MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q1 2022
Top Holdings1,865 positions
| 9M | $700.7M | 4.1% | — | — | 13 qtrssince 2019-Q1 | Increased 66 | |
SCHWAB STRATEGIC TR | 10.8M | $580M | 3.4% | $15.75 | +7.53% | 13 qtrssince 2019-Q1 | Increased 93 |
ISHARES TR | 3.2M | $540.5M | 3.2% | $130.46 | +22.42% | 13 qtrssince 2019-Q1 | Increased 63 |
ISHARES TR | 3.8M | $514.8M | 3.0% | $96.28 | +32.70% | 13 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 4.7M | $506.5M | 3.0% | $95.42 | -3.51% | 13 qtrssince 2019-Q1 | Increased 61 |
APPLE INC | 2.9M | $499.7M | 2.9% | $125.44 | +36.14% | 13 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 4.5M | $466.2M | 2.7% | $73.55 | +26.55% | 13 qtrssince 2019-Q1 | Increased 57 |
VANGUARD SCOTTSDALE FDS | 4.8M | $372.4M | 2.2% | $67.42 | -1.11% | 13 qtrssince 2019-Q1 | Increased 55 |
SCHWAB STRATEGIC TR | 10M | $367.6M | 2.2% | $15.89 | +1.37% | 13 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 733,145 | $332.6M | 2.0% | $327.15 | +30.21% | 13 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 7M | $257.2M | 1.5% | $28.20 | +15.96% | 13 qtrssince 2019-Q1 | Increased 51 |
MICROSOFT CORP | 817,766 | $252.1M | 1.5% | $181.13 | +64.00% | 13 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 9.9M | $251.9M | 1.5% | $17.91 | +18.43% | 13 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 4.6M | $250.9M | 1.5% | $39.01 | +32.10% | 13 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 7M | $247.2M | 1.5% | $27.60 | +12.09% | 13 qtrssince 2019-Q1 | Increased 54 |
ISHARES TR | 3M | $230.4M | 1.4% | $66.36 | +8.52% | 13 qtrssince 2019-Q1 | Increased 65 |
SPDR SER TR | 4.8M | $227.6M | 1.3% | $44.42 | -1.74% | 13 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 2M | $218.6M | 1.3% | $98.51 | -1.81% | 13 qtrssince 2019-Q1 | Increased 58 |
SPDR S&P 500 ETF TR | 479,424 | $216.5M | 1.3% | $345.07 | +23.23% | 13 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD CHARLOTTE FDS | 4M | $209M | 1.2% | $46.76 | -4.49% | 13 qtrssince 2019-Q1 | Increased 56 |
MERCER GLOBAL ADVISORS INC /ADV manages $17B across 1865 positions as of Q1 2022. Top holdings: VANGUARD BD INDEX FDS (4.1%), SCHX (3.4%), MTUM (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 197 new positions, 121 exits, 1036 increased. Top move: SCHX (INCREASED, conviction 93). Portfolio: $17.0B across 1865 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
Verify source filings on SEC EDGAR