SEC 13F Intelligence

Managers / Q2 2022 · view latest →

Matrix Trust Co

CIK 0001784277 · 717 17TH STREET, SUITE 1300, DENVER, CO, 80202 · 866-935-6824

Reported Value
$362M
Q2 2022
Positions
53
Filings on Record
29
2019–present window
Filed
Aug 3, 2022
original filing

Summary

Matrix Trust Co reported $362M in U.S.-listed holdings across 53 positions for Q2 2022.

The portfolio is heavily concentrated: SCHF alone accounts for 44.7% of reported value.

Compared with Q1 2022, the fund opened 3 new positions and exited 2.

Portfolio Metrics

Turnover
+4.2%
vs prior filed quarter
Top-10 Concentration
+95.1%
share of reported value
Largest Position
+44.7%
Schwab Strategic Tr
New / Exited
3 / 2
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’19: $398MQ2 ’19Q3 ’19: $450MQ4 ’19: $469MQ1 ’20: $370MQ2 ’20: $392MQ2 ’20Q3 ’20: $341MQ4 ’20: $356MQ1 ’21: $366MQ2 ’21: $382MQ2 ’21Q3 ’21: $391MQ4 ’21: $412MQ1 ’22: $405MQ2 ’22: $362MQ2 ’22Q3 ’22: $351MQ1 ’23: $371MQ2 ’23: $388MQ3 ’23: $383MQ3 ’23Q4 ’23: $427MQ1 ’24: $442MQ2 ’24: $443MQ3 ’24: $535MQ3 ’24Q4 ’24: $575MQ1 ’25: $593MQ2 ’25: $628MQ3 ’25: $639MQ3 ’25Q4 ’25: $606MQ1 ’26: $602MQ2 ’26: $690Mfilingsflow.com

Portfolio Composition

By security type
ETP: 94.4%Common Stock: 5.6%
  • ETP · 94.4% · $342M
  • Common Stock · 5.6% · $20M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
TLTISHARES TRNEW+27.2K27.2K+$3M$3M
SOSOUTHERN CONEW+4.3K4.3K+$309,000$309,000
VTIVANGUARD INDEX FDSNEW+1.0K1.0K+$189,000$189,000
PGPROCTER AND GAMBLE COADDED+4.5K5.2K+$637,000$742,000
ALLALLSTATE CORPADDED+4.9K6.3K+$608,000$802,000
MDTMEDTRONIC PLCADDED+5.3K7.4K+$426,000$668,000
NOCNORTHROP GRUMMAN CORPADDED+9241.4K+$456,000$648,000
EXMOCEXXON MOBIL CORPADDED+3.8K5.7K+$331,000$491,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2022

39 positions
#IssuerClass% PortfolioValueShares
1SCHFSCHWAB STRATEGIC TRINTL EQTY ETF · US REIT ETF · US TIPS ETF · US LRG CAP ETF · US SML CAP ETF44.73%$162M5.08M
2ILCVISHARES TRMRNGSTR LG-CP VL · CORE US AGGBD ET · MRGSTR MD CP VAL · MRNING SM CP ETF · MRGSTR MD CP GRW · MRGSTR MD CP ETF · MRGSTR SM CP GR · 20 YR TR BD ETF · GL TIMB FORE ETF32.24%$117M1.89M
3VWOVANGUARD INTL EQUITY INDEX Fhistory →FTSE EMR MKT ETF7.57%$27M658.0K
4VCSHVANGUARD SCOTTSDALE FDSSHRT TRM CORP BD · INT-TERM CORP7.36%$27M345.6K
5XLESELECT SECTOR SPDR TRENERGY · SBI MATERIALS1.61%$6M81.0K
6DBBPOWERSHARES DB MULTI-SECTORBASE METALS FD0.57%$2M105.8K
7COSTCOSTCO WHSL CORP NEWCOM0.25%$908,0001.9K
8NEENEXTERA ENERGY INCCOM0.24%$886,00011.4K
9AVGOBROADCOM INCCOM0.24%$881,0001.8K
10MRKMERCK & CO INCCOM0.24%$874,0009.6K
11ABBVABBVIE INCCOM0.24%$867,0005.7K
12AAPLAPPLE INCCOM0.23%$837,0006.1K
13AFLAFLAC INCCOM0.23%$824,00014.9K
14PAYXPAYCHEX INCCOM0.23%$821,0007.2K
15ALLALLSTATE CORPCOM0.22%$802,0006.3K
16JNJJOHNSON & JOHNSONCOM0.22%$785,0004.4K
17ACNACCENTURE PLC IRELANDSHS CLASS A0.21%$756,0002.7K
18APDAIR PRODS & CHEMS INCCOM0.21%$745,0003.1K
19PGPROCTER AND GAMBLE COCOM0.20%$742,0005.2K
20MSFTMICROSOFT CORPCOM0.20%$711,0002.8K
21PFEPFIZER INCCOM0.19%$695,00013.3K
22HDHOME DEPOT INCCOM0.19%$686,0002.5K
23UNPUNION PAC CORPCOM0.19%$685,0003.2K
24MDTMEDTRONIC PLCSHS0.18%$668,0007.4K
25VLOVALERO ENERGY CORPCOM0.18%$655,0006.2K
26NOCNORTHROP GRUMMAN CORPCOM0.18%$648,0001.4K
27BLACKROCK INCCOM0.17%$627,0001.0K
28RTXRAYTHEON TECHNOLOGIES CORPCOM0.16%$562,0005.8K
29LMTLOCKHEED MARTIN CORPCOM0.16%$562,0001.3K
30TXNTEXAS INSTRS INCCOM0.15%$539,0003.5K
31CMICUMMINS INCCOM0.14%$499,0002.6K
32EXMOCEXXON MOBIL CORPCOM0.14%$491,0005.7K
33JPMJPMORGAN CHASE & COCOM0.13%$474,0004.2K
34TROWPRICE T ROWE GROUP INCCOM0.13%$471,0004.1K
35CVXCHEVRON CORP NEWCOM0.12%$430,0003.0K
36VPUVANGUARD WORLD FDSUTILITIES ETF0.11%$410,0002.7K
37VTIPVANGUARD MALVERN FDSSTRM INFPROIDX0.11%$388,0007.7K
38SOSOUTHERN COCOM0.09%$309,0004.3K
39VTIVANGUARD INDEX FDSTOTAL STK MKT0.05%$189,0001.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$690M101Jul 9, 202613F-HRchanges · EDGAR ↗
Q1 2026$602M178Apr 10, 202613F-HRchanges · EDGAR ↗
Q4 2025$606M222Jan 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$639M249Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$628M255Jul 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$593M255Apr 10, 202513F-HRchanges · EDGAR ↗
Q4 2024$575M251Jan 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$535M239Oct 9, 202413F-HRchanges · EDGAR ↗
Q2 2024$443M171Jul 10, 202413F-HRchanges · EDGAR ↗
Q1 2024$442M84May 6, 202413F-HRchanges · EDGAR ↗
Q4 2023$427M70Feb 5, 202413F-HRchanges · EDGAR ↗
Q3 2023$383M64Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023$388M59Jul 19, 202313F-HRchanges · EDGAR ↗
Q1 2023$371M64Apr 12, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review51Jan 24, 202313F-HRchanges · EDGAR ↗
Q3 2022$351M48Oct 25, 202213F-HRchanges · EDGAR ↗
Q2 2022$362M53Aug 3, 202213F-HRchanges · EDGAR ↗
Q1 2022$405M52Apr 18, 202213F-HRchanges · EDGAR ↗
Q4 2021$412M20Feb 3, 202213F-HRchanges · EDGAR ↗
Q3 2021$391M20Oct 19, 202113F-HRchanges · EDGAR ↗
Q2 2021$382M20Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$366M20May 6, 202113F-HRchanges · EDGAR ↗
Q4 2020$356M22Feb 9, 202113F-HRchanges · EDGAR ↗
Q3 2020$341M26Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$392M29Aug 4, 202013F-HRchanges · EDGAR ↗
Q1 2020$370M29May 6, 202013F-HRchanges · EDGAR ↗
Q4 2019$469M27Jan 21, 202013F-HRchanges · EDGAR ↗
Q3 2019$450M26Oct 30, 201913F-HRchanges · EDGAR ↗
Q2 2019$398M24Aug 1, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.