Top 50 Mason & Associates Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 11.11% | 165.0K | $57.2M | -0.98%(-1.63K) | $364.47(+10.94%) | 2026-03-31 | |
| RECS | COLUMBIA ETF TR I | 7.62% | 1.03M | $39.2M | -0.11%(-1.18K) | $34.95(+22.26%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 6.6% | 493.5K | $34.0M | -2.98%(-15.14K) | $55.38(+45.75%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 4.33% | 271.2K | $22.3M | +3.23%(+8.47K) | $72.85(+25.43%) | 2026-03-31 | |
| HFXI | NEW YORK LIFE INVESTMENTS ET | 4.15% | 656.8K | $21.4M | +4.05%(+25.57K) | $27.96(+32.53%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 3.93% | 55.8K | $20.2M | +1.30%(+717) | $237.84(+140.70%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.53% | 229.9K | $18.2M | +2.91%(+6.50K) | $78.63(+0.49%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 3.34% | 340.9K | $17.2M | -5.36%(-19.32K) | $50.72(-0.17%) | 2026-03-31 | |
| SJNK | SPDR SERIES TRUST | 3.04% | 630.7K | $15.6M | +7.37%(+43.31K) | $25.35(-1.25%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 2.56% | 122.1K | $13.2M | +2.11%(+2.52K) | $120.10(+21.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.15% | +30.04% |
| Top 20 Holdings Unweighted | +9.35% | +30.74% |
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