Mason & Associates Inc

Q1 2025 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    113

  • Value ($000)

    $402,387

  • Date Filed
    04/17/2025
  • Form type
    13F-HR
  • CIK
    0001917686
  • 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
JQUA
JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
$76.55M
19 %

1,355,587

DFUS
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
$64.66M
16 %

1,069,075

VCSH
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
$16.31M
4 %

206,555

AGZ
AGZ

ISHARES TR

AGENCY BOND ETF
$13.78M
3 %

125,932

KRE
KRE

SPDR SER TR

BLOOMBERG SHT TE
$12.97M
3 %

515,464

HFXI
HFXI

NEW YORK LIFE INVESTMENTS ET

NYLI FTSE INTERN
$12.02M
3 %

436,689

IQLT
IQLT

ISHARES TR

MSCI INTL QUALTY
$11.77M
3 %

296,491

JAAA
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
$11.65M
3 %

229,797

USFR
USFR

WISDOMTREE TR

FLOATNG RAT TREA
$11.46M
3 %

227,753

IHDG
IHDG

WISDOMTREE TR

ITL HDG QTLY DIV
$11.12M
3 %

256,225

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