Matrix Trust Co - Portfolio overview

Matrix Trust Co has 308 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. ILCV - ISHARES TR, 10.31%
2. SCHF - SCHWAB STRATEGIC TR, 8.29%
3. VEA - VANGUARD TAX MANAGED INTL FD, 7.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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