0001140361-24-007388.txt : 20240213 0001140361-24-007388.hdr.sgml : 20240213 20240213150733 ACCESSION NUMBER: 0001140361-24-007388 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mason Investment Advisory Services, Inc. CENTRAL INDEX KEY: 0001635007 ORGANIZATION NAME: IRS NUMBER: 541211118 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23779 FILM NUMBER: 24625055 BUSINESS ADDRESS: STREET 1: 11921 FREEDOM DRIVE STREET 2: SUITE 1000 CITY: RESTON STATE: VA ZIP: 20190 BUSINESS PHONE: 703-716-6000 MAIL ADDRESS: STREET 1: 11921 FREEDOM DRIVE STREET 2: SUITE 1000 CITY: RESTON STATE: VA ZIP: 20190 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001635007 XXXXXXXX 12-31-2023 12-31-2023 false Mason Investment Advisory Services, Inc.

11921 Freedom Drive Suite 1000 Reston VA 20190

13F COMBINATION REPORT 028-23779 000111113 801-18054 0001364615 028-11964 000111616 801-57184 Aperio Group, LLC 0001364742 028-12019 BlackRock Inc. N Jack Delaney 703-716-6000 Jack Delaney Reston VA 02-13-2024 0 64 1358734902 INFORMATION TABLE 2 informationtable.xml ALBERTSONS COS INC COMMON STOCK 013091103 1863000 81000 SH SOLE 0 0 81000 ALPHABET INC CAP STK CL A 02079K305 360400 2580 SH SOLE 0 0 2580 ALPHABET INC CAP STK CL C 02079K107 419971 2980 SH SOLE 0 0 2980 AMAZON COM INC COM 023135106 415860 2737 SH SOLE 0 0 2737 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 131120247 2567964 SH SOLE 0 0 2567964 AMERICAN CENTY ETF TR US SML CP VALU 025072877 245656745 2735598 SH SOLE 0 0 2735598 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 144734221 2316118 SH SOLE 0 0 2316118 APPLE INC COM 037833100 1456297 7564 SH SOLE 0 0 7564 ARISTA NETWORKS INC COM 040413106 412614 1752 SH SOLE 0 0 1752 COSTCO WHSL CORP NEW COM 22160K105 273273 414 SH SOLE 0 0 414 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1123630 38441 SH SOLE 0 0 38441 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 6161020 117734 SH SOLE 0 0 117734 HESS CORP COM 42809H107 374960 2601 SH SOLE 0 0 2601 HOME DEPOT INC COM 437076102 441851 1275 SH SOLE 0 0 1275 INGREDION INC COM 457187102 200346 1846 SH SOLE 0 0 1846 INTUIT COM 461202103 500024 800 SH SOLE 0 0 800 ISHARES TR RUS 1000 GRW ETF 464287614 549950 1814 SH SOLE 0 0 1814 ISHARES TR EAFE VALUE ETF 464288877 1571923 30171 SH SOLE 0 0 30171 ISHARES TR CORE S&P TTL STK 464287150 255604 2429 SH SOLE 0 0 2429 ISHARES TR RUS 2000 GRW ETF 464287648 463076 1836 SH SOLE 0 0 1836 ISHARES TR RUS MID CAP ETF 464287499 206451 2656 SH SOLE 0 0 2656 ISHARES TR CORE S&P500 ETF 464287200 754178 1579 SH SOLE 0 0 1579 ISHARES TR MSCI USA VALUE 46432F388 455236615 4500164 SH SOLE 0 0 4500164 ISHARES TR CORE S&P US VLU 464287663 314045 3724 SH SOLE 0 0 3724 ISHARES TR EAFE SML CP ETF 464288273 903121 14590 SH SOLE 0 0 14590 ISHARES TR CORE S&P MCP ETF 464287507 404362 1459 SH SOLE 0 0 1459 ISHARES TR RUS 1000 VAL ETF 464287598 703304 4256 SH SOLE 0 0 4256 MICROSOFT CORP COM 594918104 820519 2182 SH SOLE 0 0 2182 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 70212989 703607 SH SOLE 0 0 703607 PROCTER AND GAMBLE CO COM 742718109 579126 3952 SH SOLE 0 0 3952 SCHWAB STRATEGIC TR US TIPS ETF 808524870 391187 7494 SH SOLE 0 0 7494 SCHWAB STRATEGIC TR US REIT ETF 808524847 229032 11059 SH SOLE 0 0 11059 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1425623 42266 SH SOLE 0 0 42266 SELECT SECTOR SPDR TR ENERGY 81369Y506 217313 2592 SH SOLE 0 0 2592 SERVICENOW INC Stock 81762P102 270586 383 SH SOLE 0 0 383 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 875016 15446 SH SOLE 0 0 15446 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 245313 7724 SH SOLE 0 0 7724 SPDR S&P 500 ETF TR TR UNIT 78462F103 2848533 5993 SH SOLE 0 0 5993 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1004612 1980 SH SOLE 0 0 1980 SPDR SER TR PORTFOLIO S&P500 78464A854 780811 13968 SH SOLE 0 0 13968 SPDR SER TR PRTFLO S&P500 VL 78464A508 762960 16362 SH SOLE 0 0 16362 VANGUARD INDEX FDS TOTAL STK MKT 922908769 809157 3411 SH SOLE 0 0 3411 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 642882 3910 SH SOLE 0 0 3910 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 535720 6063 SH SOLE 0 0 6063 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1020506 4678 SH SOLE 0 0 4678 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 431558 988 SH SOLE 0 0 988 VANGUARD INDEX FDS SM CP VAL ETF 922908611 50593013 281119 SH SOLE 0 0 281119 VANGUARD INDEX FDS VALUE ETF 922908744 443425 2966 SH SOLE 0 0 2966 VANGUARD INDEX FDS GROWTH ETF 922908736 602615 1938 SH SOLE 0 0 1938 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 209483116 1821117 SH SOLE 0 0 1821117 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 9945152 233509 SH SOLE 0 0 233509 VANGUARD MUN BD FDS TAX EXEMPT 922907746 449498 8805 SH SOLE 0 0 8805 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 343327 4224 SH SOLE 0 0 4224 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 804288 4720 SH SOLE 0 0 4720 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 210760 4400 SH SOLE 0 0 4400 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 256452 3857 SH SOLE 0 0 3857 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 577015 5169 SH SOLE 0 0 5169 VANGUARD WORLD FDS ENERGY ETF 92204A306 650028 5543 SH SOLE 0 0 5543 VANGUARD WORLD FDS MATERIALS ETF 92204A801 484192 2549 SH SOLE 0 0 2549 VISA INC COM CL A 92826C839 393129 1510 SH SOLE 0 0 1510 WISDOMTREE TR US MIDCAP FUND 97717W570 1231073 21451 SH SOLE 0 0 21451 WISDOMTREE TR INTL QULTY DIV 97717X131 707773 19514 SH SOLE 0 0 19514 WISDOMTREE TR US LARGECAP DIVD 97717W307 375047 5650 SH SOLE 0 0 5650 WISDOMTREE TR NEW ECON REAL ES 97717W331 204468 11176 SH SOLE 0 0 11176