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CIK: 0001672512
Total reported value
$3.6B
$3.6B
9 檔
69.2%
At the close of Q1 2026, Matson Money. Inc. disclosed equity holdings valued at approximately $3.6B, spread across 9 reported holdings.
In Q1 2026, Matson Money. Inc. displayed an active expansion posture, initiating 0 new positions and adding to 6 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IGSB, IAGG, IVV) accounted for 69.2% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 24.00% | -1.35% | +5.43% | |
| 2 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 14.97% | -0.77% | +4.62% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.23% | +1.21% | +12.55% | |
| 4 | DFIS | Dimensional International Sm | ETF-Other | 12.31% | -0.68% | -1.80% | |
| 5 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 10.71% | +2.01% | -5.60% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.58% | +0.33% | -3.29% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.25% | -0.19% | +0.22% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 5.97% | -0.31% | +5.93% | |
| 9 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.97% | -0.24% | +4.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | +0.4% | +5.43% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.4% | +12.55% | Add |
| 3 | IAGG | Ishares Intl Aggregate Bond | +0.2% | +4.62% | Add |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +5.93% | Add |
| 5 | DFIP | Dimensional Inflation-protec | +0.1% | +4.02% | Add |
| 6 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +0.22% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | -0.2% | -3.29% | Trim |
| 8 | DFIS | Dimensional International Sm | -0.3% | -1.80% | Trim |
| 9 | VLUE | Ishares Msci USA Value Facto | -0.5% | -5.60% | 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 Q1 2026.
During Q1 2026, Matson Money. Inc.'s top holdings by market value included IGSB (24.0%)、IAGG (15.0%)、IVV (14.2%). The largest single position, IGSB, represented 24.0% of total portfolio value.
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Top Position Liquidated / Trimmed
DFIS
前期市值: $399.8M
In Q1 2026, Matson Money. Inc. made 9 total portfolio adjustments, initiating 0 new buys, adding to 6 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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