MASECO LLP

Est. AUM

$3.19B

13F long equity, this entity only

Positions

390

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$530.9M	7486563	16.65%	SOLE
2	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$386.5M	6491988	12.12%	SOLE
3	AMERICAN CENTY ETF TR	US EQT ETF	$259.9M	2338277	8.15%	SOLE
4	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$207.9M	3850637	6.52%	SOLE
5	AMERICAN CENTY ETF TR	INTL EQT ETF	$166.2M	1957771	5.21%	SOLE
6	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$112.6M	3168524	3.53%	SOLE
7	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$97.9M	2021042	3.07%	SOLE
8	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$96.0M	1856701	3.01%	SOLE
9	AMERICAN CENTY ETF TR	AVANTIS RESPON U	$95.6M	1292915	3.00%	SOLE
10	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$93.5M	1160605	2.93%	SOLE
11	AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$91.6M	1955930	2.87%	SOLE
12	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$88.3M	2267385	2.77%	SOLE
13	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$83.3M	2024355	2.61%	SOLE
14	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$82.9M	1838563	2.60%	SOLE
15	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$82.1M	2112163	2.57%	SOLE
16	ISHARES TR	0-5 YR TIPS ETF	$80.1M	774850	2.51%	SOLE
17	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$77.5M	2245751	2.43%	SOLE
18	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$53.7M	1017209	1.68%	SOLE
19	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$51.7M	701841	1.62%	SOLE
20	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$47.4M	1399794	1.49%	SOLE
21	DIMENSIONAL ETF TRUST	INTERNATIONAL	$41.8M	987534	1.31%	SOLE
22	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$41.3M	1556109	1.30%	SOLE
23	ISHARES TR	TRUST ISHARE 0-1	$36.7M	332850	1.15%	SOLE
24	DIMENSIONAL ETF TRUST	SHORT DURATION F	$35.4M	738839	1.11%	SOLE
25	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$29.0M	435371	0.91%	SOLE
26	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$26.0M	444321	0.82%	SOLE
27	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$24.9M	588403	0.78%	SOLE
28	VANGUARD INDEX FDS	S&P 500 ETF SHS	$21.3M	35683	0.67%	SOLE
29	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$20.5M	287640	0.64%	SOLE
30	ISHARES TR	CORE S&P500 ETF	$10.6M	16273	0.33%	SOLE
31	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$10.4M	141602	0.33%	SOLE
32	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.1M	10924	0.22%	SOLE
33	VANGUARD INDEX FDS	TOTAL STK MKT	$5.5M	17187	0.17%	SOLE
34	MANAGER DIRECTED PORTFOLIOS	VERT GLB SUST RE	$5.2M	501057	0.16%	SOLE
35	ALPHABET INC	CAP STK CL C	$4.5M	15711	0.14%	SOLE
36	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.2M	28634	0.13%	SOLE
37	JPMORGAN CHASE & CO	COM	$4.0M	13534	0.12%	SOLE
38	ISHARES INC	JP MORGAN EM ETF	$4.0M	96818	0.12%	SOLE
39	ISHARES TR	0-3 MNTH TREASRY	$3.9M	38611	0.12%	SOLE
40	ISHARES TR	ISHS 1-5YR INVS	$3.0M	56655	0.09%	SOLE
41	ISHARES TR	BROAD USD HIGH	$2.6M	71666	0.08%	SOLE
42	ISHARES TR	CORE MSCI EAFE	$2.5M	27608	0.08%	SOLE
43	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$2.2M	80446	0.07%	SOLE
44	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.2M	41090	0.07%	SOLE
45	VANECK ETF TRUST	GOLD MINERS ETF	$2.2M	24069	0.07%	SOLE
46	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.2M	23159	0.07%	SOLE
47	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.1M	32940	0.07%	SOLE
48	APPLE INC	COM	$1.9M	7304	0.06%	SOLE
49	SPDR SERIES TRUST	STATE STREET SPD	$1.8M	34150	0.06%	SOLE
50	VANGUARD INDEX FDS	LARGE CAP ETF	$1.8M	5869	0.05%	SOLE

1–50 of 390

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.