13F COMBINATION REPORT

Mason Investment Advisory Services, Inc.

Quarter ended Q1 2025 · Filed May 1, 2025 · Accession 0001140361-25-016854

Total Value

$1.66B

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (74)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	46432F388	4,615,680	$492.3M	29.71%
2	AMERICAN CENTY ETF TR	025072877	2,713,731	$236.6M	14.28%
3	VANGUARD INTL EQUITY INDEX F	922042718	1,935,130	$223.7M	13.50%
4	T ROWE PRICE ETF INC	87283Q842	5,421,401	$186.0M	11.22%
5	AMERICAN CENTY ETF TR	025072802	2,432,059	$169.6M	10.24%
6	AMERICAN CENTY ETF TR	025072323	3,418,920	$165.5M	9.99%
7	PIMCO ETF TR	72201R833	532,723	$53.6M	3.24%
8	VANGUARD INDEX FDS	922908611	282,919	$52.7M	3.18%
9	CAPITAL GROUP DIVIDEND VALUE ETF	14020W106	379,377	$13.5M	0.82%
10	VANGUARD INTL EQUITY INDEX F	922042676	169,804	$6.9M	0.41%
11	CAPITAL GROUP GROWTH ETF	14020G101	185,963	$6.4M	0.38%
12	DIMENSIONAL ETF TRUST	25434V609	119,011	$6.1M	0.37%
13	CAPITAL GROUP INTL FOCUS EQT	14019W109	212,424	$5.2M	0.31%
14	SPDR S&P 500 ETF TR	SPY	5,341	$3.0M	0.18%
15	ISHARES TR	464288877	31,967	$1.9M	0.11%
16	ALBERTSONS COS INC	013091103	78,062	$1.7M	0.10%
17	SCHWAB STRATEGIC TR	808524755	43,645	$1.6M	0.10%
18	DIMENSIONAL ETF TRUST	25434V708	38,869	$1.3M	0.08%
19	EXXON MOBIL CORP	XOM	9,550	$1.1M	0.07%
20	APPLE INC	AAPL	5,041	$1.1M	0.07%
21	SPDR S&P MIDCAP 400 ETF TR	MDY	1,960	$1.0M	0.06%
22	WISDOMTREE TR	WT	17,434	$1.0M	0.06%
23	DTE ENERGY CO	DTK	7,287	$1.0M	0.06%
24	VANGUARD SPECIALIZED FUNDS	921908844	4,743	$920,038	0.06%
25	VANGUARD INDEX FDS	922908769	3,275	$900,135	0.05%
26	ISHARES TR	464288273	13,549	$860,745	0.05%
27	SPDR SER TR	78464A854	13,056	$858,563	0.05%
28	SPDR SER TR	78464A508	16,533	$844,325	0.05%
29	VANGUARD WORLD FD	92204A306	6,296	$816,637	0.05%
30	MICROSOFT CORP	MSFT	2,090	$784,669	0.05%
31	SPDR INDEX SHS FDS	78463X541	13,134	$699,383	0.04%
32	VANGUARD INDEX FDS	922908553	7,298	$660,806	0.04%
33	ISHARES TR	464287598	3,483	$655,326	0.04%
34	VANGUARD INDEX FDS	922908637	2,531	$650,543	0.04%
35	ISHARES TR	464287200	1,150	$646,169	0.04%
36	ISHARES TR	464287614	1,765	$637,456	0.04%
37	VANGUARD WHITEHALL FDS	921946406	4,936	$636,533	0.04%
38	VANGUARD MUN BD FDS	922907746	12,499	$620,179	0.04%
39	VANGUARD INDEX FDS	922908652	3,526	$607,470	0.04%
40	VANGUARD INDEX FDS	922908744	3,443	$594,822	0.04%
41	VANGUARD INDEX FDS	922908736	1,597	$592,102	0.04%
42	VANGUARD WORLD FD	92204A801	2,833	$534,920	0.03%
43	ISHARES TR	464287648	1,849	$472,409	0.03%
44	VANGUARD INDEX FDS	922908363	898	$461,425	0.03%
45	ARISTA NETWORKS INC	ANET	5,940	$460,231	0.03%
46	ISHARES TR	464287507	7,275	$424,518	0.03%
47	HESS CORP	HESM	2,538	$405,320	0.02%
48	VISA INC	V	1,155	$404,683	0.02%
49	DT MIDSTREAM INC	DTM	4,118	$397,305	0.02%
50	COSTCO WHSL CORP NEW	22160K105	416	$393,621	0.02%
51	INTUIT	INTU	613	$376,345	0.02%
52	ISHARES TR	464289859	4,912	$375,764	0.02%
53	HOME DEPOT INC	HD	1,021	$374,181	0.02%
54	ISHARES TR	464287176	3,220	$357,656	0.02%
55	VANGUARD SCOTTSDALE FDS	92206C870	4,357	$356,253	0.02%
56	SCHWAB STRATEGIC TR	808524870	12,354	$332,193	0.02%
57	AMAZON COM INC	AMZN	1,660	$315,832	0.02%
58	CHEVRON CORP NEW	CVX	1,830	$306,141	0.02%
59	ISHARES TR	464287150	2,491	$303,964	0.02%
60	WISDOMTREE TR	WT	3,738	$296,696	0.02%
61	AIM ETF PRODUCTS TRUST	00888H844	9,152	$280,048	0.02%
62	ALPHABET INC	GOOG	1,782	$278,431	0.02%
63	WISDOMTREE TR	WT	7,748	$276,451	0.02%
64	PROCTER AND GAMBLE CO	742718109	1,619	$275,911	0.02%
65	ELI LILLY & CO	LLY	330	$272,820	0.02%
66	VANGUARD WHITEHALL FDS	921946794	3,514	$258,947	0.02%
67	VANGUARD TAX-MANAGED FDS	921943858	5,058	$257,090	0.02%
68	INGREDION INC	INGR	1,870	$252,819	0.02%
69	ISHARES TR	464287663	2,717	$250,753	0.02%
70	ALPHABET INC	GOOG	1,588	$245,585	0.01%
71	SELECT SECTOR SPDR TR	81369Y506	2,626	$245,381	0.01%
72	SCHWAB STRATEGIC TR	808524847	11,165	$240,151	0.01%
73	SPDR INDEX SHS FDS	78463X871	7,336	$234,450	0.01%
74	ISHARES TR	464287499	2,518	$214,198	0.01%