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Matson Money. Inc. - Mark Matson

25 Followers

Matson Money. Inc. Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2026

Matson Money. Inc. Portfolio Activity

IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF		AddedGeneral$51.72($51.14-$52.29)+4.08%826.73M23.03%
IVViShares Core S&P 500 ETF		Not ChangedGeneral$757.80($732.50-$783.09)0.00%567.03M15.86%
IAGGiShares Core International Aggregate Bond ETF		AddedGeneral$49.70($49.15-$50.25)+4.41%516.91M14.37%
DFISDimensional International Small Cap ETF		AddedGeneral$36.41($34.77-$38.05)+2.52%442.74M12.38%
VLUEiShares MSCI USA Value Factor ETF		ReducedGeneral$197.06($187.89-$206.22)-14.60%386.53M10.81%
IEMGiShares Core MSCI Emerging Markets ETF		ReducedGeneral$78.95($73.83-$84.08)-1.06%240.33M6.72%
IEFAiShares Core MSCI EAFE ETF		AddedGeneral$98.36($95.28-$101.44)+0.81%219.91M6.15%
IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF		AddedGeneral$51.64($50.28-$53.01)+5.92%203.99M5.68%
DFIPDimensional Inflation-Protected Securities ETF		AddedGeneral$40.14($38.98-$41.30)+6.55%170.75M4.77%

Measured Performance

Matson Money. Inc.Average Hedge Fund PortfolioS&P 5000%100%200%300%2016201820192021202320252026
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Matson Money. Inc. activity FAQ

What is Matson Money. Inc.’s portfolio gain since Mar 2016?
Matson Money. Inc.’s portfolio gain since Mar 2016 was 73.57%.
What is Matson Money. Inc.’s Sharpe Ratio?
Matson Money. Inc.’s Sharpe Ratio is 3.36.
What is Matson Money. Inc.’s portfolio value?
Matson Money. Inc.’s portfolio value is $3.57B.
What is Matson Money. Inc.’s average return since the fund’s last 13F filing?
Matson Money. Inc.’s average return since the fund’s last 13F filing is -0.45%.
What was Matson Money. Inc.’s average return in the last 12 months?
Matson Money. Inc.’s average return in the last 12 months was 9.48%.
What was Matson Money. Inc.’s average return in the last 3 years?
Matson Money. Inc.’s average return in the last 3 years was 6.95%.
When was the most recent 13F form submitted by Matson Money. Inc.?
Matson Money. Inc.'s most recent 13F form was submitted on Sep 30, 2026.
Who are the best performing hedge funds?
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TipRanks & Hedge Funds: TipRanks measures the performance of Mark Matson and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

Disclosure on Hedge Fund Expert Ranking:

We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:

1. Hedge funds that manage stocks of more than 1,500 different companies

2. Hedge funds with a portfolio turnover of over 50% from the previous quarter

3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.

Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.