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CIK: 0001672512
Total reported value
$3.6B
$3.6B
11 檔
58.8%
The Q1 2024 SEC filing reveals that Matson Money. Inc. held a total portfolio value of $3.6B, covering 11 public equity positions.
During Q1 2024, Matson Money. Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IGSB, VLUE, IAGG) accounted for 58.8% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 22.41% | -1.35% | +1.03% | |
| 2 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 14.07% | +2.01% | -1.90% | |
| 3 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 14.03% | -0.77% | +1.82% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.81% | +1.21% | — | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 8.69% | — | +0.19% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 5.61% | -0.31% | -0.26% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 5.58% | — | +1.26% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.32% | +0.33% | +1.93% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.11% | -0.19% | -1.02% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 4.66% | — | -0.02% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.71% | — | +0.91% |
According to official SEC Form 13F filings, Matson Money. Inc. reported a total U.S. public equity portfolio value of $3.6B across 11 disclosed positions in Q1 2024.
During Q1 2024, Matson Money. Inc.'s top holdings by market value included IGSB (22.4%)、VLUE (14.1%)、IAGG (14.0%). The largest single position, IGSB, represented 22.4% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Matson Money. Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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