MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q2 2022
Top Holdings1,821 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 9.1M | $697.6M | 4.3% | — | — | 14 qtrssince 2019-Q1 | Increased 58 | |
ISHARES MSCI USA MOMENTUM FA | 4.8M | $655M | 4.0% | $130.82 | -0.12% | 14 qtrssince 2019-Q1 | Increased 80 |
SCHWAB US LARGE-CAP ETF | 12.9M | $573.9M | 3.5% | $16.22 | -11.83% | 14 qtrssince 2019-Q1 | Increased 68 |
ISHARES MSCI USA QUALITY FAC | 4M | $450.8M | 2.8% | $97.34 | +10.64% | 14 qtrssince 2019-Q1 | Increased 57 |
ISHARES MSCI USA VALUE FACTO | 4.8M | $435.1M | 2.7% | $74.38 | +11.37% | 14 qtrssince 2019-Q1 | Increased 58 |
APPLE INC | 3.2M | $434.7M | 2.7% | $126.83 | +5.58% | 14 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 4.1M | $417.9M | 2.6% | $95.42 | -7.93% | 14 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTL EQUITY ETF | 11.7M | $369.4M | 2.3% | $15.77 | -10.73% | 14 qtrssince 2019-Q1 | Increased 62 |
VANGUARD S/T CORP BOND ETF | 4.7M | $355.6M | 2.2% | $67.42 | -3.02% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 10.2M | $304M | 1.9% | $27.67 | -2.56% | 14 qtrssince 2019-Q1 | Increased 66 |
ISHARES CORE S&P 500 ETF | 734,977 | $278.7M | 1.7% | $331.65 | +9.48% | 14 qtrssince 2019-Q1 | Increased 49 |
ISHARES MSCI INTERNATIONAL Q | 7.8M | $242.3M | 1.5% | $28.67 | -0.44% | 14 qtrssince 2019-Q1 | Increased 54 |
ISHARES TR | 10.9M | $241.7M | 1.5% | $18.39 | +5.57% | 14 qtrssince 2019-Q1 | Increased 53 |
ISHARES EDGE MSCI MIN VOL US | 3.2M | $227.4M | 1.4% | $67.23 | -1.48% | 14 qtrssince 2019-Q1 | Increased 53 |
ISHARES MSCI USA SMALL-CAP M | 4.8M | $225.3M | 1.4% | $39.57 | +14.05% | 14 qtrssince 2019-Q1 | Increased 51 |
MICROSOFT CORP | 868,007 | $222.9M | 1.4% | $185.90 | +36.05% | 14 qtrssince 2019-Q1 | Increased 51 |
VANGUARD TOTAL INTL BOND ETF | 4.2M | $206.9M | 1.3% | $46.80 | -9.17% | 14 qtrssince 2019-Q1 | Increased 51 |
ISHARES SHORT-TERM NATIONAL | 2M | $204.2M | 1.2% | $97.52 | -1.31% | 10 qtrssince 2020-Q1 | Increased 60 |
SS SPDR N ICE ST MUNI ETF | 4.3M | $201.3M | 1.2% | $44.42 | -1.75% | 14 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 499,375 | $188.4M | 1.2% | $347.28 | +4.37% | 14 qtrssince 2019-Q1 | Increased 50 |
MERCER GLOBAL ADVISORS INC /ADV manages $16.3B across 1821 positions as of Q2 2022. Top holdings: VANGUARD BD INDEX FDS (4.3%), MTUM (4.0%), SCHX (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 97 new positions, 141 exits, 887 increased. Top move: MTUM (INCREASED, conviction 80). Portfolio: $16.3B across 1821 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