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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 $427,494
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,002,382 $74,008 17.31%
2.
Ishares Tr
 825,582 $58,303 13.63%
3.
Schwab Strategic Trust
 FNDF 570,260 $32,163 7.52%
4.
Vanguard Intl Equity Index Funds
 VWO 717,428 $29,486 6.89%
5.
Schwab Strategic Trust
 FNDF 541,875 $28,286 6.61%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)