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CIK: 0001672512
Total reported value
$3.6B
$3.6B
9 檔
58.2%
As reported in its official Q1 2025 Form 13F filing, Matson Money. Inc.'s tracked investment portfolio stood at $3.6B with 9 total positions.
In Q1 2025, Matson Money. Inc. displayed an active expansion posture, initiating 9 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IGSB, IAGG, IVV) accounted for 58.2% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 25.36% | -1.35% | -1.09% | |
| 2 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 15.85% | -0.77% | +2.02% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.68% | +1.21% | — | |
| 4 | DFIS | Dimensional International Sm | ETF-Other | 11.73% | -0.68% | +0.49% | |
| 5 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 10.42% | +2.01% | -22.33% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 6.35% | -0.31% | -0.58% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.12% | +0.33% | +1.36% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.00% | -0.19% | +0.31% | |
| 9 | DFIP | Dimensional Inflation-protec | ETF-Other | 5.48% | -0.24% | +1.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 2 | IAGG | Ishares Intl Aggregate Bond | — | NEW | New buy |
| 3 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 4 | DFIS | Dimensional International Sm | — | NEW | New buy |
| 5 | VLUE | Ishares Msci USA Value Facto | — | NEW | New buy |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | New buy |
| 7 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 8 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 9 | DFIP | Dimensional Inflation-protec | — | NEW | New buy |
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 Q1 2025.
During Q1 2025, Matson Money. Inc.'s top holdings by market value included IGSB (25.4%)、IAGG (15.8%)、IVV (12.7%). The largest single position, IGSB, represented 25.4% 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.
Top New Position Initiated
IGSB
市值: $696.9M
In Q1 2025, Matson Money. Inc. made 9 total portfolio adjustments, initiating 9 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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