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CIK: 0001672512
Total reported value
$3.6B
$3.6B
9 檔
60.1%
According to the latest 13F quarterly dataset, Matson Money. Inc. managed an equity portfolio of $3.6B at the end of Q4 2024, spanning 9 distinct U.S. exchange-listed positions.
In Q4 2024, Matson Money. Inc. displayed an active expansion posture, initiating 0 new positions and adding to 5 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 24.98% | -1.35% | +0.46% | |
| 2 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 15.30% | -0.77% | -0.28% | |
| 3 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 13.10% | +2.01% | -6.53% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.10% | +1.21% | — | |
| 5 | DFIS | Dimensional International Sm | ETF-Other | 10.94% | -0.68% | +0.70% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 6.18% | -0.31% | +0.52% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.78% | +0.33% | -0.75% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.51% | -0.19% | +1.96% | |
| 9 | DFIP | Dimensional Inflation-protec | ETF-Other | 5.11% | -0.24% | +0.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.8% | — | Unchanged |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | +0.8% | +0.46% | Add |
| 3 | IAGG | Ishares Intl Aggregate Bond | +0.1% | -0.28% | Trim |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +0.52% | Add |
| 5 | DFIP | Dimensional Inflation-protec | 0% | +0.71% | Add |
| 6 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | +1.96% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | -0.4% | -0.75% | Trim |
| 8 | DFIS | Dimensional International Sm | -0.4% | +0.70% | Add |
| 9 | VLUE | Ishares Msci USA Value Facto | -0.8% | -6.53% | Trim |
According to official SEC Form 13F filings, Matson Money. Inc. reported a total U.S. public equity portfolio value of $3.6B across 9 disclosed positions in Q4 2024.
During Q4 2024, Matson Money. Inc.'s top holdings by market value included IGSB (25.0%)、IAGG (15.3%)、VLUE (13.1%). The largest single position, IGSB, represented 25.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IGSB, IAGG, VLUE) accounted for 60.1% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
IAGG
前期市值: $443.7M
In Q4 2024, Matson Money. Inc. made 8 total portfolio adjustments, initiating 0 new buys, adding to 5 positions, trimming 3 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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