13F Filings for Mason Investment Advisory Services, Inc. (CIK: 1635007)
View the most recent portfolio holdings disclosed by Mason Investment Advisory Services, Inc. in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| N/A - ISHARES TR(Class: MSCI USA VALUE) | 4.66M | $528.02M | 28.79% | Increased | 48.39K (1.0%, $35.76M) |
| VSS - VANGUARD INTL EQUITY INDEX F(Class: FTSE SMCAP ETF) | 1.94M | $260.20M | 14.19% | Increased | 1.04K (0.0%, $36.50M) |
| AVUV - AMERICAN CENTY ETF TR(Class: US SML CP VALU) | 2.76M | $251.56M | 13.71% | Increased | 47.61K (1.0%, $15M) |
| TGRT - T ROWE PRICE ETF INC(Class: GROWTH ETF) | 5.49M | $222.01M | 12.10% | Increased | 71.17K (1.0%, $36.06M) |
| AVDV - AMERICAN CENTY ETF TR(Class: INTL SMCP VLU) | 2.46M | $194.71M | 10.62% | Increased | 23.93K (0.0%, $25.10M) |
| AVSC - AMERICAN CENTY ETF TR(Class: AVANTIS US SMALL) | 3.52M | $181.29M | 9.88% | Increased | 96.50K (2.0%, $15.81M) |
| VBR - VANGUARD INDEX FDS(Class: SM CP VAL ETF) | 281.12K | $54.82M | 2.99% | Decreased | 1.80K (0.0%, $2.12M) |
| MINT - PIMCO ETF TR(Class: ENHAN SHRT MA AC) | 484.92K | $48.75M | 2.66% | Decreased | 47.80K (8.0%, $4.85M) |
| CGDV - CAPITAL GROUP DIVIDEND VALUE(Class: SHS CREATION UNI) | 443.99K | $17.53M | 0.96% | Increased | 64.61K (17.0%, $4.01M) |
| CGGR - CAPITAL GROUP GROWTH ETF(Class: SHS CREATION UNI) | 240.42K | $9.77M | 0.53% | Increased | 54.46K (29.0%, $3.40M) |
| CGXU - CAPITAL GROUP INTL FOCUS EQT(Class: SHS CREATION UNI) | 303.77K | $8.24M | 0.45% | Increased | 91.34K (43.0%, $3.04M) |
| VNQI - VANGUARD INTL EQUITY INDEX F(Class: GLB EX US ETF) | 161.33K | $7.45M | 0.41% | Decreased | 8.47K (4.0%, $575.19K) |
| DFAT - DIMENSIONAL ETF TRUST(Class: US TARGETED VLU) | 119.50K | $6.45M | 0.35% | Increased | 490 (0.0%, $320.39K) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 5.29K | $3.27M | 0.18% | Decreased | 55 (1.0%, $278.01K) |
| TIP - ISHARES TR(Class: TIPS BD ETF) | 19.21K | $2.11M | 0.12% | Increased | 15.99K (496.0%, $1.76M) |
| N/A - ISHARES TR(Class: EAFE VALUE ETF) | 32.54K | $2.07M | 0.11% | Increased | 569 (1.0%, $181.25K) |
| FNDF - SCHWAB STRATEGIC TR(Class: FUNDAMENTAL INTL) | 43.65K | $1.75M | 0.10% | Unchanged | |
| XOM - EXXON MOBIL CORP(Class: COM) | 16.18K | $1.74M | 0.10% | Increased | 6.63K (69.0%, $608.80K) |
| ACI - ALBERTSONS COS INC(Class: COMMON STOCK) | 78.59K | $1.69M | 0.09% | Increased | 524 (0.0%, $26.20K) |
| DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2) | 38.99K | $1.40M | 0.08% | Increased | 117 (0.0%, $114.96K) |
| EZM - WISDOMTREE TR(Class: US MIDCAP FUND) | 17.43K | $1.08M | 0.06% | Unchanged | |
| MDY - SPDR SP MIDCAP 400 ETF TR(Class: UTSER1 SPDCRP) | 1.90K | $1.08M | 0.06% | Decreased | 61 (3.0%, $30.25K) |
| MSFT - MICROSOFT CORP(Class: COM) | 2.09K | $1.04M | 0.06% | Increased | 1 (0.0%, $255.64K) |
| AAPL - APPLE INC(Class: COM) | 5.04K | $1.03M | 0.06% | Decreased | 3 (0.0%, $86.14K) |
| SCZ - ISHARES TR(Class: EAFE SML CP ETF) | 13.75K | $999.57K | 0.05% | Increased | 204 (1.0%, $138.83K) |