MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q1 2019
Top Holdings1,068 positions
ISHARES TR | 438,997 | $124.9M | 4.5% | $253.31 | 0.00% | 1 qtr | First report 0 |
EXXON MOBIL CORP | 1.1M | $85.5M | 3.1% | $58.62 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 427,035 | $81.1M | 2.9% | $45.22 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 476,421 | $72.1M | 2.6% | $36.00 | 0.00% | 1 qtr | First report 0 |
VANGUARD SPECIALIZED FUNDS | 489,768 | $53.7M | 1.9% | $95.59 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 468,864 | $52.6M | 1.9% | $103.30 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 557,275 | $49.3M | 1.8% | $80.20 | 0.00% | 1 qtr | First report 0 |
VANGUARD SCOTTSDALE FDS | 546,044 | $43.6M | 1.6% | $63.62 | 0.00% | 1 qtr | First report 0 |
SPDR SER TR | 890,201 | $43.2M | 1.6% | $42.98 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 535,817 | $42.8M | 1.5% | $65.56 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 242,116 | $37.9M | 1.4% | $24.87 | 0.00% | 1 qtr | First report 0 |
MICROSOFT CORP | 320,283 | $37.8M | 1.4% | $110.12 | 0.00% | 1 qtr | First report 0 |
| 457,345 | $36.4M | 1.3% | — | — | 1 qtr | First report 0 | |
SCHWAB STRATEGIC TR | 490,305 | $27.2M | 1.0% | $16.56 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 657,513 | $26.4M | 0.9% | $36.37 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 864,030 | $25.2M | 0.9% | $24.24 | 0.00% | 1 qtr | First report 0 |
BERKSHIRE HATHAWAY INC-CL B | 121,221 | $24.4M | 0.9% | $200.89 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 1M | $24.3M | 0.9% | $18.08 | 0.00% | 1 qtr | First report 0 |
FACEBOOK INC-CLASS A | 141,406 | $23.6M | 0.8% | $165.11 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 215,658 | $23.5M | 0.8% | $87.90 | 0.00% | 1 qtr | First report 0 |
MERCER GLOBAL ADVISORS INC /ADV manages $2.8B across 1068 positions as of Q1 2019. Top holdings: IVV (4.5%), XOM (3.1%), AAPL (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
First quarter we have for this fund: 1068 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $2.8B across 1068 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR