Notify me when Matthew Hamilton Rosenberg files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 803 | $482,825,315 | +$20,446,252 | -$6,747,446 | +$13,698,806 | SPTM, VTI, VCIT, JPST, BIV | 13F-HR | 02 Jan 2026, 19:04 |
| Q3 2025 | 803 | $462,628,187 | +$21,310,672 | -$10,996,970 | +$10,313,702 | SPTM, VTI, JPST, VCIT, BIV | 13F-HR | 10 Nov 2025, 15:23 |
| Q2 2025 | 832 | $429,987,828 | +$27,208,033 | -$19,516,575 | +$7,691,458 | SPTM, VTI, JPST, BIV, VCIT | 13F-HR | 28 Jul 2025, 13:40 |
| Q1 2025 | 818 | $398,766,554 | +$20,712,351 | -$3,909,198 | +$16,803,153 | SPTM, VTI, JPST, BIV, VCIT | 13F-HR | 28 Apr 2025, 16:51 |
| Q4 2024 | 798 | $384,849,884 | +$36,419,950 | -$8,699,363 | +$27,720,587 | SPTM, VTI, JPST, BIV, VCIT | 13F-HR | 13 Jan 2025, 19:04 |
| Q3 2024 | 834 | $382,182,291 | +$32,345,894 | -$3,892,784 | +$28,453,110 | VTI, SPTM, JPST, BIV, VCIT | 13F-HR | 28 Oct 2024, 13:10 |
| Q2 2024 | 805 | $338,561,166 | +$19,165,034 | -$27,740,856 | -$8,575,822 | VTI, SPTM, JPST, BIV, VCIT | 13F-HR | 26 Jul 2024, 13:55 |
| Q1 2024 | 849 | $346,088,184 | +$12,908,068 | -$7,295,714 | +$5,612,354 | VTI, SPTM, JPST, BIV, VCIT | 13F-HR | 19 Apr 2024, 18:56 |
| Q4 2023 | 919 | $325,097,014 | +$12,788,789 | -$9,134,205 | +$3,654,584 | VTI, SPTM, JPST, BIV, VCIT | 13F-HR | 12 Jan 2024, 18:33 |
| Q3 2023 | 935 | $300,198,023 | +$43,508,913 | -$31,999,411 | +$11,509,502 | VTI, SPTM, JPST, BIV, JMST | 13F-HR | 11 Oct 2023, 10:40 |
| Q2 2023 | 957 | $295,773,907 | +$11,914,722 | -$36,009,964 | -$24,095,242 | VTI, SPTM, JPST, NEAR, SLQD | 13F-HR | 26 Jul 2023, 10:02 |
| Q1 2023 | 938 | $309,954,884 | +$11,937,673 | -$8,531,823 | +$3,405,850 | VTI, SPTM, JPST, NEAR, SLQD | 13F-HR | 17 Apr 2023, 10:22 |
| Q4 2022 | 932 | $295,163,473 | +$27,035,277 | -$7,476,328 | +$19,558,949 | VTI, SPTM, JPST, NEAR, JMST | 13F-HR | 18 Jan 2023, 18:28 |
| Q3 2022 | 853 | $258,361,000 | +$20,907,235 | -$11,275,590 | +$9,631,645 | VTI, SPTM, JPST, NEAR, SCHX | 13F-HR | 21 Oct 2022, 14:24 |
| Q2 2022 | 790 | $263,326,000 | +$18,763,939 | -$8,875,618 | +$9,888,321 | VTI, SPTM, NEAR, JPST, SCHX | 13F-HR | 14 Jul 2022, 18:36 |
| Q1 2022 | 745 | $285,158,000 | +$32,435,956 | -$11,696,473 | +$20,739,483 | VTI, SPTM, JPST, NEAR, SCHX | 13F-HR | 14 Apr 2022, 15:58 |
| Q4 2021 | 720 | $280,486,000 | +$29,672,665 | -$12,776,877 | +$16,895,788 | VTI, SPTM, JPST, NEAR, SCHX | 13F-HR | 20 Jan 2022, 13:54 |
| Q3 2021 | 687 | $248,359,000 | +$67,283,573 | -$4,431,924 | +$62,851,649 | VTI, SPTM, NEAR, JPST, SCHX | 13F-HR | 12 Oct 2021, 17:14 |
| Q2 2021 | 582 | $190,125,000 | +$9,327,486 | -$1,496,599 | +$7,830,887 | VTI, SPTM, JPST, NEAR, SPDW | 13F-HR | 26 Jul 2021, 16:10 |
| Q1 2021 | 556 | $174,620,000 | +$9,898,346 | -$1,666,533 | +$8,231,813 | VTI, SPTM, JPST, NEAR, SPDW | 13F-HR | 30 Apr 2021, 12:14 |
| Q4 2020 | 537 | $159,872,000 | +$14,284,860 | -$4,075,500 | +$10,209,360 | VTI, SPTM, JPST, NEAR, SPDW | 13F-HR | 03 Feb 2021, 16:25 |
| Q3 2020 | 525 | $136,120,000 | +$7,680,865 | -$3,021,336 | +$4,659,529 | VTI, SPTM, JPST, SPDW, STIP | 13F-HR | 16 Oct 2020, 10:32 |
| Q2 2020 | 545 | $125,492,000 | +$22,859,292 | -$12,809,188 | +$10,050,104 | VTI, SPTM, JPST, SPDW, STIP | 13F-HR | 04 Aug 2020, 12:47 |
| Q1 2020 | 328 | $95,211,000 | $0 | $0 | $0 | SPTM, VTI, JPST, STIP, SPDW | 13F-HR | 14 May 2020, 13:11 |