Fund HoldingsS.A. Mason LLC

Total Portfolio Value
$188.62M
Total Bought
$11.76M
Total Sold
$4.14M
Net Transaction
+$7.61M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Vanguard S&P 500 ETF4,4756,623+2,1482,2383,4951.85%+1,257
Vanguard Small-Cap ETF019,363+19,36304,5932.44%+4,593
Oracle Corp(ORCL)7,6779,181+1,5041,0841,5640.83%+480
Apple Inc(AAPL)22,59422,478-1164,7595,2372.78%+479
Vanguard Total Stock Market ETF26,54726,630+837,1027,5414.00%+439
Vanguard Mid-Cap ETF18,22818,331+1034,4134,8362.56%+423
Toast Inc(TOST)012,420+12,42003520.19%+352
AbbVie Inc(ABBV)012,641+12,64102,4961.32%+2,496
SPDR Portfolio S&P 400 Mid Cap
ST STR P400MID
28,64332,802+4,1591,4691,7940.95%+324
Mastercard Inc(MA)05,184+5,18402,5601.36%+2,560
Palantir Technologies Inc(PLTR)22,60022,100-5005728220.44%+250
Wintrust Financial Corp(WTFC)02,205+2,20502390.13%+239
General Electric Co(GE)07,684+7,68401,4490.77%+1,449
Accenture PLC
SHS CLASS A
04,390+4,39001,5520.82%+1,552
American Express Co(AXP)5,2795,280+11,2221,4320.76%+210
Vanguard Total Bond Market ETF07,758+7,75805830.31%+583
Lowe's Cos Inc(LOW)04,004+4,00401,0840.57%+1,084
Costco Wholesale Corp(COST)5,1065,116+104,3404,5362.40%+196
Berkshire Hathaway Inc03,538+3,53801,6280.86%+1,628
SPDR Gold Shares(GLD)6,5036,50301,3981,5810.84%+182
Invesco S&P 500 Equal Weight E
S&P500 EQL WGT
0975+97501750.09%+175
Apache Corp(APA)07,075+7,07501730.09%+173
iShares Core S&P Mid-Cap ETF019,706+19,70601,2280.65%+1,228
SPDR S&P 500 ETF Trust(SPY)9,6339,428-2055,2425,4092.87%+167
NextEra Energy Inc(NEE)11,51411,575+618159780.52%+163
Walmart Inc(WMT)12,31912,346+278349970.53%+163
Vanguard FTSE Developed Market12,72614,876+2,1506297860.42%+157
iShares Gold Trust(IAU)26,92926,92901,1831,3380.71%+155
McDonald's Corp(MCD)03,032+3,03209230.49%+923
O'Reilly Automotive Inc(ORLY)01,694+1,69401,9511.03%+1,951
Raytheon Technologies Corp(RTX)6,8926,895+36928350.44%+143
Meta Platforms Inc(META)1,4751,545+707448840.47%+141
Invesco QQQ Trust Series 11,8642,114+2508931,0320.55%+139
iShares Core S&P Small-Cap ETF3,1274,007+8803344690.25%+135
TJX Cos Inc/The(TJX)17,47617,478+21,9242,0541.09%+130
Home Depot Inc/The(HD)03,173+3,17301,2860.68%+1,286
Abbott Laboratories011,796+11,79601,3450.71%+1,345
Paychex Inc(PAYX)08,029+8,02901,0770.57%+1,077
Wingstop Inc(WING)0300+30001250.07%+125
Parker-Hannifin Corp(PH)01,005+1,00506350.34%+635
Strive 500 ETF
STRIVE 500 ETF
53,84054,410+5701,8832,0041.06%+122
Johnson & Johnson(JNJ)07,435+7,43501,2050.64%+1,205
Procter & Gamble Co/The(PG)14,09114,096+52,3242,4411.29%+118
Travelers Cos Inc/The(TRV)0465+46501090.06%+109
Carrier Global Corp(CARR)6,0316,033+23804860.26%+105
Advanced Micro Devices(AMD)0624+62401020.05%+102
Palo Alto Networks Inc(PANW)0298+29801020.05%+102
Tesla Inc(TSLA)1,2131,295+822403390.18%+99
iShares U.S. Small-Cap Equity Factor ETF
US SML CAP EQT
01,465+1,4650970.05%+97
Amazon.com Inc(AMZN)3,4624,087+6256697620.40%+92
iShares 5-10 Year Investment G01,710+1,7100920.05%+92
Barrick Gold Corp028,543+28,54305680.30%+568
Norfolk Southern Corp(NSC)02,700+2,70006710.36%+671
Dimensional US Large Cap Value ETF
US LARG VALU ETF
02,853+2,8530880.05%+88
Schwab US Broad Market ETF23,16523,175+101,4561,5420.82%+85
Schwab U.S. Mid-Cap ETF015,604+15,60401,2970.69%+1,297
Zoetis Inc(ZTS)3,9983,974-246937760.41%+83
Invesco BuyBack Achievers ETF
BUYBACK ACHIEV
07,551+7,55108650.46%+865
Schwab US Small-Cap ETF17,82417,984+1608469260.49%+80
iShares Morningstar Mid-Cap ET011,724+11,72408910.47%+891
Vanguard Real Estate ETF05,767+5,76705620.30%+562
Shift4 Payments Inc(FOUR)5,1005,10003744520.24%+78
3M Co(MMM)02,212+2,21203020.16%+302
iShares Core S&P 500 ETF10,54910,139-4105,7735,8483.10%+76
Amgen Inc(AMGN)6,4106,441+312,0032,0751.10%+73
NIKE Inc(NKE)06,315+6,31505580.30%+558
Public Storage(PSA)795825+302293000.16%+72
ProShares S&P MidCap 400 Dividend Aristocrats
S&P MDCP 400 DIV
4,9875,345+3583674370.23%+70
Freeport-McMoRan Inc(FCX)04,413+4,41302200.12%+220
Coca-Cola Co/The(KO)8,3608,368+85326010.32%+69
Caterpillar Inc(CAT)1,1861,18603954640.25%+69
Stryker Corp(SYK)3,1553,15501,0741,1400.60%+66
Weyerhaeuser Co(WY)07,029+7,02902380.13%+238
Visa Inc(V)04,705+4,70501,2940.69%+1,294
Automatic Data Processing Inc02,328+2,32806440.34%+644
Cisco Systems Inc/Delaware(CSCO)010,522+10,52205600.30%+560
Vanguard Mid-Cap Value ETF03,481+3,48105840.31%+584
Mondelez International Inc(MDLZ)07,274+7,27405360.28%+536
WisdomTree US SmallCap Fund(WT)010,450+10,45005510.29%+551
Broadcom Ltd(AVGO)1271,520+1,3932042620.14%+58
iShares Russell 2000 ETF01,715+1,71503790.20%+379
PepsiCo Inc(PEP)09,880+9,88001,6800.89%+1,680
Kellanova Co01,987+1,98701600.09%+160
Vanguard Large-Cap ETF7,2407,065-1751,8071,8600.99%+53
Cintas Corp(CTAS)01,648+1,64803390.18%+339
Cummins Inc(CMI)01,050+1,05003400.18%+340
Exxon Mobil Corp07,033+7,03308240.44%+824
Invesco S&P Smallcap 600 Reven
S&P SMALLCAP 600
08,455+8,45503860.20%+386
Fastenal Co(FAST)05,266+5,26603760.20%+376
Sprott Physical Gold Trust(PHYS)19,23219,23203473920.21%+45
Northrop Grumman Corp(NOC)0455+45502400.13%+240
Bristol-Myers Squibb Co(BMY)04,086+4,08602110.11%+211
DFA Tax-Managed US Small Cap
US SMALL CAP ETF
7,6317,701+704584990.26%+41
Air Products and Chemicals Inc932942+102412800.15%+40
Laboratory Crp Of Amer Hldgs(LH)2,0002,00004074470.24%+40
Unilever PLC(UL)03,883+3,88302520.13%+252
JPMorgan Chase & Co(JPM)4,1554,169+148408790.47%+39
Vanguard High Dividend Yield E04,023+4,02305160.27%+516
Vanguard Dividend Appreciation03,068+3,06806080.32%+608
J M Smucker Co/The(SJM)03,544+3,54404290.23%+429
Page 1 of 1