MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,928 positions
| 13.4M | $1B | 4.6% | — | — | 17 qtrssince 2019-Q1 | Increased 68 | |
iShares Edge MSCI USA Momentum Factor ETF | 5.8M | $802.3M | 3.6% | $130.67 | +3.22% | 17 qtrssince 2019-Q1 | Increased 63 |
Schwab US Large-Cap ETF | 15.4M | $747M | 3.4% | $15.06 | +2.72% | 17 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 3.8M | $629.4M | 2.9% | $128.79 | +25.98% | 17 qtrssince 2019-Q1 | Increased 57 |
iShares Core U.S. Aggregate Bond ETF | 5.5M | $542.2M | 2.5% | $93.04 | -5.63% | 17 qtrssince 2019-Q1 | Increased 60 |
iShares Edge MSCI USE Quality Factor ETF | 3.9M | $488.9M | 2.2% | $97.02 | +23.26% | 17 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 13.4M | $467.9M | 2.1% | $15.02 | +4.47% | 17 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P500 INDEX ETF | 1.2M | $440.9M | 2.0% | $341.28 | +5.27% | 17 qtrssince 2019-Q1 | Increased 70 |
iShares Edge MSCI USE Value Factor ETF | 4.7M | $433.4M | 2.0% | $74.10 | +14.88% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 4.1M | $419.8M | 1.9% | $96.85 | +0.27% | 13 qtrssince 2020-Q1 | Increased 56 |
iShares MSCI Intl Momentum Factor ETF | 12.8M | $412.6M | 1.9% | $27.11 | +6.74% | 17 qtrssince 2019-Q1 | Increased 53 |
DIMENSIONAL ETF TRUST | 15.3M | $390M | 1.8% | $24.23 | +1.17% | 8 qtrssince 2021-Q2 | Increased 67 |
ISHARES TR | 5.4M | $389.5M | 1.8% | $66.56 | +3.22% | 17 qtrssince 2019-Q1 | Increased 60 |
Vanguard Total International Bond ETF | 7.4M | $361.1M | 1.6% | $44.37 | -4.62% | 17 qtrssince 2019-Q1 | Increased 59 |
SPDR Bloomberg 1-3 Month T-Bill ETF | 3.6M | $331.2M | 1.5% | $77.09 | +1.46% | 17 qtrssince 2019-Q1 | Increased 60 |
DIMENSIONAL ETF TRUST | 9.8M | $329.1M | 1.5% | $30.12 | +4.88% | 4 qtrssince 2022-Q2 | Increased 60 |
VANGUARD SHORT-TERM CORP BOND ETF | 3.9M | $294.6M | 1.3% | $67.42 | -1.34% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 5.3M | $273.4M | 1.2% | $40.06 | +22.62% | 17 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 7.7M | $270.7M | 1.2% | $27.95 | +15.46% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 10.9M | $269.6M | 1.2% | $17.91 | +19.37% | 17 qtrssince 2019-Q1 | Decreased 0 |
MERCER GLOBAL ADVISORS INC /ADV manages $22B across 1928 positions as of Q1 2023. Top holdings: Vanguard Short-Term Bond ETF (4.6%), MTUM (3.6%), SCHX (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 172 new positions, 174 exits, 818 increased. Top move: VOO (INCREASED, conviction 70). Portfolio: $22.0B across 1928 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