Matson Money. Inc.
CIK:0001672512
Investment Adviser
$11B AUM
9 holdings
Mason, OH, USA
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.
Top Buys
D
DFISDFA TR+$49.9M
I
IVVISHARES TR+$36.6M
I
IEMGISHARES TR+$21.8M
I
IEFAISHARES TR+$17.0M
V
VLUEISHARES TR+$8.1M
Top Sells
D
DFISDFA TR+$49.9M
I
IVVISHARES TR+$36.6M
I
IEMGISHARES TR+$21.8M
I
IEFAISHARES TR+$17.0M
V
VLUEISHARES TR+$8.1M
Top Holdings
I
IGSBISHARES TR+24.3%$701.0M
I
IAGGISHARES TR+15.1%$435.9M
I
IVVISHARES TR+13.3%$385.0M
D
DFISDFA TR+12.9%$372.3M
V
VLUEISHARES TR+10.2%$294.5M
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 |