MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q1 2022
Top Holdings1,865 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 9M | $700.7M | 4.1% | — | — | 13 qtrssince 2019-Q1 | Increased 66 | |
SCHWAB US LARGE-CAP ETF | 10.8M | $580M | 3.4% | $16.59 | +4.22% | 13 qtrssince 2019-Q1 | Increased 93 |
ISHARES MSCI USA MOMENTUM FA | 3.2M | $540.5M | 3.2% | $130.90 | +24.28% | 13 qtrssince 2019-Q1 | Increased 63 |
ISHARES MSCI USA QUALITY FAC | 3.8M | $514.8M | 3.0% | $96.76 | +34.61% | 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% | $126.05 | +35.49% | 13 qtrssince 2019-Q1 | Increased 58 |
ISHARES MSCI USA VALUE FACTO | 4.5M | $466.2M | 2.7% | $73.72 | +30.47% | 13 qtrssince 2019-Q1 | Increased 57 |
VANGUARD S/T CORP BOND ETF | 4.8M | $372.4M | 2.2% | $67.42 | -1.11% | 13 qtrssince 2019-Q1 | Increased 55 |
SCHWAB INTL EQUITY ETF | 10M | $367.6M | 2.2% | $16.07 | +2.45% | 13 qtrssince 2019-Q1 | Increased 60 |
ISHARES CORE S&P 500 ETF | 733,145 | $332.6M | 2.0% | $331.57 | +31.56% | 13 qtrssince 2019-Q1 | Increased 49 |
ISHARES MSCI INTERNATIONAL Q | 7M | $257.2M | 1.5% | $28.68 | +17.29% | 13 qtrssince 2019-Q1 | Increased 51 |
MICROSOFT CORP | 817,766 | $252.1M | 1.5% | $181.79 | +67.40% | 13 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 9.9M | $251.9M | 1.5% | $18.28 | +19.85% | 13 qtrssince 2019-Q1 | Increased 52 |
ISHARES MSCI USA SMALL-CAP M | 4.6M | $250.9M | 1.5% | $39.32 | +34.05% | 13 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 7M | $247.2M | 1.5% | $27.99 | +13.68% | 13 qtrssince 2019-Q1 | Increased 54 |
ISHARES EDGE MSCI MIN VOL US | 3M | $230.4M | 1.4% | $67.32 | +8.97% | 13 qtrssince 2019-Q1 | Increased 65 |
SS SPDR N ICE ST MUNI ETF | 4.8M | $227.6M | 1.3% | $44.42 | -1.74% | 13 qtrssince 2019-Q1 | Increased 48 |
ISHARES NATIONAL MUNI BOND E | 2M | $218.6M | 1.3% | $98.51 | -1.81% | 13 qtrssince 2019-Q1 | Increased 58 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 479,424 | $216.5M | 1.3% | $346.65 | +25.55% | 13 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL INTL BOND ETF | 4M | $209M | 1.2% | $47.00 | -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 Rating: 2.5/5.0.
Active quarter - 196 new positions, 120 exits, 1036 increased. Top move: SCHX (INCREASED, conviction 93). Portfolio: $17.0B across 1865 positions.
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Position Outcomes
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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