Matson Money. Inc. (auto-surfaced)
Tier None · cloneable
· 31-DEC-2025 → 31-MAR-2026
AUM $3,260,540,209 · 9 positions · top-10 100.0%
· SEC filing history →
13FScore 46/100 — cloning their disclosed top holdings over ~4.6y returned +3%/yr vs S&P +11%/yr (alpha -7%/yr), ahead of the market in 32% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Conviction | Business |
|---|
| none |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Conviction | Business |
|---|
| none |
Top holdings now
| Issuer | % book | Business |
|---|
| $IGSB · ISHARES TR | 24.0% | BlackRock iShares ETF family (index funds) |
| $IAGG · ISHARES TR | 15.0% | BlackRock iShares ETF family (index funds) |
| $IVV · ISHARES TR | 14.2% | BlackRock iShares ETF family (index funds) |
| $DFIS · DFA TR | 12.3% | |
| $VLUE · ISHARES TR | 10.7% | BlackRock iShares ETF family (index funds) |
| $IEMG · ISHARES TR | 6.6% | BlackRock iShares ETF family (index funds) |
| $IEFA · ISHARES TR | 6.3% | BlackRock iShares ETF family (index funds) |
| $IGIB · ISHARES TR | 6.0% | BlackRock iShares ETF family (index funds) |
| $DFIP · DFA TR | 5.0% | |