| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
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.