MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q1 2019
Top Holdings1,132 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 840,519 | $225.9M | 4.9% | $255.40 | 0.00% | 1 qtr | New 85 |
EXXON MOBIL CORP | 2.1M | $156.8M | 3.4% | $58.62 | 0.00% | 1 qtr | New 84 |
APPLE INC | 812,477 | $141.9M | 3.0% | $45.22 | 0.00% | 1 qtr | New 84 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 893,843 | $126.8M | 2.7% | $36.03 | 0.00% | 1 qtr | New 78 |
ISHARES MSCI USA MOMENTUM FA | 805,651 | $86.4M | 1.9% | $103.72 | 0.00% | 1 qtr | New 68 |
ISHARES MSCI USA QUALITY FAC | 961,676 | $80.4M | 1.7% | $80.69 | 0.00% | 1 qtr | New 68 |
VANGUARD S/T CORP BOND ETF | 1M | $79M | 1.7% | $63.62 | 0.00% | 1 qtr | New 68 |
SS SPDR N ICE ST MUNI ETF | 1.6M | $76.4M | 1.6% | $42.98 | 0.00% | 1 qtr | New 68 |
ISHARES MSCI USA VALUE FACTO | 898,573 | $69.1M | 1.5% | $66.39 | 0.00% | 1 qtr | New 68 |
MICROSOFT CORP | 564,443 | $62.6M | 1.3% | $110.82 | 0.00% | 1 qtr | New 67 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 519,151 | $56.6M | 1.2% | $96.75 | 0.00% | 1 qtr | New 67 |
BERKSHIRE HATHAWAY INC-CL B | 227,240 | $46M | 1.0% | $200.89 | 0.00% | 1 qtr | New 57 |
ISHARES DJ SELECT DIVIDEND FD | 464,552 | $43.5M | 0.9% | $76.34 | 0.00% | 1 qtr | New 57 |
ISHARES MSCI USA SMALL-CAP M | 1.1M | $43M | 0.9% | $36.64 | 0.00% | 1 qtr | New 57 |
META PLATFORMS INC-CLASS A | 278,761 | $41.6M | 0.9% | $165.53 | 0.00% | 1 qtr | New 57 |
ISHARES TR | 373,163 | $40.3M | 0.9% | $87.90 | 0.00% | 1 qtr | New 57 |
VANGUARD GROWTH ETF | 258,728 | $40.1M | 0.9% | $24.89 | 0.00% | 1 qtr | New 57 |
ISHARES MSCI INTERNATIONAL Q | 1.4M | $40.1M | 0.9% | $24.61 | 0.00% | 1 qtr | New 57 |
AMAZON.COM INC | 23,894 | $39.2M | 0.8% | $89.04 | 0.00% | 1 qtr | New 57 |
ISHARES TR | 1.7M | $38.9M | 0.8% | $18.38 | 0.00% | 1 qtr | New 57 |
MERCER GLOBAL ADVISORS INC /ADV manages $4.7B across 1132 positions as of Q1 2019. Top holdings: IVV (4.9%), XOM (3.4%), AAPL (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 1132 new positions, 0 exits, 0 increased. Top move: IVV (NEW, conviction 85). Portfolio: $4.7B across 1132 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer