Top Holdings by value as of 2025-06-30:

1. AMERICAN CENTY ETF TR - $627.6M (34%)
2. ISHARES TR - $537.6M (29%)
3. VANGUARD INTL EQUITY INDEX F - $267.9M (15%)
4. T ROWE PRICE ETF INC - $222.0M (12%)
5. VANGUARD INDEX FDS - $59.6M (3%)

When compared to holdings as of 2025-03-31:

No New Positions

No Closed Positions

Increase Position by 25% or more:

• CAPITAL GROUP GROWTH ETF
• CAPITAL GROUP INTL FOCUS EQT
• EXXON MOBIL CORP
• ISHARES TR - TIPS BD ETF
• SELECT SECTOR SPDR TR

No Reduce Position by 25% or more

Mason Investment Advisory Services, Inc. is headquartered in Reston, VA.

Source