Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Microsoft Corp | 19 | Q2 2024 | 4.7% |
Vanguard Total Stock Market ETF | 19 | Q2 2024 | 4.9% |
iShares Core S&P 500 ETF | 19 | Q2 2024 | 4.8% |
SPDR S&P 500 ETF Trust | 19 | Q2 2024 | 3.8% |
Vanguard Small-Cap ETF | 19 | Q2 2024 | 2.9% |
Vanguard Mid-Cap ETF | 19 | Q2 2024 | 2.8% |
Apple Inc | 19 | Q2 2024 | 3.0% |
NVIDIA Corp | 19 | Q2 2024 | 6.3% |
Costco Wholesale Corp | 19 | Q2 2024 | 2.5% |
Intuit Inc | 19 | Q2 2024 | 2.4% |
View S.A. Mason LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-10 |
13F-HR | 2024-04-15 |
13F-HR | 2024-01-17 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-20 |
13F-HR | 2023-05-10 |
13F-HR | 2023-01-10 |
13F-HR | 2022-10-20 |
13F-HR | 2022-07-07 |
13F-HR | 2022-05-12 |
View S.A. Mason LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.