§ 13F · FUND PROFILE
Matson Money. Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.0B (13F)Positions · 9Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IGSB | ISHARES TR | 14.89M | $783M | 24.0% | +5% |
| 2 | IAGG | ISHARES TR | 9.75M | $488M | 15.0% | +5% |
| 3 | IVV | ISHARES TR | 721K | $464M | 14.2% | +13% |
| 4 | DFIS | DFA TR | 11.92M | $401M | 12.3% | −2% |
| 5 | VLUE | ISHARES TR | 2.46M | $349M | 10.7% | −6% |
| 6 | IEMG | ISHARES TR | 3.08M | $215M | 6.6% | −3% |
| 7 | IEFA | ISHARES TR | 2.25M | $204M | 6.3% | ±0% |
| 8 | IGIB | ISHARES TR | 3.66M | $195M | 6.0% | +6% |
| 9 | DFIP | DFA TR | 3.89M | $162M | 5.0% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MATSON SIGNAL
AC read
Matson Money. Inc. is a Other fund managing $3.0 billion in assets. The fund runs a focused portfolio of just 9 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed