StockDriftsStockDriftsTop 9 Matson Money. Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES TR | 22.65% | 15.51M | $813.1M | +4.14%(+616.22K) | $52.82(-1.37%) | 2026-06-30 | |
| IVV | ISHARES TR | 15.44% | 740.4K | $554.5M | +2.72%(+19.57K) | $434.17(+79.04%) | 2026-06-30 | |
| IAGG | ISHARES TR | 14.2% | 10.06M | $509.7M | +3.16%(+308.56K) | $54.08(-7.59%) | 2026-06-30 | |
| VLUE | ISHARES TR | 12.72% | 2.29M | $456.8M | -6.91%(-169.73K) | $84.92(+132.36%) | 2026-06-30 | |
| DFIS | DFA TR | 11.63% | 11.92M | $417.5M | +0.00%(+0) | $25.73(+44.61%) | 2026-06-30 | |
| IEMG | ISHARES TR | 6.91% | 2.99M | $247.9M | -2.74%(-84.47K) | $52.14(+53.86%) | 2026-06-30 | |
| IEFA | ISHARES TR | 6.06% | 2.25M | $217.5M | -0.03%(-639) | $64.82(+55.89%) | 2026-06-30 | |
| IGIB | ISHARES TR | 5.66% | 3.82M | $203.4M | +4.42%(+161.98K) | $55.05(-5.04%) | 2026-06-30 | |
| DFIP | DFA TR | 4.73% | 4.10M | $169.9M | +5.58%(+216.76K) | $41.31(-1.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.52% | +31.37% | +3.21% | +17.13% |
| Top 20 Holdings Unweighted | +10.27% | +34.09% | +3.41% | +18.25% |
Matson Money. Inc. reports $3.59B in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are IGSB (22.6%), IVV (15.4%) and IAGG (14.2%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +31.37% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Matson Money. Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1672512). View Matson Money. Inc.’s 13F filings on SEC