| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 2 | Q2 2024 | 7.3% |
| ISHARES TR | 2 | Q2 2024 | 2.7% |
| VANGUARD INDEX FDS | 2 | Q2 2024 | 2.7% |
| APPLE INC | 2 | Q2 2024 | 2.5% |
| ISHARES TR | 2 | Q2 2024 | 1.7% |
| ISHARES TR | 2 | Q2 2024 | 1.0% |
| VANGUARD INDEX FDS | 2 | Q2 2024 | 0.2% |
| ISHARES TR | 1 | Q2 2024 | 35.3% |
| VANGUARD INDEX FDS | 1 | Q2 2024 | 34.0% |
| IRON MTN INC DEL | 1 | Q1 2024 | 5.8% |
View Mason & Associates, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-16 |
| N-PX | 2024-07-16 |
| 13F-HR | 2024-04-26 |
| 13F-NT | 2024-04-11 |
| 13F-NT | 2024-02-06 |
| 13F-NT | 2023-11-13 |
| 13F-NT | 2023-07-25 |
| 13F-NT | 2023-04-27 |
| 13F-NT | 2023-02-03 |
| 13F-NT | 2022-10-20 |
View Mason & Associates, 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.