Mason Investment Advisory Services, Inc.

Q1 2025 13F Holdings

  • Location
    reston, VA
  • Num holdings

    74

  • Value ($000)

    $1,656,671

  • Date Filed
    05/01/2025
  • Form type
    13F-HR
  • CIK
    0001635007
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VLUE
VLUE

ISHARES TR

MSCI USA VALUE
$492.26M
30 %

4,615,680

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$236.56M
14 %

2,713,731

VSS
VSS

VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF
$223.70M
14 %

1,935,130

TGRT
TGRT

T ROWE PRICE ETF INC

GROWTH ETF
$185.95M
11 %

5,421,401

AVDV
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$169.61M
10 %

2,432,059

AVSC
AVSC

AMERICAN CENTY ETF TR

AVANTIS US SMALL
$165.48M
10 %

3,418,920

MINT
MINT

PIMCO ETF TR

ENHAN SHRT MA AC
$53.60M
3 %

532,723

VBR
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
$52.70M
3 %

282,919

CGDV
CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

SHS CREATION UNI
$13.52M
1 %

379,377

VNQI
VNQI

VANGUARD INTL EQUITY INDEX F

GLB EX US ETF
$6.87M
0 %

169,804

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