MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,928 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 13.4M | $1B | 4.6% | — | — | 17 qtrssince 2019-Q1 | Increased 68 | |
ISHARES MSCI USA MOMENTUM FA | 5.8M | $802.3M | 3.6% | $131.26 | +2.35% | 17 qtrssince 2019-Q1 | Increased 63 |
SCHWAB US LARGE-CAP ETF | 15.4M | $747M | 3.4% | $15.70 | -2.41% | 17 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.8M | $629.4M | 2.9% | $129.24 | +25.54% | 17 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 5.5M | $542.2M | 2.5% | $93.04 | -5.63% | 17 qtrssince 2019-Q1 | Increased 60 |
ISHARES MSCI USA QUALITY FAC | 3.9M | $488.9M | 2.2% | $97.69 | +21.35% | 17 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTL EQUITY ETF | 13.4M | $467.9M | 2.1% | $15.19 | +3.54% | 17 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 1.2M | $440.9M | 2.0% | $343.35 | +4.08% | 17 qtrssince 2019-Q1 | Increased 70 |
ISHARES MSCI USA VALUE FACTO | 4.7M | $433.4M | 2.0% | $74.48 | +14.32% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES SHORT-TERM NATIONAL | 4.1M | $419.8M | 1.9% | $96.85 | +0.27% | 13 qtrssince 2020-Q1 | Increased 56 |
ISHARES TR | 12.8M | $412.6M | 1.9% | $27.51 | +6.05% | 17 qtrssince 2019-Q1 | Increased 53 |
DIMENSIONAL US CORE EQUITY 2 | 15.3M | $390M | 1.8% | $24.21 | +0.47% | 8 qtrssince 2021-Q2 | Increased 67 |
ISHARES EDGE MSCI MIN VOL US | 5.4M | $389.5M | 1.8% | $67.32 | +1.99% | 17 qtrssince 2019-Q1 | Increased 60 |
VANGUARD TOTAL INTL BOND ETF | 7.4M | $361.1M | 1.6% | $44.59 | -4.62% | 17 qtrssince 2019-Q1 | Increased 59 |
SPDR BLOOMBERG 1-3 MONTH T-B | 3.6M | $331.2M | 1.5% | $77.55 | +1.46% | 17 qtrssince 2019-Q1 | Increased 60 |
DIMENSIONAL US MARKETWIDE VA | 9.8M | $329.1M | 1.5% | $30.37 | +3.95% | 4 qtrssince 2022-Q2 | Increased 60 |
VANGUARD S/T CORP BOND ETF | 3.9M | $294.6M | 1.3% | $67.42 | -1.34% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI USA SMALL-CAP M | 5.3M | $273.4M | 1.2% | $40.32 | +20.28% | 17 qtrssince 2019-Q1 | Increased 52 |
ISHARES MSCI INTERNATIONAL Q | 7.7M | $270.7M | 1.2% | $28.44 | +14.57% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 10.9M | $269.6M | 1.2% | $18.30 | +18.20% | 17 qtrssince 2019-Q1 | Decreased 0 |
MERCER GLOBAL ADVISORS INC /ADV manages $22B across 1928 positions as of Q1 2023. Top holdings: VANGUARD BD INDEX FDS (4.6%), MTUM (3.6%), SCHX (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 166 new positions, 168 exits, 821 increased. Top move: VOO (INCREASED, conviction 70). Portfolio: $22.0B across 1928 positions.
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Portfolio allocation by GICS sector
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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