StockDriftsStockDriftsTop 50 Mason Investment Advisory Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VLUE | ISHARES TR | 30.5% | 4.64M | $660.5M | -1.03%(-48.19K) | $79.36(+132.05%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 14.45% | 2.83M | $313.0M | -0.41%(-11.74K) | $78.17(+51.93%) | 2026-03-31 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 12.83% | 1.91M | $277.8M | -1.68%(-32.48K) | $100.93(+59.72%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 10.88% | 2.36M | $235.7M | -2.30%(-55.58K) | $58.07(+89.62%) | 2026-03-31 | |
| AVSC | AMERICAN CENTY ETF TR | 10.32% | 3.59M | $223.4M | -0.61%(-21.89K) | $48.95(+37.76%) | 2026-03-31 | |
| TGRT | T ROWE PRICE ETF INC | 10.19% | 5.62M | $220.8M | +4.17%(+224.70K) | $34.00(+37.42%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 2.84% | 283.0K | $61.5M | -0.76%(-2.16K) | $115.53(+99.91%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.58% | 803.4K | $34.2M | +1.81%(+14.30K) | $38.59(+25.38%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 1.29% | 278.2K | $28.0M | -7.69%(-23.18K) | $100.73(-0.17%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 1.11% | 811.7K | $23.9M | +14.75%(+104.33K) | $27.71(+20.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.50% | +46.23% |
| Top 20 Holdings Unweighted | +13.00% | +44.29% |
Sign up free to track Mason Investment Advisory Services, Inc., compare funds side by side, and get alerts the moment positions change.