Chief Compliance Officer

0001140361-24-035925.txt : 20240806 0001140361-24-035925.hdr.sgml : 20240806 20240806161444 ACCESSION NUMBER: 0001140361-24-035925 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 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: 241179437 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 12-31-2021 12-31-2021 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 Chief Compliance Officer 703-716-6000 /s/ Jack Delaney Reston VA 08-06-2024 0 100 1210723259 INFORMATION TABLE 2 informationtable.xml ABBOTT LABS COM 002824100 835996 5940 SH SOLE 0 0 5940 AERCAP HOLDINGS NV SHS N00985106 2210018 33782 SH SOLE 0 0 33782 AKAMAI TECHNOLOGIES INC COM 00971T101 1239337 10589 SH SOLE 0 0 10589 ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 1706301 134992 SH SOLE 0 0 134992 ALPHABET INC CAP STK CL A 02079K305 353439 122 SH SOLE 0 0 122 ALPHABET INC CAP STK CL C 02079K107 3553329 1228 SH SOLE 0 0 1228 AMAZON COM INC COM 023135106 416793 125 SH SOLE 0 0 125 AMERICAN CENTY ETF TR US SML CP VALU 025072877 173400264 2174571 SH SOLE 0 0 2174571 AMERICAN INTL GROUP INC COM NEW 026874784 2350251 41334 SH SOLE 0 0 41334 APPLE INC COM 037833100 1214934 6842 SH SOLE 0 0 6842 ARISTA NETWORKS INC COM 040413106 251850 1752 SH SOLE 0 0 1752 AVERY DENNISON CORP COM 053611109 515220 2379 SH SOLE 0 0 2379 AZENTA INC COM 114340102 228904 2220 SH SOLE 0 0 2220 BK OF AMERICA CORP COM 060505104 1986212 44644 SH SOLE 0 0 44644 CATERPILLAR INC COM 149123101 2372962 11478 SH SOLE 0 0 11478 CHEVRON CORP NEW COM 166764100 1216215 10364 SH SOLE 0 0 10364 CIGNA CORP NEW COM 125523100 1852655 8068 SH SOLE 0 0 8068 COMCAST CORP NEW CL A 20030N101 1767086 35110 SH SOLE 0 0 35110 CONOCOPHILLIPS COM 20825C104 1539527 21329 SH SOLE 0 0 21329 COSTCO WHSL CORP NEW COM 22160K105 567700 1000 SH SOLE 0 0 1000 D R HORTON INC COM 23331A109 2482963 22895 SH SOLE 0 0 22895 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 6732396 141675 SH SOLE 0 0 141675 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1173314 40501 SH SOLE 0 0 40501 EOG RES INC COM 26875P101 1206667 13584 SH SOLE 0 0 13584 EXPEDIA GROUP INC COM NEW 30212P303 1871536 10356 SH SOLE 0 0 10356 FISERV INC COM 337738108 1737652 16742 SH SOLE 0 0 16742 FLEXSHARES TR IBOXX 5YR TRGT 33939L605 325522 11609 SH SOLE 0 0 11609 FMC CORP COM NEW 302491303 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3899 ISHARES TR RUS 1000 GRW ETF 464287614 482527 1579 SH SOLE 0 0 1579 ISHARES TR RUS 1000 VAL ETF 464287598 1113208 6629 SH SOLE 0 0 6629 ISHARES TR RUS 2000 GRW ETF 464287648 844570 2882 SH SOLE 0 0 2882 JPMORGAN CHASE & CO COM 46625H100 1601552 10114 SH SOLE 0 0 10114 KEURIG DR PEPPER INC COM 49271V100 1243214 33728 SH SOLE 0 0 33728 KULICKE & SOFFA INDS INC COM 501242101 302700 5000 SH SOLE 0 0 5000 LEIDOS HOLDINGS INC COM 525327102 1560817 17557 SH SOLE 0 0 17557 MEDTRONIC PLC SHS G5960L103 1284849 12420 SH SOLE 0 0 12420 MERCK & CO INC COM 58933Y105 1464360 19107 SH SOLE 0 0 19107 MICROSOFT CORP COM 594918104 3928890 11682 SH SOLE 0 0 11682 MONDELEZ INTL INC CL A 609207105 1252927 18895 SH SOLE 0 0 18895 MOTOROLA SOLUTIONS INC COM NEW 620076307 408093 1502 SH SOLE 0 0 1502 NEXTERA ENERGY INC COM 65339F101 2162031 23158 SH SOLE 0 0 23158 NXP SEMICONDUCTORS N V COM N6596X109 1772584 7782 SH SOLE 0 0 7782 PEPSICO INC COM 713448108 683028 3932 SH SOLE 0 0 3932 PFIZER INC COM 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