Latest Matson Money. Inc. Stock Portfolio
About Matson Money. Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Matson Money. Inc. reported an equity portfolio of $3 Billions as of 30 Sep, 2025.
The top stock holdings of Matson Money. Inc. are AAXJ, AGT, IJR. The fund has invested 23.8% of it's portfolio in ISHARES TR and 14.8% of portfolio in ISHARES TR.
They significantly reduced their stock positions in DFA TR (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGT), ISHARES TR (AAXJ) and ISHARES TR (IBCE).
The top stock holdings of Matson Money. Inc. are AAXJ, AGT, IJR. The fund has invested 23.8% of it's portfolio in ISHARES TR and 14.8% of portfolio in ISHARES TR.
They significantly reduced their stock positions in DFA TR (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGT), ISHARES TR (AAXJ) and ISHARES TR (IBCE).
Matson Money. Inc. Annual Return Estimates Vs S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 3.04 |
| ishares tr | 2.41 |
| ishares tr | 2.00 |
| ishares tr | 1.04 |
| ishares tr | 0.57 |
| ishares tr | 0.49 |
| dfa tr | 0.01 |
Additions to existing portfolio by Matson Money. Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| dfa tr | -2.15 |
Matson Money. Inc. reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| IJR | 7.7 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | 30.0 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Matson Money. Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Matson Money. Inc.
Last Reported on: 03 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 23.76 | 13,606,800 | 721,944,000 | added | 2.41 | ||
| AAXJ | ishares tr | 5.92 | 3,327,600 | 179,990,000 | added | 0.57 | ||
| AGT | ishares tr | 14.83 | 8,792,160 | 450,423,000 | added | 3.04 | ||
| DFAC | dfa tr | 12.71 | 12,207,900 | 386,137,000 | reduced | -2.15 | ||
| DFAC | dfa tr | 4.97 | 3,573,550 | 150,911,000 | added | 0.01 | ||
| EMGF | ishares tr | 6.90 | 3,180,870 | 209,683,000 | added | 0.49 | ||
| IBCE | ishares tr | 10.71 | 2,601,260 | 325,288,000 | unchanged | 0.00 | ||
| IBCE | ishares tr | 6.39 | 2,222,880 | 194,080,000 | added | 2.00 | ||
| IJR | ishares tr | 13.80 | 626,530 | 419,337,000 | added | 1.04 | ||