Institutions / Matrix Trust Co
Matrix Trust Co
CIK 1784277 · Institution · as of Dec 31, 2025
Portfolio value
$605.9K
Positions
222
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 222 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $62.9K | 10.4% |
| Schwab Strategic Tr | $48.6K | 8.0% |
| Vanguard Tax Managed Intl Fd | $46.2K | 7.6% |
| Vanguard Intl Equity Index F | $40.6K | 6.7% |
| Schwab Strategic Tr | $39.2K | 6.5% |
| Schwab Strategic Tr | $39.2K | 6.5% |
| iShares Tr | $30.7K | 5.1% |
| Vanguard Index Fds | $28.0K | 4.6% |
| iShares Tr | $26.3K | 4.3% |
| Vanguard Scottsdale Fds | $19.8K | 3.3% |
| iShares Tr | $17.0K | 2.8% |
| iShares Tr | $16.2K | 2.7% |
| Schwab Strategic Tr | $15.7K | 2.6% |
| iShares Tr | $15.7K | 2.6% |
| Vanguard Scottsdale Fds | $14.6K | 2.4% |
| iShares Tr | $12.8K | 2.1% |
| iShares Tr | $9.9K | 1.6% |
| Vanguard Bd Index Fds | $7.6K | 1.3% |
| SPDR Gold Trust | $4.4K | 0.7% |
| Select Sector SPDR Tr | $4.3K | 0.7% |
| Select Sector SPDR Tr | $4.1K | 0.7% |
| SPDR Ser Tr | $4.0K | 0.7% |
| Vanguard Index Fds | $3.8K | 0.6% |
| Apple Inc. | $3.8K | 0.6% |
| Broadcom Inc. | $3.6K | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.