Titelia

Holdings of Mason Investment Advisory Services, Inc.

77 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 96.4 % of the equity sleeve

Sector breakdown

  • Technology 0.1 %
  • Funds 0.1 %
  • Energy 0.1 %
  • Unattributed 99.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • TW 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US762.2B $99.99 %
2TW1203.1K $0.01 %

Positions

RankCompanySharesValueWeight
1iShares MSCI USA Value Factor ETF 4,644,885660.5M $
2American Century ETF Trust 2,833,098313M $
3Vanguard FTSE All World ex-US 1,905,214277.8M $
4Avantis International Small Cap Value ETF 2,360,214235.7M $
5Avantis US Small Cap Equity ETF 3,585,892223.4M $
6T. Rowe Price Growth ETF 5,616,586220.8M $
7Vanguard Index Funds 283,03561.5M $
8Capital Group Dividend Value ETF 803,43834.2M $
9PIMCO Enhanced Short Maturity 278,15528M $
10Capital Group International Focus Equity ETF 811,69423.9M $
11Capital Group Growth ETF 365,07514.7M $
12Dimensional U S Targeted Value ETF 120,2557.5M $
13VANGUARD GLOBAL EX-U.S. REAL E VANGUARD GLBL EX-US REAL EST 160,1277.1M $
14State Street SPDR S&P 500 ETF Trust 5,2513.4M $
15Exxon Mobil Corp 16,2742.8M $
16iShares Trust 33,0712.5M $
17Schwab Fundamental International Equity Etf 44,9342.2M $
18Chevron Corp 10,2572.1M $
19Vanguard Growth ETF 4,1631.8M $
20Dimensional ETF Trust 38,4851.5M $
21Vanguard Scottsdale Funds 25,2461.5M $
22Apple Inc 4,9681.3M $
23iShares Core 80/20 Aggressive 13,4441.2M $
24WisdomTree Trust 17,4341.2M $
25VANGUARD ENERGY ETF VANGUARD ENERGY ETF 6,6671.2M $
26State Street SPDR S&P MidCap 400 ETF Trust 1,7581.1M $
27Vanguard Total Stock Market ETF 3,2941.1M $
28SPDR Series Trust 12,988994.1K $
29VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 4,459958.9K $
30SPDR Series Trust 16,634941.1K $
31iShares MSCI EAFE Small-Cap ETF 11,818926.6K $
32State Street SPDR S&P Global Natural Resources ETF 11,857885.4K $
33Vanguard Value ETF 4,203824.6K $
34Microsoft Corp 2,158798.8K $
35Vanguard Tax-Exempt Bond Index ETF 15,319764.3K $
36iShares Russell 1000 Growth ETF 1,766753.1K $
37Vanguard Real Estate ETF 8,147722.6K $
38Albertsons Cos Inc 42,219719.4K $
39iShares Core S&P 500 ETF 1,090712.1K $
40Vanguard Extended Market ETF 3,250668.8K $
41Vanguard High Dividend Yield E 4,384649.2K $
42VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF 2,804631.9K $
43Arista Networks Inc 4,955608.4K $
44Vanguard Large-Cap ETF 1,782532.6K $
45Alphabet Inc 1,856532.4K $
46Vanguard S&P 500 ETF 831496.8K $
47iShares Core S&P Mid-Cap ETF 7,319494.3K $
48Alphabet Inc 1,534441.2K $
49iShares Trust 2,022432.1K $
50Costco Wholesale Corp 427425.8K $
51iShares Trust 4,288416.9K $
52Vanguard Intermediate-Term Corporate Bond ETF 4,517373.7K $
53iShares TIPS Bond ETF 3,266360.4K $
54Amazon.com Inc 1,670347.8K $
55Wisdomtree Trust 3,738333.9K $
56Vanguard Whitehall Funds 3,514331.2K $
57Schwab US TIPS ETF 12,310327.6K $
58Select Sector Spdr Trust 5,317325.7K $
59WisdomTree Trust 7,748311K $
60Vanguard FTSE Developed Markets ETF 4,823309.1K $
61iShares Core S&P Total U.S. Stock Market ETF 2,138304.5K $
62ALLIANZIM US EQ BUFFER20 JUL 7,685298.3K $
63Home Depot Inc/The 819269.5K $
64iShares Trust 2,620267.9K $
65State Street SPDR S&P International Small Cap ETF 6,221262.7K $
66Eli Lilly & Co 285262.4K $
67SPDR Gold MiniShares Trust 2,774257.1K $
68Schwab U.S. REIT ETF 11,165239.9K $
69Visa Inc 792239.3K $
70Ingredion Inc 2,051231.1K $
71Berkshire Hathaway Inc 481230.5K $
72T ROWE PRICE NAT RES ETF 6,367223.2K $
73Intuit Inc 503217.5K $
74iShares Russell Top 200 Growth 828206K $
75Taiwan Semiconductor Manufacturing Co Ltd 601203.1K $
76Vanguard Short-Term Tax-Exempt Bond ETF 1,979200.2K $
77Precigen Inc 10,00038.7K $