Matson Money. Inc.
Matson Money is a registered investment advisor offering asset allocation advisory services primarily to non-high-net-worth individuals. They manage their own mutual funds and follow the Modern Portfolio Theory and Efficient Market Hypothesis.
Investment Strategy
Focused on Modern Portfolio Theory and Efficient Market Hypothesis, using strategies like Evidence-Based Investing and proprietary mutual funds.
Latest 13F Filing Activity
Matson Money. Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 9 equity positions with a total 13F market value of $3B. The fund increased holdings in Dfa TR, Ishares TR, Ishares TR among other positions. Matson Money. Inc. reduced exposure to Dfa TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (9)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IGSB | ISHARES TR | 24.29% | $701.0M | 13,287,182 | $52.85 | $52.76 | +$4.1M |
I IAGG | ISHARES TR | 15.10% | $435.9M | 8,532,724 | $54.24 | $51.09 | +$245.9K |
I IVV | ISHARES TR | 13.34% | $385.0M | 620,081 | $370.05 | $620.90 | +$36.6M |
D DFIS | DFA TR | 12.90% | $372.3M | 12,475,814 | $26.81 | $29.84 | +$49.9M |
V VLUE | ISHARES TR | 10.20% | $294.5M | 2,601,261 | $86.02 | $113.21 | +$8.1M |
Industry Allocation
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