Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Mason Investment Advisory Services Inc.
  City: Reston
  State: VA
  Zip: 20190
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,446,018,000
  Total Value Change : $87,284,000
  Securities Held Change : 3
   
All Securities Held : 67
  New Positions : 5
  Closed Positions : 2
  Increased Positions : 13
  Unchanged Positions : 24
  Decreased Positions : 25

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (AVSC)1 Year Chart         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
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 7 - $189.63 $54,039,000 281,631 3.74% 3,446,000 512 0.234    Closed - End Fund - E...
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 8 - $54.08 $6,409,000 117,751 0.44% 248,000 17 0.013    N/A
   (EFV)1 Year Chart         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...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 22 - $263.11 $888,000 3,416 0.06% 79,000 5 0    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 26 - $534.05 $832,000 1,583 0.06% 78,000 4 0    Closed - End Fund - E...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 27 - $49.87 $823,000 16,420 0.06% 60,000 58 0.001    Closed - End Fund - E...
   (VDE)1 Year Chart         VDE Vanguard Energy VIPERS 28 - $131.55 $747,000 5,676 0.05% 97,000 133 0.01    Closed - End Fund - E...
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 34 - $84.36 $540,000 6,249 0.04% 4,000 186 0.002    Closed - End Fund - E...
   (VAW)1 Year Chart         VAW Vanguard Materials VIPERS 35 - $203.52 $532,000 2,603 0.04% 48,000 54 0.002    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 38 - $163.06 $498,000 3,060 0.03% 55,000 94 0.001    Closed - End Fund - E...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 41 - $50.05 $487,000 9,633 0.03% 38,000 828 0.001    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 46 - $60.27 $403,000 6,640 0.03% -1,000 5,181 0.003    Closed - End Fund - E...
      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us