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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 $689,542
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 670,985 $67,930 9.85%
2.
Schwab Strategic Trust
 SCHD 2,021,762 $56,003 8.12%
3.
Vanguard Tax Managed Intl Fd - FTSE DEV MKT ETF
 744,374 $53,037 7.69%
4.
Vanguard Intl Equity Index Funds
 VWO 756,063 $45,129 6.54%
5.
Schwab Strategic Trust
 SCHD 1,464,818 $43,110 6.25%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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