Mason Investment Advisory Services, Inc.
Q2 2025 13F Holdings
- Locationreston, VA
- Num holdings
74
- Value ($000)
$1,834,208
- Date Filed08/05/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VLUE ISHARES TR | MSCI USA VALUE | 46432F388 | $528.02M | 29 % | 4,664,066 | ||
VSS VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | $260.20M | 14 % | 1,936,168 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $251.56M | 14 % | 2,761,344 | ||
TGRT T ROWE PRICE ETF INC | GROWTH ETF | 87283Q842 | $222.01M | 12 % | 5,492,570 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $194.71M | 11 % | 2,455,994 | ||
AVSC AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 | $181.29M | 10 % | 3,515,423 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $54.82M | 3 % | 281,121 | ||
MINT PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $48.75M | 3 % | 484,919 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $17.53M | 1 % | 443,987 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $9.77M | 1 % | 240,420 |
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