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Matson Money. Inc. (auto-surfaced)

cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $3,260,540,209 · 9 positions · top-10 100.0% · SEC filing history →

13FScore 44/100 — cloning their disclosed top holdings over ~4.7y returned +3%/yr vs S&P +10%/yr (alpha -8%/yr), ahead of the market in 26% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
none

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
$IGSB · ISHARES TR24.0%-5% ≥Q2 '21The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.NASDAQ
$IAGG · ISHARES TR15.0%-9% ≥Q2 '21The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.
$IVV · ISHARES TR14.2%+75% ≥Q2 '21The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.
$DFIS · DFA TR12.3%+31% Q3 '24An exchange-traded fund managed by Dimensional Fund Advisors that holds a portfolio of securities following the firm's factor-based, systematic investment approach.NASDAQ
$VLUE · ISHARES TR10.7%+78% ≥Q2 '21The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.NASDAQ
$IEMG · ISHARES TR6.6%+14% ≥Q2 '21The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.
$IEFA · ISHARES TR6.3%+25% ≥Q2 '21The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.
$IGIB · ISHARES TR6.0%-13% ≥Q2 '21The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.NASDAQ
$DFIP · DFA TR5.0%+1% Q2 '24An exchange-traded fund managed by Dimensional Fund Advisors that holds a portfolio of securities following the firm's factor-based, systematic investment approach.

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker