account_balance
Investment manager · 13F filer · SEC CIK 1895045
Mason & Associates, LLC
Reported value$710Mas of Sep 30, 2026
Positions46 3 new, 2 sold out
Top 10 weight93.1%VV alone is 44%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VVVanguard Index FDS
44.0%Added +104%
IUSBiShares Tr
18.8%Added +3%
VOVanguard Index FDS
7.1%Added +101%
SPDWSPDR Index SHS FDS
5.6%Added +104%
PYLDPimco ETF Tr
3.8%Added +5%
DYNFBlackRock ETF Trust
3.8%
VBVanguard Index FDS
3.6%Added +94%
IAGGiShares Tr
2.6%+2%
SPEMSPDR Index SHS FDS
1.9%
AVDE1.8%
VTEB0.7%
IVW0.7%
VVVanguard Index FDS
44.0%Added +104%
IUSBiShares Tr
18.8%+3%
VOVanguard Index FDS
7.1%+101%
SPDWSPDR Index SHS FDS
5.6%
PYLD3.8%
DYNF3.8%
VB3.6%
IAGG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VV Vanguard Index FDS 44.0% Added +104%
IUSB iShares Tr 18.8% Added +3%
VO Vanguard Index FDS 7.1% Added +101%
SPDW SPDR Index SHS FDS 5.6% Added +104%
PYLD Pimco ETF Tr 3.8% Added +5%
DYNF BlackRock ETF Trust 3.8% Held
VB Vanguard Index FDS 3.6% Added +94%
IAGG iShares Tr 2.6% Added +2%
SPEM SPDR Index SHS FDS 1.9% Added +109%
AVDE American Centy ETF Tr 1.8% Added +3%
VTEB Vanguard Mun Bd FDS 0.7% Added +20%
IVW iShares Tr 0.7% Held
What changed
Biggest moves since Jun 30, 2026
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