Institutional
Matson Money. Inc.
CIK 0001672512
$3.59B
Reported AUM
9
Positions
Q2 2026
Period
2026-07-17
Filed
Editorial summary
Summary for Matson Money. Inc. · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IGSB | ISHARES TR | $52.16 | -0.04% | 3.06% | 12.57% | $813.1M | 22.65% | — | HELD |
| 2 | IVV | ISHARES TR | $750.46 | 0.71% | 20.75% | 76.27% | $554.5M | 15.44% | — | HELD |
| 3 | IAGG | ISHARES TR | $49.75 | -0.16% | 1.77% | 4.36% | $509.7M | 14.20% | — | HELD |
| 4 | VLUE | ISHARES TR | $191.14 | -1.13% | 75.00% | 108.03% | $456.8M | 12.72% | — | HELD |
| 5 | DFIS | DFA TR | $35.87 | -0.53% | 23.09% | 70.06% | $417.5M | 11.63% | — | HELD |
| 6 | IEMG | ISHARES TR | $77.61 | 0.73% | 31.92% | 39.04% | $247.9M | 6.91% | — | HELD |
| 7 | IEFA | ISHARES TR | $98.26 | -0.63% | 25.38% | 51.77% | $217.5M | 6.06% | — | HELD |
| 8 | IGIB | ISHARES TR | $52.29 | -0.11% | 2.42% | 4.51% | $203.4M | 5.66% | — | HELD |
| 9 | DFIP | DFA TR | $40.49 | -0.11% | 1.63% | 0.23% | $169.9M | 4.73% | — | HELD |
Source: SEC EDGAR · accession 0001672512-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.