Mason, OHCIK 20705291 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
28 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 676.3K | $26.78M | 27.4% | +676.3K | New Position |
| 2 | Dimensional ETF Trust | 606.5K | $19.85M | 20.3% | +606.5K | New Position |
| 3 | American Centy ETF Tr | 96.8K | $10.82M | 11.1% | +96.8K | New Position |
| 4 |
| Vanguard Index Fds |
| 19.6K |
| $6.58M |
| 6.7% |
| +19.6K |
| New Position |
| 5 | American Centy ETF Tr | 46.6K | $4.75M | 4.9% | +46.6K | New Position |
| 6 | Dimensional ETF Trust | 66.3K | $3.09M | 3.2% | +66.3K | New Position |
| 7 | Dimensional ETF Trust | 44.1K | $3.07M | 3.1% | +44.1K | New Position |
| 8 | Vanguard Malvern Fds | 59.5K | $2.94M | 3.0% | +59.5K | New Position |
| 9 | Dimensional ETF Trust | 47.8K | $2.84M | 2.9% | +47.8K | New Position |
| 10 | Vanguard Tax-Managed Fds | 32.6K | $2.04M | 2.1% | +32.6K | New Position |
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