Rosenberg Matthew Hamilton
Rosenberg Matthew Hamilton is an institutional investment adviser based in Grand Junction, Colorado. Registered with the SEC, this firm primarily manages investment portfolios and reports its holdings through required regulatory filings, such as Form 13F. While specific founding year and firm history are unreported, the entity is headed by Matthew Rosenberg, who acts as President. The firm provides institutional investment advisory services to clients and is subject to regulatory oversight.
Investment Strategy
The firm's publicly reported holdings suggest a diversified, multi-asset investment approach, managing a portfolio of equities and fixed income securities consistent with institutional investment advisers. The strategy is likely focused on thoughtful security selection, risk management, and broad portfolio diversification, as indicated by numerous positions disclosed via SEC filings. However, explicit details about sector orientation, style (e.g., value/growth), or thematic focus are not publicly disclosed.
Top Holdings
Equity Positions (823)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTM | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 13.65% | $58.7M | 783,651 | $50.45 | $74.89 | +$12.1M |
V VTI | VANGUARD TOTAL STK MKT | 11.05% | $47.5M | 156,264 | $183.68 | $303.93 | +$6.1M |
J JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 7.13% | $30.7M | 605,364 | $50.32 | $50.68 | -$2.7M |
B BIV | VANGUARD INTERMEDIATE-TERM BOND | 6.75% | $29.0M | 375,078 | $73.44 | $77.34 | -$1.8M |
V VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 6.04% | $26.0M | 313,298 | $79.41 | $82.92 | +$197.0K |