0001140361-24-035912.txt : 20240806 0001140361-24-035912.hdr.sgml : 20240806 20240806155619 ACCESSION NUMBER: 0001140361-24-035912 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20240806 DATE AS OF CHANGE: 20240806 EFFECTIVENESS DATE: 20240806 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: 241178818 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 03-31-2021 03-31-2021 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 703-716-6000 /s/ Jack Delaney Reston VA 08-06-2024 0 84 958023350 INFORMATION TABLE 2 informationtable.xml ABBOTT LABS COM 002824100 860451 7180 SH SOLE 0 0 7180 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 454984 1647 SH SOLE 0 0 1647 ADVANCE AUTO PARTS INC COM 00751Y106 1191768 6495 SH SOLE 0 0 6495 ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 747269 128840 SH SOLE 0 0 128840 ALLSTATE CORP COM 020002101 1192088 10375 SH SOLE 0 0 10375 ALPHABET INC CAP STK CL C 02079K107 2527866 1222 SH SOLE 0 0 1222 AMAZON COM INC COM 023135106 386760 125 SH SOLE 0 0 125 AMERICAN INTL GROUP INC COM NEW 026874784 1410283 30519 SH SOLE 0 0 30519 APPLE INC COM 037833100 680131 5568 SH SOLE 0 0 5568 APPLIED MATLS INC COM 038222105 1603200 12000 SH SOLE 0 0 12000 BK OF AMERICA CORP COM 060505104 2318924 59936 SH SOLE 0 0 59936 BOEING CO COM 097023105 1025248 4025 SH SOLE 0 0 4025 CHEVRON CORP NEW COM 166764100 1891774 18053 SH SOLE 0 0 18053 CIGNA CORP NEW COM 125523100 1906362 7886 SH SOLE 0 0 7886 CISCO SYS INC COM 17275R102 1252313 24218 SH SOLE 0 0 24218 COCA COLA CO COM 191216100 1363660 25871 SH SOLE 0 0 25871 COMCAST CORP NEW CL A 20030N101 1504042 27796 SH SOLE 0 0 27796 CONOCOPHILLIPS COM 20825C104 980475 18510 SH SOLE 0 0 18510 COSTCO WHSL CORP NEW COM 22160K105 352480 1000 SH SOLE 0 0 1000 D R HORTON INC COM 23331A109 1326016 14879 SH SOLE 0 0 14879 DOLLAR TREE INC COM 256746108 1332543 11642 SH SOLE 0 0 11642 EOG RES INC COM 26875P101 543467 7493 SH SOLE 0 0 7493 EXPEDIA GROUP INC COM NEW 30212P303 1495551 8689 SH SOLE 0 0 8689 FISERV INC COM 337738108 1463954 12298 SH SOLE 0 0 12298 FLEXSHARES TR IBOXX 5YR TRGT 33939L605 237617 8584 SH SOLE 0 0 8584 GENERAL DYNAMICS CORP COM 369550108 1043425 5747 SH SOLE 0 0 5747 GOLDMAN SACHS GROUP INC COM 38141G104 1447956 4428 SH SOLE 0 0 4428 HOME DEPOT INC COM 437076102 347985 1140 SH SOLE 0 0 1140 HONEYWELL INTL INC COM 438516106 1987493 9156 SH SOLE 0 0 9156 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1657443 14841 SH SOLE 0 0 14841 INTUIT COM 461202103 306448 800 SH SOLE 0 0 800 ISHARES TR CORE S&P MCP ETF 464287507 422434 1623 SH SOLE 0 0 1623 ISHARES TR MSCI USA VALUE 46432F388 546846513 5337171 SH SOLE 0 0 5337171 ISHARES TR 1 3 YR TREAS BD 464287457 267375 3100 SH SOLE 0 0 3100 ISHARES TR CORE S&P500 ETF 464287200 240681 605 SH SOLE 0 0 605 ISHARES TR RUS 1000 GRW ETF 464287614 325917 1341 SH SOLE 0 0 1341 ISHARES TR RUS 1000 VAL ETF 464287598 1004625 6629 SH SOLE 0 0 6629 ISHARES TR RUS 2000 GRW ETF 464287648 881469 2931 SH SOLE 0 0 2931 JPMORGAN CHASE & CO COM 46625H100 1902723 12499 SH SOLE 0 0 12499 KULICKE & SOFFA INDS INC COM 501242101 245550 5000 SH SOLE 0 0 5000 MEDTRONIC PLC SHS G5960L103 1646023 13934 SH SOLE 0 0 13934 MERCK & CO. 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