StockDriftsStockDriftsTop 50 Rosenberg Matthew Hamilton Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 13.37% | 825.5K | $65.3M | +3.96%(+31.47K) | $53.34(+64.70%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STK MKT | 9.3% | 141.5K | $45.4M | -1.70%(-2.45K) | $188.94(+88.95%) | 2026-03-31 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 8.04% | 474.5K | $39.3M | +6.11%(+27.34K) | $81.15(+1.68%) | 2026-03-31 | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 7.44% | 717.5K | $36.3M | +3.22%(+22.41K) | $50.42(+0.08%) | 2026-03-31 | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND | 5.86% | 370.6K | $28.6M | -0.49%(-1.81K) | $74.42(+3.05%) | 2026-03-31 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 4.68% | 923.4K | $22.9M | +0.91%(+8.35K) | $18.58(+43.45%) | 2026-03-31 | |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 2.82% | 269.5K | $13.7M | +1.41%(+3.74K) | $50.70(+0.34%) | 2026-03-31 | |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 2.22% | 237.1K | $10.8M | -1.53%(-3.68K) | $29.78(+65.20%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.04% | 155.0K | $9.9M | -1.29%(-2.03K) | $41.99(+64.28%) | 2026-03-31 | |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 1.92% | 386.0K | $9.4M | +6.38%(+23.16K) | $24.25(-0.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.52% | +27.80% |
| Top 20 Holdings Unweighted | +6.91% | +22.19% |
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