Chief Compliance Officer

0001140361-24-036173.txt : 20240807 0001140361-24-036173.hdr.sgml : 20240807 20240807145349 ACCESSION NUMBER: 0001140361-24-036173 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20240807 DATE AS OF CHANGE: 20240807 EFFECTIVENESS DATE: 20240807 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: 241183066 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 03-31-2022 03-31-2022 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 08-07-2024 0 95 1159765445 INFORMATION TABLE 2 informationtable.xml ABBOTT LABS COM 002824100 703058 5940 SH SOLE 0 0 5940 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1671312 4956 SH SOLE 0 0 4956 AERCAP HOLDINGS NV SHS CLASS A N00985106 1898070 37750 SH SOLE 0 0 37750 AKAMAI TECHNOLOGIES INC COM 00971T101 1381939 11575 SH SOLE 0 0 11575 ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 2120748 137443 SH SOLE 0 0 137443 ALPHABET INC CAP STK CL A 02079K305 339325 122 SH SOLE 0 0 122 ALPHABET INC CAP STK CL C 02079K107 2234392 800 SH SOLE 0 0 800 AMAZON COM INC COM 023135106 407494 125 SH SOLE 0 0 125 AMERICAN CENTY ETF TR US SML CP VALU 025072877 180795307 2263903 SH SOLE 0 0 2263903 AMERICAN INTL GROUP INC COM NEW 026874784 2594535 41334 SH SOLE 0 0 41334 APPLE INC COM 037833100 1182459 6772 SH SOLE 0 0 6772 ARISTA NETWORKS INC COM 040413106 243493 1752 SH SOLE 0 0 1752 AVERY DENNISON CORP COM 053611109 1247539 7171 SH SOLE 0 0 7171 BK OF AMERICA CORP COM 060505104 1840226 44644 SH SOLE 0 0 44644 CATERPILLAR INC COM 149123101 2637743 11838 SH SOLE 0 0 11838 CIGNA CORP NEW COM 125523100 1933173 8068 SH SOLE 0 0 8068 COMCAST CORP NEW CL A 20030N101 1912129 40840 SH SOLE 0 0 40840 CONOCOPHILLIPS COM 20825C104 2469800 24698 SH SOLE 0 0 24698 COSTCO WHSL CORP NEW COM 22160K105 575850 1000 SH SOLE 0 0 1000 D R HORTON INC COM 23331A109 1858354 24941 SH SOLE 0 0 24941 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 6539692 140397 SH SOLE 0 0 140397 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1117018 40501 SH SOLE 0 0 40501 EOG RES INC COM 26875P101 2292674 19229 SH SOLE 0 0 19229 FISERV INC COM 337738108 929838 9170 SH SOLE 0 0 9170 FLEXSHARES TR IBOXX 5YR TRGT 33939L605 317093 11697 SH SOLE 0 0 11697 FMC CORP COM NEW 302491303 913622 6944 SH SOLE 0 0 6944 GENERAL DYNAMICS CORP COM 369550108 321734 1334 SH SOLE 0 0 1334 GENERAL MTRS CO COM 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SOLE 0 0 10114 KEURIG DR PEPPER INC COM 49271V100 1278291 33728 SH SOLE 0 0 33728 KULICKE & SOFFA INDS INC COM 501242101 280100 5000 SH SOLE 0 0 5000 LEIDOS HOLDINGS INC COM 525327102 948254 8779 SH SOLE 0 0 8779 MEDTRONIC PLC SHS G5960L103 1659590 14958 SH SOLE 0 0 14958 MERCK & CO INC COM 58933Y105 1498151 18259 SH SOLE 0 0 18259 MICROSOFT CORP COM 594918104 1600129 5190 SH SOLE 0 0 5190 MONDELEZ INTL INC CL A 609207105 1174614 18710 SH SOLE 0 0 18710 MOTOROLA SOLUTIONS INC COM NEW 620076307 363784 1502 SH SOLE 0 0 1502 NEXTERA ENERGY INC COM 65339F101 1949516 23014 SH SOLE 0 0 23014 NXP SEMICONDUCTORS N V COM N6596X109 1440293 7782 SH SOLE 0 0 7782 PARKER-HANNIFIN CORP COM 701094104 1279190 4508 SH SOLE 0 0 4508 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 63344807 632436 SH SOLE 0 0 632436 PROCTER AND GAMBLE CO COM 742718109 812590 5318 SH SOLE 0 0 5318 QORVO INC COM 74736K101 259741 2093 SH SOLE 0 0 2093 RAYONIER INC COM 754907103 280027 6810 SH SOLE 0 0 6810 RAYTHEON TECHNOLOGIES CORP 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VANGUARD INDEX FDS TOTAL STK MKT 922908769 691661 3038 SH SOLE 0 0 3038 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1175467 5638 SH SOLE 0 0 5638 VANGUARD INDEX FDS SM CP VAL ETF 922908611 72146532 410063 SH SOLE 0 0 410063 VANGUARD INDEX FDS VALUE ETF 922908744 546195 3696 SH SOLE 0 0 3696 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 325124 7048 SH SOLE 0 0 7048 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 203842791 1645353 SH SOLE 0 0 1645353 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1610701 31005 SH SOLE 0 0 31005 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 934042 5760 SH SOLE 0 0 5760 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 691632 14400 SH SOLE 0 0 14400 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 260836 3857 SH SOLE 0 0 3857 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 612212 5454 SH SOLE 0 0 5454 VANGUARD WORLD FDS ENERGY ETF 92204A306 603920 5642 SH SOLE 0 0 5642 VANGUARD WORLD FDS MATERIALS ETF 92204A801 622512 3208 SH SOLE 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