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CIK: 0001672512
Total reported value
$3.6B
$3.6B
9 檔
64.1%
According to the latest 13F quarterly dataset, Matson Money. Inc. managed an equity portfolio of $3.6B at the end of Q3 2025, spanning 9 distinct U.S. exchange-listed positions.
In Q3 2025, Matson Money. Inc. displayed an active expansion posture, initiating 0 new positions and adding to 7 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 | 23.77% | -1.35% | +2.41% | |
| 2 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 14.83% | -0.77% | +3.04% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.80% | +1.21% | +1.04% | |
| 4 | DFIS | Dimensional International Sm | ETF-Other | 12.71% | -0.68% | -2.15% | |
| 5 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 10.71% | +2.01% | — | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.90% | +0.33% | +0.49% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.39% | -0.19% | +2.00% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 5.93% | -0.31% | +0.57% | |
| 9 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.97% | -0.24% | +0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.1% | +1.04% | Add |
| 2 | DFIS | Dimensional International Sm | +1% | -2.15% | Trim |
| 3 | IEMG | Ishares Core Msci Emerging | +0.8% | +0.49% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +2.00% | Add |
| 5 | VLUE | Ishares Msci USA Value Facto | +0.3% | — | Trim |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | -0.4% | +0.57% | Add |
| 7 | DFIP | Dimensional Inflation-protec | -0.5% | +0.01% | Add |
| 8 | IAGG | Ishares Intl Aggregate Bond | -1% | +3.04% | Add |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | -1.6% | +2.41% | Add |
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 Q3 2025.
During Q3 2025, Matson Money. Inc.'s top holdings by market value included IGSB (23.8%)、IAGG (14.8%)、IVV (13.8%). The largest single position, IGSB, represented 23.8% 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, IVV) accounted for 64.1% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
DFIS
前期市值: $322.4M
In Q3 2025, Matson Money. Inc. made 9 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 2 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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