Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Matrix Trust Co > Profile

Instuitional Investor - Matrix Trust Co

Fund Profile
Filing Period:
Fund Name: Matrix Trust Co
Portfolio Value $575,382
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 688,896 $55,787 9.69%
2.
Schwab Strategic Trust
 FNDF 2,039,156 $37,724 6.55%
3.
Vanguard Tax Managed Intl Fd - FTSE DEV MKT ETF
 766,305 $36,645 6.36%
4.
Wisdomtree Tr
 706,162 $35,534 6.17%
5.
Vanguard Intl Equity Index Funds
 VWO 774,544 $34,111 5.92%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)