0001140361-24-035631.txt : 20240805
0001140361-24-035631.hdr.sgml : 20240805
20240805092908
ACCESSION NUMBER: 0001140361-24-035631
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20240805
DATE AS OF CHANGE: 20240805
EFFECTIVENESS DATE: 20240805
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: 241173328
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
12-31-2020
12-31-2020
false
Mason Investment Advisory Services, Inc.
11921 Freedom Drive
Suite 1000
Reston
VA
20190
13F HOLDINGS REPORT
028-23779
000111113
801-18054
N
Jack Delaney
Chief Compliance Officer
703-716-6000
/s/ Jack Delaney
Reston
VA
08-05-2024
0
81
833192594
INFORMATION TABLE
2
informationtable.xml
ABBOTT LABS
COM
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7180
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0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
721984
2764
SH
SOLE
2764
0
0
ADVANCE AUTO PARTS INC
COM
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1334425
8472
SH
SOLE
8472
0
0
ALLIANCE RESOURCE PARTNERS L
UT LTD PART
01877R108
577201
128840
SH
SOLE
128839
0
0
ALLSTATE CORP
COM
020002101
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SH
SOLE
9465
0
0
ALPHABET INC
CAP STK CL C
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1116
SH
SOLE
1116
0
0
AMAZON COM INC
COM
023135106
2042095
627
SH
SOLE
627
0
0
AMERICAN INTL GROUP INC
COM NEW
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1155449
30519
SH
SOLE
30519
0
0
APPLE INC
COM
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1463836
11032
SH
SOLE
11032
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0
APPLIED MATLS INC
COM
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0
BK OF AMERICA CORP
COM
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BOEING CO
COM
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CHEVRON CORP NEW
COM
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CIGNA CORP NEW
COM
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CISCO SYS INC
COM
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COCA COLA CO
COM
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COMCAST CORP NEW
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CONOCOPHILLIPS
COM
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COSTCO WHSL CORP NEW
COM
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DISNEY WALT CO
COM
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DOLLAR TREE INC
COM
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EOG RES INC
COM
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SOLE
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FISERV INC
COM
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GENERAL DYNAMICS CORP
COM
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855269
5747
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GOLDMAN SACHS GROUP INC
COM
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0
HOME DEPOT INC
COM
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302807
1140
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HONEYWELL INTL INC
COM
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INTERCONTINENTAL EXCHANGE IN
COM
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INTUIT
COM
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800
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800
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ISHARES TR
CORE S&P MCP ETF
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ISHARES TR
MSCI USA VALUE
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RUS 1000 GRW ETF
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RUS 1000 GRW ETF
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RUS 2000 GRW ETF
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JPMORGAN CHASE & CO
COM
46625H100
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SH
SOLE
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KROGER CO
COM
501044101
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22457
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LILLY ELI & CO
COM
532457108
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MARSH & MCLENNAN COS INC
COM
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MEDTRONIC PLC
SHS
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SH
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MERCK & CO. INC
COM
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17220
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MICROSOFT CORP
COM
594918104
1617216
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SH
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7271
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0
MONDELEZ INTL INC
CL A
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0
MOTOROLA SOLUTIONS INC
COM NEW
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NEXTERA ENERGY INC
COM
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NORTHROP GRUMMAN CORP
COM
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NXP SEMICONDUCTORS N V
COM
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ON SEMICONDUCTOR CORP
COM
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PEPSICO INC
COM
713448108
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7593
SH
SOLE
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PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
37430959
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PROCTER AND GAMBLE CO
COM
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SH
SOLE
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PTC INC
COM
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QORVO INC
COM
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RAYONIER INC
COM
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200078
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
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SERVICENOW INC
COM
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S&P INTL SMLCP
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TR UNIT
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SPDR SER TR
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TRUIST FINL CORP
COM
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GLB EX US ETF
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COM
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