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Portfolio (Quarterly) Guide ↗

Mason & Associates, LLC

· CIK 0001895045
13F Portfolio $440M AUM 39 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 6 Added 24 Reduced 4 Exited
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VV VANGUARD INDEX FDS 426,437.0 $134.2M 30.52% -45K -9.6% $314.80 +8.5%
2 DYNF BLACKROCK ETF TRUST 384,460.0 $23.4M 5.32% -9K -2.2% $60.81 +9.4%
3 VO VANGUARD INDEX FDS 76,753.0 $22.3M 5.07% -4K -4.5% $290.22 -73.3%
4 SPDW SPDR INDEX SHS FDS 400,124.0 $17.8M 4.04% -2K -0.6% $44.41 +13.4%
5 VB VANGUARD INDEX FDS 46,741.0 $12.1M 2.74% -3K -5.2% $257.95 +11.0%
6 SPEM SPDR INDEX SHS FDS 127,249.0 $6.0M 1.35% -3K -2.3% $46.81 +9.1%
7 IVW ISHARES TR 35,296.0 $4.4M 0.99% -2K -6.4% $123.26 +10.8%
8 IVV ISHARES TR 5,661.0 $3.9M 0.88% -168.0 -2.9% $684.94 +8.9%
9 SPY SPDR S&P 500 ETF TR Financial Services 5,558.0 $3.8M 0.86% -359.0 -6.1% $681.92 +8.9%
10 VTEB VANGUARD MUN BD FDS 69,689.0 $3.5M 0.80% -6K -7.9% $50.29 -0.9%
11 IWL ISHARES TR 18,065.0 $3.1M 0.70% -921.0 -4.8% $170.63 +8.3%
12 SCHB SCHWAB STRATEGIC TR 97,031.0 $2.5M 0.58% -6K -5.9% $26.23 +9.0%
13 IWY ISHARES TR 6,983.0 $1.9M 0.44% -446.0 -6.0% $276.94 +5.7%
14 MINO PIMCO ETF TR 42,296.0 $1.9M 0.44% -4K -8.5% $45.32 -0.7%
15 IVE ISHARES TR 6,614.0 $1.4M 0.32% -549.0 -7.7% $212.07 +6.6%
16 IWR ISHARES TR 10,272.0 $989K 0.23% -1K -9.4% $96.27 +9.1%
17 SCHX SCHWAB STRATEGIC TR 25,671.0 $691K 0.16% -3K -9.8% $26.91 +8.5%
18 VTI VANGUARD INDEX FDS 1,899.0 $637K 0.14% -165.0 -8.0% $335.27 +8.9%
19 IWV ISHARES TR 1,462.0 $566K 0.13% -326.0 -18.2% $386.85 +8.7%
20 MGC VANGUARD WORLD FD 1,900.0 $477K 0.11% -140.0 -6.9% $251.17 +8.8%
Page 1 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 48.2%
Technology 26.6%
Utilities 15.9%
Industrials 9.2%