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CIK: 0001672512
Total reported value
$3.6B
$3.6B
9 檔
67.3%
During the Q4 2025 filing period, Matson Money. Inc. (CIK: 0001672512) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.6B across 9 reported positions.
In Q4 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 | 23.60% | +0.48% | +3.78% | |
| 2 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 14.75% | +0.26% | +6.03% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.86% | +0.42% | +2.22% | |
| 4 | DFIS | Dimensional International Sm | ETF-Other | 12.64% | +0.75% | -0.57% | |
| 5 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 11.24% | -1.91% | — | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.76% | -0.19% | +0.04% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.35% | +0.09% | +1.10% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 5.89% | +0.05% | +3.91% | |
| 9 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.91% | +0.05% | +4.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VLUE | Ishares Msci USA Value Facto | +0.5% | — | Unchanged |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.22% | Add |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +3.91% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1.10% | Add |
| 5 | DFIP | Dimensional Inflation-protec | -0.1% | +4.53% | Add |
| 6 | DFIS | Dimensional International Sm | -0.1% | -0.57% | Trim |
| 7 | IAGG | Ishares Intl Aggregate Bond | -0.1% | +6.03% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | -0.1% | +0.04% | Add |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | +3.78% | 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 Q4 2025.
During Q4 2025, Matson Money. Inc.'s top holdings by market value included IGSB (23.6%)、IAGG (14.8%)、IVV (13.9%). The largest single position, IGSB, represented 23.6% 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 67.3% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
DFIS
前期市值: $386.1M
In Q4 2025, Matson Money. Inc. made 8 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 1 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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