StockDriftsStockDriftsTop 9 Matson Money. Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES TR | 24% | 14.89M | $782.6M | +5.43%(+767.34K) | $52.84(-0.87%) | 2026-03-31 | |
| IAGG | ISHARES TR | 14.97% | 9.75M | $488.1M | +4.62%(+430.87K) | $54.20(-7.88%) | 2026-03-31 | |
| IVV | ISHARES TR | 14.23% | 720.8K | $464.1M | +12.55%(+80.39K) | $427.17(+74.58%) | 2026-03-31 | |
| DFIS | DFA TR | 12.31% | 11.92M | $401.3M | -1.80%(-219.02K) | $25.73(+41.87%) | 2026-03-31 | |
| VLUE | ISHARES TR | 10.71% | 2.46M | $349.2M | -5.60%(-145.60K) | $84.92(+116.51%) | 2026-03-31 | |
| IEMG | ISHARES TR | 6.58% | 3.08M | $214.7M | -3.29%(-104.64K) | $52.14(+57.37%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.25% | 2.25M | $203.9M | +0.22%(+4.94K) | $64.82(+49.87%) | 2026-03-31 | |
| IGIB | ISHARES TR | 5.97% | 3.66M | $194.7M | +5.93%(+204.98K) | $55.14(-3.74%) | 2026-03-31 | |
| DFIP | DFA TR | 4.97% | 3.89M | $162.1M | +4.02%(+150.34K) | $41.30(+2.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.76% | +21.67% |
| Top 20 Holdings Unweighted | +7.15% | +23.02% |
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