAL STK MKT | 144K | $48.2T | 10.0% | −1% |
| 3 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 447K | $37.4T | 7.8% | +15% |
| 4 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 695K | $35.2T | 7.3% | +6% |
| 5 | BIV | VANGUARD INTERMEDIATE-TERM BOND | 372K | $29.0T | 6.0% | ±0% |
| 6 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 915K | $22.0T | 4.6% | +4% |
| 7 | JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 266K | $13.5T | 2.8% | +5% |
| 8 | SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 241K | $10.7T | 2.2% | ±0% |
| 9 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 157K | $9.8T | 2.0% | ±0% |
| 10 | SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 363K | $8.8T | 1.8% | +18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROSENBERG SIGNAL
AC read
Rosenberg Matthew Hamilton is a Other fund managing $429987.8 trillion in assets. The fund runs a broad portfolio of 832 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed