SEC 13F Intelligence

Managers / Q1 2023 · view latest →

Matrix Trust Co

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

Reported Value
$371M
Q1 2023
Positions
64
Filings on Record
29
2019–present window
Filed
Apr 12, 2023
original filing

Summary

Matrix Trust Co reported $371M in U.S.-listed holdings across 64 positions for Q1 2023.

The portfolio is heavily concentrated: SCHF alone accounts for 38.8% of reported value.

Compared with Q4 2022, the fund opened 16 new positions and exited 3.

Portfolio Metrics

Turnover
+6.8%
vs prior filed quarter
Top-10 Concentration
+89.6%
share of reported value
Largest Position
+38.8%
Schwab Strategic Tr
New / Exited
16 / 3
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: 87.3%Common Stock: 12.7%
  • ETP · 87.3% · $324M
  • Common Stock · 12.7% · $47M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
UPSUNITED PARCEL SERVICE INCNEW+9.7K9.7K+$2M$2M
GLWCORNING INCNEW+40.2K40.2K+$1M$1M
WOODISHARES TRNEW+3.3K3.3K+$234,000$234,000
SGOVISHARES TRNEW+1.6K1.6K+$160,000$160,000
GLDMWORLD GOLD TRNEW+3.0K3.0K+$118,000$118,000
IVVISHARES TRNEW+260260+$107,000$107,000
ICSHISHARES TRNEW+2.1K2.1K+$103,000$103,000
IEFISHARES TRNEW+971971+$96,000$96,000

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

Holdings — Q1 2023

44 positions
#IssuerClass% PortfolioValueShares
1SCHFSCHWAB STRATEGIC TRINTL EQTY ETF · US TIPS ETF · US LRG CAP ETF · US DIVIDEND EQ · US SML CAP ETF38.80%$144M3.38M
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 · IBOXX INV CPBD · GL TIMB FORE ETF · 0-3 MNTH TREASRY · S&P 500 INDEX · BLACKROCK ULTRA · 7-10 YR TRSY BD · 0-5 YR TIPS ETF32.80%$122M1.89M
3VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF · FTSE EUROPE ETF7.35%$27M674.8K
4VCSHVANGUARD SCOTTSDALE FDSSHRT TRM CORP BD · INT-TERM CORP6.83%$25M328.4K
5XLESELECT SECTOR SPDR TRhistory →ENERGY1.05%$4M47.2K
6AVGOBROADCOM INCCOM0.67%$2M3.9K
7ABBVABBVIE INCCOM0.54%$2M12.7K
8APDAIR PRODS & CHEMS INCCOM0.53%$2M6.8K
9TXNTEXAS INSTRS INCCOM0.52%$2M10.3K
10UPSUNITED PARCEL SERVICE INCCL B0.51%$2M9.7K
11AAPLAPPLE INCCOM0.49%$2M11.1K
12MSFTMICROSOFT CORPCOM0.47%$2M6.0K
13TROWPRICE T ROWE GROUP INCCOM0.46%$2M15.1K
14ACNACCENTURE PLC IRELANDSHS CLASS A0.46%$2M5.9K
15ALLALLSTATE CORPCOM0.44%$2M14.7K
16JPMJPMORGAN CHASE & COCOM0.43%$2M12.4K
17VLOVALERO ENERGY CORPCOM0.42%$2M11.1K
18HDHOME DEPOT INCCOM0.41%$2M5.1K
19MDTMEDTRONIC PLCSHS0.40%$2M18.6K
20COSTCOSTCO WHSL CORP NEWCOM0.40%$2M3.0K
21NEENEXTERA ENERGY INCCOM0.40%$1M19.3K
22MRKMERCK & CO INCCOM0.39%$1M13.8K
23USFRWISDOMTREE TRFLOATNG RAT TREA · EUROPE SMCP DV0.39%$1M28.9K
24EXMOCEXXON MOBIL CORPCOM0.39%$1M13.2K
25GLWCORNING INCCOM0.38%$1M40.2K
26SOSOUTHERN COCOM0.38%$1M20.3K
27PAYXPAYCHEX INCCOM0.38%$1M12.3K
28NOCNORTHROP GRUMMAN CORPCOM0.37%$1M3.0K
29CMICUMMINS INCCOM0.37%$1M5.7K
30UNPUNION PAC CORPCOM0.36%$1M6.7K
31LMTLOCKHEED MARTIN CORPCOM0.36%$1M2.8K
32AFLAFLAC INCCOM0.34%$1M19.8K
33CVXCHEVRON CORP NEWCOM0.33%$1M7.6K
34RTXRAYTHEON TECHNOLOGIES CORPCOM0.33%$1M12.5K
35JNJJOHNSON & JOHNSONCOM0.30%$1M7.3K
36BLACKROCK INCCOM0.27%$1M1.5K
37PFEPFIZER INCCOM0.14%$511,00012.5K
38VPUVANGUARD WORLD FDSUTILITIES ETF0.06%$205,0001.4K
39GLDMWORLD GOLD TRSPDR GLD MINIS0.03%$118,0003.0K
40EWGISHARES INCMSCI GERMANY ETF0.01%$49,0001.7K
41LISTED FD TRTEUCRIUM AGRI ST0.01%$48,0001.4K
42SDYSPDR SER TRS&P DIVID ETF0.01%$21,000172
43PDBCINVESCO ACTVELY MNGD ETC FDOPTIMUM YIELD0.00%$18,0001.3K
44PPAINVESCO EXCHANGE TRADED FD TAEROSPACE DEFN0.00%$2,00022

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 ↗.