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Name: |
Mason Investment Advisory Services Inc. |
City: |
Reston |
State: |
VA |
Zip: |
20190 |
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Holdings
Found :
13 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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AVSC |
Avantis Us Small Cap Equity... |
4 |
- |
$0.00 |
$171,346,000 |
3,272,458 |
11.85% |
40,226,000 |
704,494 |
3.636 |
N/A |
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VBR |
Vanguard Small Cap Val VIPER |
7 |
- |
$186.77 |
$54,039,000 |
281,631 |
3.74% |
3,446,000 |
512 |
0.234 |
Closed - End Fund - E... |
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DFAT |
Dimensional U S Targeted Va... |
8 |
- |
$53.39 |
$6,409,000 |
117,751 |
0.44% |
248,000 |
17 |
0.013 |
N/A |
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EFV |
iShares MSCI EAFE Value Ind... |
12 |
- |
$0.00 |
$1,651,000 |
30,350 |
0.11% |
79,000 |
179 |
0.001 |
Closed - End Fund - E... |
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VTI |
Vanguard Total Stock Market... |
22 |
- |
$260.52 |
$888,000 |
3,416 |
0.06% |
79,000 |
5 |
0 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
26 |
- |
$530.29 |
$832,000 |
1,583 |
0.06% |
78,000 |
4 |
0 |
Closed - End Fund - E... |
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SPYV |
SPDR Dow Jones Wilshire Lar... |
27 |
- |
$49.17 |
$823,000 |
16,420 |
0.06% |
60,000 |
58 |
0.001 |
Closed - End Fund - E... |
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VDE |
Vanguard Energy VIPERS |
28 |
- |
$127.03 |
$747,000 |
5,676 |
0.05% |
97,000 |
133 |
0.01 |
Closed - End Fund - E... |
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VNQ |
Vanguard REIT Index VIPERs |
34 |
- |
$83.05 |
$540,000 |
6,249 |
0.04% |
4,000 |
186 |
0.002 |
Closed - End Fund - E... |
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VAW |
Vanguard Materials VIPERS |
35 |
- |
$200.50 |
$532,000 |
2,603 |
0.04% |
48,000 |
54 |
0.002 |
Closed - End Fund - E... |
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VTV |
Vanguard Value VIPERS |
38 |
- |
$160.28 |
$498,000 |
3,060 |
0.03% |
55,000 |
94 |
0.001 |
Closed - End Fund - E... |
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VTEB |
Vanguard Tax Exempt Bond Etf |
41 |
- |
$49.67 |
$487,000 |
9,633 |
0.03% |
38,000 |
828 |
0.001 |
N/A |
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IJH |
iShares S&P MidCap 400 Index |
46 |
- |
$59.19 |
$403,000 |
6,640 |
0.03% |
-1,000 |
5,181 |
0.003 |
Closed - End Fund - E... |
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