§ 13F · FUND PROFILE
Matson Money. Inc..
AUM · $3.6B (13F)Positions · 9Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IGSB | ISHARES TR | 15.51M | $813M | 22.6% | +4% |
| 2 | IVV | ISHARES TR | 740K | $554M | 15.4% | +3% |
| 3 | IAGG | ISHARES TR | 10.06M | $510M | 14.2% | +3% |
| 4 | VLUE | ISHARES TR | 2.29M | $457M | 12.7% | −7% |
| 5 | DFIS | DFA TR | 11.92M | $418M | 11.6% | ±0% |
| 6 | IEMG | ISHARES TR | 2.99M | $248M | 6.9% | −3% |
| 7 | IEFA | ISHARES TR | 2.25M | $217M | 6.1% | ±0% |
| 8 | IGIB | ISHARES TR | 3.82M | $203M | 5.7% | +4% |
| 9 | DFIP | DFA TR | 4.10M | $170M | 4.7% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MATSON SIGNAL
AC read
Matson Money. Inc. is a Other fund managing $3.6 billion in assets. The fund runs a focused portfolio of just 9 positions.
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