Mason Investment Advisory Services, Inc.
Q4 2024 13F Holdings
- Locationreston, VA
- Num holdings
71
- Value ($000)
$1,705,396
- Date Filed02/06/2025
- Form type13F-HR
- CIK0001635007
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VLUE ISHARES TR | MSCI USA VALUE | 46432F388 | $484.55M | 28 % | 4,588,101 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $260.14M | 15 % | 2,694,865 | ||
VSS VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | $220.83M | 13 % | 1,928,994 | ||
TGRT T ROWE PRICE ETF INC | GROWTH ETF | 87283Q842 | $208.06M | 12 % | 5,494,096 | ||
AVSC AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 | $182.73M | 11 % | 3,361,437 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $158.31M | 9 % | 2,432,568 | ||
MINT PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $58.00M | 3 % | 578,051 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $56.01M | 3 % | 282,609 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $11.43M | 1 % | 324,108 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $7.55M | 0 % | 306,232 |
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