MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,942 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 23.6M | $1.8B | 5.2% | — | — | 21 qtrssince 2019-Q1 | Increased 71 | |
VANGUARD S&P 500 ETF | 3.7M | $1.8B | 5.0% | $386.54 | +21.64% | 21 qtrssince 2019-Q1 | Increased 70 |
ISHARES TR | 17.6M | $1.7B | 4.9% | $89.00 | +0.22% | 21 qtrssince 2019-Q1 | Increased 68 |
DIMENSIONAL US CORE EQUITY 2 | 45.1M | $1.4B | 4.1% | $26.24 | +19.45% | 12 qtrssince 2021-Q2 | Increased 65 |
ISHARES MSCI USA MOMENTUM FA | 7.3M | $1.4B | 3.9% | $136.93 | +34.61% | 21 qtrssince 2019-Q1 | Increased 64 |
DIMENSIONAL US MARKETWIDE VA | 25.8M | $1.1B | 3.0% | $33.69 | +17.85% | 8 qtrssince 2022-Q2 | Increased 68 |
VANGUARD FTSE DEVELOPED ETF | 17.5M | $878.4M | 2.5% | $41.77 | +12.99% | 21 qtrssince 2019-Q1 | Increased 63 |
DIMENSIONAL ETF TRUST | 26.3M | $831.7M | 2.4% | $26.64 | +16.35% | 7 qtrssince 2022-Q3 | Increased 71 |
MICROSOFT CORP | 1.9M | $818.3M | 2.3% | $280.17 | +48.23% | 21 qtrssince 2019-Q1 | Increased 59 |
VANGUARD TOTAL INTL BOND ETF | 16.6M | $817.8M | 2.3% | $43.92 | +1.85% | 21 qtrssince 2019-Q1 | Increased 63 |
ISHARES TR | 17M | $668.8M | 1.9% | $28.92 | +25.78% | 21 qtrssince 2019-Q1 | Increased 57 |
DIMENSIONAL ETF TRUST | 21.3M | $568.9M | 1.6% | $22.56 | +12.30% | 6 qtrssince 2022-Q4 | Increased 55 |
ISHARES NATIONAL MUNI BOND E | 5.2M | $563.3M | 1.6% | $97.28 | +2.57% | 21 qtrssince 2019-Q1 | Increased 57 |
ISHARES SHORT-TERM NATIONAL | 5.3M | $559.9M | 1.6% | $97.00 | +1.99% | 17 qtrssince 2020-Q1 | Increased 54 |
DIMENSIONAL INTERNATIONAL VA | 14.8M | $545.1M | 1.5% | $30.59 | +12.16% | 11 qtrssince 2021-Q3 | Increased 66 |
ELI LILLY & CO | 691,379 | $537.9M | 1.5% | $523.96 | +45.97% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SMALL-CAP VIPERS | 2M | $459.4M | 1.3% | $189.17 | +17.90% | 21 qtrssince 2019-Q1 | Increased 55 |
DIMENSIONAL ETF TRUST | 14.6M | $394.6M | 1.1% | $23.45 | +10.20% | 7 qtrssince 2022-Q3 | Increased 65 |
ISHARES MSCI USA QUALITY FAC | 2.3M | $385.8M | 1.1% | $97.69 | +65.23% | 21 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 419,259 | $379.1M | 1.1% | $42.18 | +114.09% | 21 qtrssince 2019-Q1 | Increased 62 |
MERCER GLOBAL ADVISORS INC /ADV manages $35.2B across 1942 positions as of Q1 2024. Top holdings: VANGUARD BD INDEX FDS (5.2%), VOO (5.0%), AGG (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 181 new positions, 246 exits, 894 increased. Top move: DUHP (INCREASED, conviction 71). Portfolio: $35.2B across 1942 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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