MM

Matson Money. Inc.

13F
Matson Money. Inc.
Last update 2025-05-02 9 Stocks (0 new)
Value $2.75 Bil Turnover 1 %
Countries:
Top Holdings: IGSB(25.36%)IAGG(15.85%)IVV(12.68%)DFIS(11.73%)VLUE(10.42%)
Summary Stock Picks Current Portfolio
Matson Money. Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IGSB
iShares 1-3 Year Credit Bond ETF
13,306,333
696,892.6
-1.09%
25.360
-0.27%
3.330
+1.31%
+3.76%
21,509.5
 
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
8,711,902
435,690.9
+2.02%
15.850
+0.31%
6.050
+1.57%
+2.34%
10,442.4
 
IVV
iShares Core S&P 500 ETF
620,081
348,423.5
0%
12.680
0%
0.060
+16.68%
+7.37%
623,772.3
 
DFIS
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
12,475,814
322,375.0
+0.49%
11.730
+0.06%
12.400
+19.59%
+24.18%
2,862.0
 
VLUE
iShares MSCI USA Value Factor ETF
2,685,713
286,431.3
-22.33%
10.420
-2.93%
4.490
+14.43%
+11.09%
6,838.2
 
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
3,324,717
174,521.0
-0.58%
6.350
-0.04%
1.190
+1.80%
+5.25%
15,372.0
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
3,117,496
168,251.3
+1.36%
6.120
+0.08%
0.200
+15.43%
+17.51%
96,608.3
 
IEFA
iShares Core MSCI EAFE ETF
2,179,857
164,906.2
+0.31%
6.000
+0.02%
0.130
+14.34%
+21.05%
143,058.9
 
DFIP
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
3,573,124
150,553.6
+1.65%
5.480
+0.09%
16.880
-0.15%
+5.08%
920.3
 

Matson Money. Inc.'s Historical Top Holdings Breakdowns

Matson Money. Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VLUE
iShares MSCI USA Value Factor ETF
2025-03-31
Reduce
Reduce
-2.93%
â—Ź
104.89 ($108.93) 113.56
$115.80
6.31%
Reduce -22.33%
2,685,713
-772,258
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
2025-03-31
Add
Add
+0.31%
â—Ź
49.42 ($49.98) 50.43
$51.09
2.22%
Add 2.02%
8,711,902
172,405
IGSB
iShares 1-3 Year Credit Bond ETF
2025-03-31
Reduce
Reduce
-0.27%
â—Ź
51.52 ($51.99) 52.37
$52.48
0.94%
Reduce -1.09%
13,306,333
-147,180
DFIP
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
2025-03-31
Add
Add
+0.09%
â—Ź
40.27 ($41.25) 42.11
$41.69
1.07%
Add 1.65%
3,573,124
57,925
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Add
Add
+0.08%
â—Ź
50.83 ($53.83) 55.94
$60.62
12.61%
Add 1.36%
3,117,496
41,864
DFIS
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
2025-03-31
Add
Add
+0.06%
â—Ź
23.92 ($25.57) 26.87
$30.00
17.32%
Add 0.49%
12,475,814
60,830
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
2025-03-31
Reduce
Reduce
-0.04%
â—Ź
50.82 ($51.94) 52.7
$52.98
2.00%
Reduce -0.58%
3,324,717
-19,491
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.02%
â—Ź
69.57 ($74.78) 78.65
$83.57
11.75%
Add 0.31%
2,179,857
6,741
VLUE
iShares MSCI USA Value Factor ETF
2024-12-31
Reduce
Reduce
-0.90%
â—Ź
104.01 ($110.06) 115.38
$115.80
5.22%
Reduce -6.53%
3,457,971
-241,501
IGSB
iShares 1-3 Year Credit Bond ETF
2024-12-31
Add
Add
+0.11%
â—Ź
51.53 ($51.97) 52.54
$52.48
0.98%
Add 0.46%
13,453,513
61,797

Matson Money. Inc. Total Holding History ($B)

To

Matson Money. Inc.'s Asset Allocation

To

Matson Money. Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Matson Money. Inc.'s Hypothetical Growth since 2025-03-31

Matson Money. Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Matson Money. Inc.'s Holdings Heat Map

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Matson Money. Inc.'s Holdings Bubble Chart

Matson Money. Inc. News

  • 1

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