HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (VLUE) |
4,500,164 | +4,500,164 | $455,237 |
| VLUE | 4,500,164 | +4,500,164 | $455,237 |
| AMERICAN CENTY ETF TR (AVUV) |
2,735,598 | +2,735,598 | $245,657 |
| AVUV | 2,735,598 | +2,735,598 | $245,657 |
| VANGUARD INTL EQUITY INDEX F (VSS) |
1,821,117 | +1,821,117 | $209,483 |
| VSS | 1,821,117 | +1,821,117 | $209,483 |
| AMERICAN CENTY ETF TR (AVDV) |
2,316,118 | +2,316,118 | $144,734 |
| AVDV | 2,316,118 | +2,316,118 | $144,734 |
| AMERICAN CENTY ETF TR (AVSC) |
2,567,964 | +2,567,964 | $131,120 |
| AVSC | 2,567,964 | +2,567,964 | $131,120 |
| PIMCO ETF TR (MINT) |
703,607 | +703,607 | $70,213 |
| MINT | 703,607 | +703,607 | $70,213 |
| VANGUARD INDEX FDS (VBR) |
281,119 | +281,119 | $50,593 |
| VBR | 281,119 | +281,119 | $50,593 |
| VANGUARD INTL EQUITY INDEX F (VNQI) |
233,509 | +233,509 | $9,945 |
| VNQI | 233,509 | +233,509 | $9,945 |
| DIMENSIONAL ETF TRUST (DFAT) |
117,734 | +117,734 | $6,161 |
| DFAT | 117,734 | +117,734 | $6,161 |
| SPDR S&P 500 ETF TR (SPY) |
5,993 | +5,993 | $2,849 |
| SPY | 5,993 | +5,993 | $2,849 |
| ALBERTSONS COS INC |
81,000 | +81,000 | $1,863 |
| ACI | 81,000 | +81,000 | $1,863 |
| ISHARES TR (EFV) |
30,171 | +30,171 | $1,572 |
| EFV | 30,171 | +30,171 | $1,572 |
| APPLE INC |
7,564 | +7,564 | $1,456 |
| AAPL | 7,564 | +7,564 | $1,456 |
| SCHWAB STRATEGIC TR |
42,266 | +42,266 | $1,426 |
| FNDF | 42,266 | +42,266 | $1,426 |
| WISDOMTREE TR |
21,451 | +21,451 | $1,231 |
| EZM | 21,451 | +21,451 | $1,231 |
| DIMENSIONAL ETF TRUST (DFAC) |
38,441 | +38,441 | $1,124 |
| DFAC | 38,441 | +38,441 | $1,124 |
| VANGUARD INDEX FDS (VV) |
4,678 | +4,678 | $1,021 |
| VV | 4,678 | +4,678 | $1,021 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
1,980 | +1,980 | $1,005 |
| MDY | 1,980 | +1,980 | $1,005 |
| ISHARES TR (SCZ) |
14,590 | +14,590 | $903 |
| SCZ | 14,590 | +14,590 | $903 |
| SPDR INDEX SHS FDS (GNR) |
15,446 | +15,446 | $875 |
| GNR | 15,446 | +15,446 | $875 |
| MICROSOFT CORP |
2,182 | +2,182 | $821 |
| MSFT | 2,182 | +2,182 | $821 |
| VANGUARD INDEX FDS (VTI) |
3,411 | +3,411 | $809 |
| VTI | 3,411 | +3,411 | $809 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
4,720 | +4,720 | $804 |
| VIG | 4,720 | +4,720 | $804 |
| SPDR SER TR (SPLG) |
13,968 | +13,968 | $781 |
| SPLG | 13,968 | +13,968 | $781 |
| SPDR SER TR (SPYV) |
16,362 | +16,362 | $763 |
| SPYV | 16,362 | +16,362 | $763 |
| ISHARES TR (IVV) |
1,579 | +1,579 | $754 |
| IVV | 1,579 | +1,579 | $754 |
| WISDOMTREE TR |
19,514 | +19,514 | $708 |
| IQDG | 19,514 | +19,514 | $708 |
| ISHARES TR (IWD) |
4,256 | +4,256 | $703 |
| IWD | 4,256 | +4,256 | $703 |
| VANGUARD WORLD FDS (VDE) |
5,543 | +5,543 | $650 |
| VDE | 5,543 | +5,543 | $650 |
| VANGUARD INDEX FDS (VXF) |
3,910 | +3,910 | $643 |
| VXF | 3,910 | +3,910 | $643 |
| VANGUARD INDEX FDS (VUG) |
1,938 | +1,938 | $603 |
| VUG | 1,938 | +1,938 | $603 |
| PROCTER AND GAMBLE CO |
3,952 | +3,952 | $579 |
| PG | 3,952 | +3,952 | $579 |
| VANGUARD WHITEHALL FDS (VYM) |
5,169 | +5,169 | $577 |
| VYM | 5,169 | +5,169 | $577 |
| ISHARES TR (IWF) |
1,814 | +1,814 | $550 |
| IWF | 1,814 | +1,814 | $550 |
| VANGUARD INDEX FDS (VNQ) |
6,063 | +6,063 | $536 |
| VNQ | 6,063 | +6,063 | $536 |
| INTUIT |
800 | +800 | $500 |
| INTU | 800 | +800 | $500 |
| VANGUARD WORLD FDS (VAW) |
2,549 | +2,549 | $484 |
| VAW | 2,549 | +2,549 | $484 |
| ISHARES TR (IWO) |
1,836 | +1,836 | $463 |
| IWO | 1,836 | +1,836 | $463 |
| VANGUARD MUN BD FDS (VTEB) |
8,805 | +8,805 | $449 |
| VTEB | 8,805 | +8,805 | $449 |
| VANGUARD INDEX FDS (VTV) |
2,966 | +2,966 | $443 |
| VTV | 2,966 | +2,966 | $443 |
| HOME DEPOT INC |
1,275 | +1,275 | $442 |
| HD | 1,275 | +1,275 | $442 |
| VANGUARD INDEX FDS (VOO) |
988 | +988 | $432 |
| VOO | 988 | +988 | $432 |
| ALPHABET INC |
2,980 | +2,980 | $420 |
| GOOG | 2,980 | +2,980 | $420 |
| AMAZON COM INC |
2,737 | +2,737 | $416 |
| AMZN | 2,737 | +2,737 | $416 |
| ARISTA NETWORKS INC |
1,752 | +1,752 | $413 |
| ANET | 1,752 | +1,752 | $413 |
| ISHARES TR (IJH) |
1,459 | +1,459 | $404 |
| IJH | 1,459 | +1,459 | $404 |
| VISA INC |
1,510 | +1,510 | $393 |
| V | 1,510 | +1,510 | $393 |
| SCHWAB STRATEGIC TR |
7,494 | +7,494 | $391 |
| SCHP | 7,494 | +7,494 | $391 |
| WISDOMTREE TR |
5,650 | +5,650 | $375 |
| DLN | 5,650 | +5,650 | $375 |
| HESS CORP |
2,601 | +2,601 | $375 |
| HES | 2,601 | +2,601 | $375 |
See Full List: All Stocks Held By Mason Investment Advisory Services Inc.
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Mason Investment Advisory Services Inc.
|
Size ($ in 1000's)
At 12/31/2023: $1,358,734 At 09/30/2023: $0 Mason Investment Advisory Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mason Investment Advisory Services Inc. 13F filings. Link to 13F filings: SEC filings |
