MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q2 2020
Top Holdings1,010 positions
ISHARES TR | 1.9M | $251.8M | 4.6% | $109.68 | +12.06% | 6 qtrssince 2019-Q1 | Increased 69 |
ISHARES TR | 2.5M | $235.7M | 4.3% | $83.78 | +6.06% | 6 qtrssince 2019-Q1 | Increased 78 |
VANGUARD SCOTTSDALE FDS | 2.7M | $219.9M | 4.0% | $65.82 | +3.81% | 6 qtrssince 2019-Q1 | Increased 75 |
ISHARES TR | 2.7M | $198.5M | 3.6% | $65.33 | -5.66% | 6 qtrssince 2019-Q1 | Increased 81 |
APPLE INC | 471,413 | $172M | 3.1% | $50.36 | +75.20% | 6 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 3.4M | $168.6M | 3.1% | $44.04 | +2.33% | 6 qtrssince 2019-Q1 | Increased 81 |
ISHARES TR | 1.2M | $140.1M | 2.5% | $91.16 | +7.96% | 6 qtrssince 2019-Q1 | Increased 58 |
| 1.7M | $137.2M | 2.5% | — | — | 6 qtrssince 2019-Q1 | Increased 71 | |
ISHARES TR | 385,705 | $119.4M | 2.2% | $253.31 | +11.90% | 6 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 6M | $116.9M | 2.1% | $16.54 | -5.80% | 6 qtrssince 2019-Q1 | Increased 77 |
ISHARES TR | 3.7M | $115M | 2.1% | $23.91 | +8.09% | 6 qtrssince 2019-Q1 | Increased 67 |
ISHARES TR | 3.8M | $110.6M | 2.0% | $24.66 | +2.76% | 6 qtrssince 2019-Q1 | Increased 69 |
ISHARES TR | 3.1M | $110.4M | 2.0% | $34.39 | -4.09% | 6 qtrssince 2019-Q1 | Increased 70 |
MICROSOFT CORP | 473,126 | $96.3M | 1.7% | $128.45 | +50.31% | 6 qtrssince 2019-Q1 | Increased 56 |
ISHARES INC | 2.1M | $82.1M | 1.5% | $32.77 | -0.82% | 6 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 402,115 | $77.2M | 1.4% | $36.01 | +28.44% | 6 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 590,182 | $68.1M | 1.2% | $94.64 | +4.10% | 6 qtrssince 2019-Q1 | Increased 57 |
EOG RES INC | 1.3M | $64.6M | 1.2% | $32.62 | +16.95% | 6 qtrssince 2019-Q1 | Increased 46 |
VANGUARD INDEX FDS | 318,024 | $64.3M | 1.2% | $25.37 | +28.22% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SPECIALIZED FUNDS | 487,867 | $57.2M | 1.0% | $95.73 | +9.27% | 6 qtrssince 2019-Q1 | Decreased 0 |
MERCER GLOBAL ADVISORS INC /ADV manages $5.5B across 1010 positions as of Q2 2020. Top holdings: MTUM (4.6%), QUAL (4.3%), VCSH (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 136 new positions, 223 exits, 406 increased. Top move: VLUE (INCREASED, conviction 81). Portfolio: $5.5B across 1010 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
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
Verify source filings on SEC EDGAR