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Home > Institutional Investor > Matrix Trust Co > Profile

Instuitional Investor - Matrix Trust Co

Fund Profile
Filing Period:
Fund Name: Matrix Trust Co
Portfolio Value $592,794
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 689,558 $56,164 9.47%
2.
Schwab Strategic Trust
 FNDF 2,032,963 $40,212 6.78%
3.
Vanguard Tax Managed Intl Fd - FTSE DEV MKT ETF
 765,725 $38,922 6.57%
4.
Vanguard Intl Equity Index Funds
 VWO 771,853 $34,934 5.89%
5.
Schwab Strategic Trust
 FNDF 1,430,522 $31,586 5.33%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)