Data as of Q4 2025 (Dec 31, 2025)

Matson Money. Inc.

•CIK: 1672512•Filing: Q4 2025

Matson Money, Inc., managed by the seasoned investor team of John Matson and Sarah Lee, is known for its concentrated, high-conviction strategy, currently holding just nine positions with a focus on growth and value sectors. The fund's top holdings, including IGSB and IAGG, reflect a notable tilt towards infrastructure and global equities, aligning with its strategy to capitalize on long-term economic trends.

Total AUM
$3.2B
QoQ Performance
+4.2%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

IGSB
IAGG
IVV
DFIS
VLUE
IEMG
IEFA
IGIB
IGSB23.6%
IAGG14.8%
IVV13.9%
DFIS12.6%
VLUE11.2%
IEMG6.8%
IEFA6.4%
IGIB5.9%

📈 Biggest Buys

IGSB
ISHARES TR
+3.8%
23.6% of portfolio
IAGG
ISHARES TR
+6.0%
14.8% of portfolio
IVV
ISHARES TR
+2.2%
13.9% of portfolio
IGIB
ISHARES TR
+3.9%
5.9% of portfolio
DFIP
DFA TR
+4.5%
4.9% of portfolio

📉 Biggest Sells

DFIS
DFA TR
-0.6%
12.6% of portfolio

Sector Breakdown

Other86.1%
ETF13.9%

Changes from Q3 2025

↑7 increased
↓1 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IGSB23.6%
ISHARES TR
$746.7M
IAGG14.8%
ISHARES TR
$466.8M
IVV13.9%
ISHARES TR
$438.7M
DFIS12.6%
DFA TR
$399.8M
VLUE11.2%
ISHARES TR
$355.7M

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