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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Matrix Trust Co

Quarter ended Q2 2025 · Filed July 14, 2025 · Accession 0001784277-25-000005

Total Value
$628,221
Positions
255
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464288109700,341$58,4019.30%
2SCHWAB STRATEGIC TR8085248052,052,409$45,3587.22%
3VANGUARD TAX MANAGED INTL FD921943858780,285$44,4847.08%
4SCHWAB STRATEGIC TR8085248701,606,096$42,8516.82%
5VANGUARD INTL EQUITY INDEX F922042858782,342$38,6956.16%
6SCHWAB STRATEGIC TR8085242011,449,834$35,4345.64%
7ISHARES TR46428720045,627$28,3304.51%
8VANGUARD INDEX FDS92290836343,862$24,9153.97%
9ISHARES TR464287226238,708$23,6803.77%
10VANGUARD SCOTTSDALE FDS92206C409260,478$20,7083.30%
11WISDOMTREE TRWT325,653$16,3842.61%
12ISHARES TR464288406201,752$15,3292.44%
13ISHARES TR464288307186,218$14,9402.38%
14HARTFORD FDS EXCHANGE TRADED41653L859565,459$14,5072.31%
15ISHARES TR464288208177,216$14,1172.25%
16SCHWAB STRATEGIC TR808524607539,098$13,6392.17%
17ISHARES TR464288703189,512$11,6341.85%
18ISHARES TR464288604167,423$8,3311.33%
19VANGUARD SCOTTSDALE FDS92206C87089,285$7,4041.18%
20VANGUARD BD INDEX FDS92193783593,694$6,8991.10%
21SELECT SECTOR SPDR TR81369Y85239,582$4,2960.68%
22SELECT SECTOR SPDR TR81369Y50648,243$4,0910.65%
23BROADCOM INCAVGO14,486$3,9930.64%
24SPDR SER TR78468R66342,198$3,8710.62%
25VANGUARD INDEX FDS92290855338,513$3,4300.55%
26MICROSOFT CORPMSFT6,564$3,2650.52%
27SPDR GOLD TRUSTGLD10,327$3,1480.50%
28ISHARES TR46428718479,178$2,9110.46%
29APPLE INCAAPL14,128$2,8990.46%
30JPMORGAN CHASE & COVYLD9,952$2,8850.46%
31TEXAS INSTRS INC88250810413,690$2,8420.45%
32ABBVIE INCABBV14,594$2,7090.43%
33VANGUARD INTL EQUITY INDEX F92204277539,879$2,6810.43%
34ISHARES TR46428752310,406$2,4840.40%
35COSTCO WHSL CORP NEW22160K1052,451$2,4260.39%
36WORLD GOLD TRGLDW36,190$2,3710.38%
37EXXON MOBIL CORPXOM21,482$2,3160.37%
38ACCENTURE PLC IRELANDACN7,741$2,3140.37%
39MORGAN STANLEYMS-PQ16,242$2,2880.36%
40MCDONALDS CORPMCD7,768$2,2700.36%
41CME GROUP INCCME7,966$2,1960.35%
42BONDBLOXX ETF TRUST09789C78841,667$2,0980.33%
43HOME DEPOT INCHD5,614$2,0580.33%
44FASTENAL COFAST48,806$2,0500.33%
45PAYCHEX INCPAYX14,086$2,0490.33%
46ALLSTATE CORPALL-PJ10,073$2,0280.32%
47ISHARES TR46428744020,683$1,9810.32%
48SPDR INDEX SHS FDS78463X50944,436$1,8990.30%
49UNITEDHEALTH GROUP INCUNH5,937$1,8520.29%
50WASTE MGMT INC DEL94106L1097,916$1,8110.29%
51LOCKHEED MARTIN CORPLMT3,871$1,7930.29%
52WEC ENERGY GROUP INCWEC16,352$1,7040.27%
53ISHARES TR46429B74716,477$1,6960.27%
54MARSH & MCLENNAN COS INC5717481027,654$1,6730.27%
55RAYTHEON TECHNOLOGIES CORPRTX11,117$1,6230.26%
56EXTRA SPACE STORAGE INCEXR10,789$1,5910.25%
57FIRST TR EXCH TRADED FD III33739E10887,109$1,5510.25%
58PRICE T ROWE GROUP INCTROW16,065$1,5500.25%
59VANGUARD MALVERN FDS92202080530,119$1,5140.24%
60VANECK ETF TRUST92189F48659,364$1,5140.24%
61ISHARES TR46434V64757,259$1,4140.23%
62SSGA ACTIVE ETF TR78467V10348,058$1,3980.22%
63MERCK & CO INCMRK17,409$1,3780.22%
64VANGUARD STAR FDS92190976819,013$1,3140.21%
65BLACKROCK ETF TRUST IIBLK42,028$1,3030.21%
66ISHARES TR46428743214,419$1,2720.20%
67VANGUARD INTL EQUITY INDEX F9220427189,134$1,2280.20%
68PEPSICO INCPEP8,834$1,1660.19%
69LITMAN GREGORY FDS TR53700T82740,746$1,0480.17%
70NEW YORK LIFE INVESTMENTS ET45409B10732,247$1,0420.17%
71ASA GOLD AND PRECIOUS MTLS LG3156P10332,080$1,0130.16%
72UNITED PARCEL SERVICE INCUPS9,766$9860.16%
73SIMPLIFY EXCHANGE TRADED FUN82889N53344,729$9840.16%
74CHEVRON CORP NEWCVX6,729$9640.15%
75ISHARES TR4642875728,529$9190.15%
76VANGUARD WORLD FDS92204A8764,824$8510.14%
77NUVEEN S&P 500 BUY-WRITE INCNU57,855$8030.13%
78DOUBLELINE OPPORTUNISTIC CRDBL50,160$7710.12%
79SSGA ACTIVE ETF TR78467V60818,322$7620.12%
80SPDR SER TR78464A29223,275$7390.12%
81TEMPUR SEALY INTL INCSGI10,228$6960.11%
82INTERNATIONAL BUSINESS MACHSINTR2,032$5990.10%
83ISHARES TR46434V87811,485$5820.09%
84ISHARES SILVER TRUSTSLV16,264$5340.09%
85EOG RES INCEOG4,261$5100.08%
86CISCO SYS INCCSCO6,761$4690.07%
87SKYWORKS SOLUTIONS INCSWKS6,271$4670.07%
88ISHARES GOLD TRIAU7,432$4630.07%
89ISHARES TR4642871764,165$4580.07%
90FRANKLIN RESOURCES INCBEN17,309$4130.07%
91JABIL INCJBL1,884$4110.07%
92RBB FD INC74933W2138,095$4050.06%
93ARTISAN PARTNERS ASSET MGMT04316A1089,038$4010.06%
94TAIWAN SEMICONDUCTOR MFG LTD8740391001,689$3830.06%
95FIRST TR EXCHANGE TRADED FD33734X20013,830$3810.06%
96NVIDIA CORPORATIONNVDA2,365$3740.06%
97UBER TECHNOLOGIES INCUBER3,896$3630.06%
98META PLATFORMS INCMETA488$3600.06%
99NETFLIX INCNFLX268$3590.06%
100MERCADOLIBRE INCMELI135$3530.06%
101VISA INCV983$3490.06%
102PROGRESSIVE CORP7433151031,306$3490.06%
103BOOKING HOLDINGS INCBKNG60$3470.06%
104MASTERCARD INCORPORATEDMA618$3470.06%
105AMAZON COM INCAMZN1,582$3470.06%
106ALPHABET INCGOOG1,962$3460.06%
107APPLOVING CORPAPP981$3430.05%
108MOODYS CORPMCO682$3420.05%
109ELI LILLY & COLLY438$3410.05%
110GE AEROSPACE3696043011,322$3400.05%
111BERKSHIRE HATHAWAY INC DELBRK-A698$3390.05%
112ONEOK INC NEWOKE4,140$3380.05%
113LYONDELLBASELL INDUSTRIES NLYB5,823$3370.05%
114EMERSON ELEC COEMR2,506$3340.05%
115ISHARES TR46429B5985,920$3300.05%
116BORGWARNER INCBWA9,558$3200.05%
117DXC TECHNOLOGY CODXC20,945$3200.05%
118CHEMOURS COCC27,765$3180.05%
119CLEVELAND-CLIFFS INC NEWCLF40,757$3100.05%
120CRANE COMPANYCR1,599$3040.05%
121VISHAY INTERTECHNOLOGY INCVSH19,052$3030.05%
122FREEPORT-MCMORAN INCFCX6,877$2980.05%
123BELDEN INCBDC2,545$2950.05%
124TRINITY INDS INC89652210910,832$2930.05%
125ATKORE INCATKR4,133$2920.05%
126HILLENBRAND INC43157110814,487$2910.05%
127PACCAR INCPCAR2,838$2700.04%
128HARLEY DAVIDSON INCHOG11,449$2700.04%
129HUNTSMAN CORPHUN25,647$2670.04%
130ISHARES TR46429B6714,819$2660.04%
131MICROCHIP TECHNOLOGY INC.MCHPP2,913$2050.03%
132MSC INDL DIRECT INC5535301062,252$1910.03%
133HF SINCLAIR CORPDINO4,561$1870.03%
134AMGEN INCAMGN648$1810.03%
135CELANESE CORP DELCE3,086$1710.03%
136JOHNSON & JOHNSONJNJ1,118$1710.03%
137ACUITY BRANDS INCAYI565$1690.03%
138CITIGROUP INCC-PR1,951$1660.03%
139LEVI STRAUSS & CO NEWLEVI8,804$1630.03%
140MAGNA INTL INC5592224014,190$1620.03%
141INTEL CORPINTC7,204$1610.03%
142QUALCOMM INCQCOM1,003$1600.03%
143GRAINGER W W INC384802104152$1580.03%
144KROGER COKR2,189$1570.02%
145FARMERS NATIONAL BANC CORPFMNB11,285$1560.02%
146CUMMINS INCCMI468$1530.02%
1473M COMMM997$1520.02%
148STARBUCKS CORPSBUX1,636$1500.02%
149AVERY DENNISON CORPAVY836$1470.02%
150C H ROBINSON WORLDWIDE INCCHRW1,521$1460.02%
151FIRSTENERGY CORPFE3,580$1440.02%
152HARBOR ETF TRUST41151J5055,943$1440.02%
153GILEAD SCIENCES INCGILD1,295$1440.02%
154PPL CORPPPLC4,217$1430.02%
155BARCLAYS BANK PLCVXZ4,219$1430.02%
156COGNIZANT TECHNOLOGY SOLUTIOCTSH1,825$1420.02%
157AON PLCAON394$1410.02%
158BOOZ ALLEN HAMILTON HLDG CORBAH1,358$1410.02%
159MERCHANTS BANCORP INDMBINN4,226$1400.02%
160SNAP ON INCSNA450$1400.02%
161WALMART INCWMT400$390.01%
162GENUINE PARTS COGPC285$350.01%
163CASEYS GEN STORES INC14752810368$350.01%
164TYSON FOODS INCTSN566$320.01%
165NUCOR CORPNUE240$310.00%
166NIKE INCNKE441$310.00%
167RPM INTL INC749685103279$310.00%
168AXIS CAP HLDGS LTDG0692U109300$310.00%
169GRACO INCGGG357$310.00%
170SKYWEST INCSKYW271$280.00%
171DANA INCDAN1,648$280.00%
172CULLEN FROST BANKERS INCCFR-PB213$270.00%
173NRG ENERGY INCNRG170$270.00%
174VERIZON COMMUNICATIONS INCVZ619$270.00%
175BREAD FINANCIAL HOLDINGS INCBFH-PA480$270.00%
176AIR PRODS & CHEMS INCAIIR95$270.00%
177CVR ENERGY INCCVI970$260.00%
178IES HLDGS INCIESC86$250.00%
179STRIDE INCLRN169$250.00%
180EMCOR GROUP INCEME47$250.00%
181CSW INDUSTRIALS INCCSW86$250.00%
182ALBEMARLE CORPALB-PA382$240.00%
183HANOVER INS GROUP INC410867105139$240.00%
184US FOODS HLDG CORPUSFD318$240.00%
185LINCOLN ELEC HLDGS INC533900106116$240.00%
186DOVER CORPDOV127$230.00%
187DNOW INCDNOW1,473$220.00%
188TD SYNNEX CORPORATIONSNX159$220.00%
189Q2 HLDGS INCQTWO232$220.00%
190PENSKE AUTOMOTIVE GRP INC70959W103129$220.00%
191MARKETAXESS HLDGS INCMKTX92$210.00%
192MERCURY GENL CORP NEW589400100307$210.00%
193WORLD KINECT CORPORATIONWKC737$210.00%
194SANMINA CORPORATIONSANM217$210.00%
195SPROUTS FMRS MKT INC85208M102128$210.00%
196RESIDEO TECHNOLOGIES INCREZI885$200.00%
197VISTEON CORPVC211$200.00%
198WESCO INTL INC95082P105108$200.00%
199TEEKAY TANKERS LTDTNK491$200.00%
200GUIDEWIRE SOFTWARE INCGWRE87$200.00%
201FLUOR CORP NEWFLR389$200.00%
202OWENS CORNING NEWOC146$200.00%
203TEGNA INC87901J1051,126$190.00%
204LEAR CORPLEA196$190.00%
205COMSTOCK RES INCLODE696$190.00%
206AVNET INCAVT350$190.00%
207ALBERTSONS COS INC013091103828$180.00%
208BRIGHTHOUSE FINL INC10922N103332$180.00%
209JONES LANG LASALLE INCJLL69$180.00%
210TRI POINTE HOMES INCTPH570$180.00%
211ASBURY AUTOMOTIVE GROUP INCABG77$180.00%
212SOFI TECHNOLOGIES INCSOFI986$180.00%
213AMERICAN FINL GROUP INC OHIO025932104146$180.00%
214ROBINHOOD MKTS INC770700102182$170.00%
215AFFIRM HLDGS INCAFRM242$170.00%
216TOAST INCTOST382$170.00%
217RUSH STREET INTERACTIVE INCRSI1,048$160.00%
218NATIONAL STORAGE AFFILIATESNSA-PB497$160.00%
219DUTCH BROS INCBROS229$160.00%
220CARVANA COCVNA47$160.00%
221BRIGHTSPRING HEALTH SVCS INC10950A106690$160.00%
222ADTALEM GLOBL ED INCADT123$160.00%
223TAPESTRY INCTPR166$150.00%
224COMMVAULT SYS INCCVLT86$150.00%
225ARROW ELECTRS INC042735100115$150.00%
226MACYS INC55616P1041,310$150.00%
227LIBERTY MEDIA CORP DELFWONB179$150.00%
228SSR MINING INSSRGF1,177$150.00%
229MUELLER INDS INC624756102186$150.00%
230AVEPOINT INCAVPT801$150.00%
231UNITED NAT FOODS INCUNTCW659$150.00%
232HUB GROUP INCHUBG454$150.00%
233PRIMORIS SVCS CORP74164F103177$140.00%
234TKO GROUP HOLDINGS INCTKO78$140.00%
235STONEX GROUP INCSNEX155$140.00%
236COMPASS INCCOMP2,209$140.00%
237ABM INDS INC000957100292$140.00%
238PEDIATRIX MEDICAL GROUP INCMD966$140.00%
239VIRTU FINL INC928254101311$140.00%
240LEONARDO DRS INCDRS299$140.00%
241TELEPHONE & DATA SYS INCTDS-PV371$130.00%
242CINEMARK HLDGS INCCNK437$130.00%
243SYLVAMO CORPSLVM269$130.00%
244LIFE TIME GROUP HOLDINGS INCLTH382$120.00%
245REINSURANCE GRP OF AMERICA I75935160459$120.00%
246GEO GROUP INC NEWGEO486$120.00%
247PALOMAR HLDGS INCPLMR75$120.00%
248ACI WORLDWIDE INCACIW256$120.00%
249DUOLINGO INCDUOL26$110.00%
250DOXIMITY INCDOCS177$110.00%
251TG THERAPEUTICS INCTGTX318$110.00%
252INTAPP INCINTA209$110.00%
253UNITED STS LIME & MINERALS IUNTCW107$110.00%
254PRIMO BRANDS CORPORATIONPRMB351$100.00%
255CLEARWATER ANALYTICS HLDGS ICWAN471$100.00%