MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q2 2023
Top Holdings1,916 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 16.6M | $1.3B | 5.0% | — | — | 18 qtrssince 2019-Q1 | Increased 71 | |
ISHARES TR | 10.6M | $1B | 4.1% | $90.08 | -3.45% | 18 qtrssince 2019-Q1 | Increased 93 |
ISHARES MSCI USA MOMENTUM FA | 6.2M | $898.4M | 3.6% | $131.85 | +5.64% | 18 qtrssince 2019-Q1 | Increased 63 |
VANGUARD S&P 500 ETF | 2.2M | $894.1M | 3.5% | $364.79 | +6.74% | 18 qtrssince 2019-Q1 | Increased 91 |
DIMENSIONAL US CORE EQUITY 2 | 28.7M | $779.3M | 3.1% | $25.11 | +4.11% | 9 qtrssince 2021-Q2 | Increased 91 |
APPLE INC | 4M | $768.3M | 3.0% | $131.50 | +45.34% | 18 qtrssince 2019-Q1 | Increased 60 |
DIMENSIONAL US MARKETWIDE VA | 15.3M | $526.7M | 2.1% | $31.25 | +5.07% | 5 qtrssince 2022-Q2 | Increased 76 |
VANGUARD TOTAL INTL BOND ETF | 10.4M | $509.3M | 2.0% | $44.04 | -3.07% | 18 qtrssince 2019-Q1 | Increased 72 |
ISHARES SHORT-TERM NATIONAL | 4.6M | $478.2M | 1.9% | $96.86 | +0.05% | 14 qtrssince 2020-Q1 | Increased 56 |
VANGUARD FTSE DEVELOPED ETF | 10M | $462.9M | 1.8% | $40.05 | +4.50% | 18 qtrssince 2019-Q1 | Increased 79 |
ISHARES EDGE MSCI MIN VOL US | 6.2M | $458.7M | 1.8% | $67.74 | +4.06% | 18 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 13.3M | $441.4M | 1.8% | $27.61 | +8.74% | 18 qtrssince 2019-Q1 | Increased 51 |
ISHARES MSCI USA QUALITY FAC | 2.9M | $386.5M | 1.5% | $97.69 | +32.81% | 18 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 14.2M | $376.5M | 1.5% | $24.54 | +3.66% | 4 qtrssince 2022-Q3 | Increased 79 |
ISHARES NATIONAL MUNI BOND E | 3.3M | $355.1M | 1.4% | $97.18 | -0.28% | 18 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 1M | $341.8M | 1.4% | $200.57 | +63.91% | 18 qtrssince 2019-Q1 | Increased 53 |
ISHARES MSCI USA VALUE FACTO | 3.4M | $323.4M | 1.3% | $74.48 | +17.23% | 18 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 13M | $314.7M | 1.2% | $21.87 | +2.29% | 3 qtrssince 2022-Q4 | Increased 79 |
SCHWAB US LARGE-CAP ETF | 5.8M | $301.3M | 1.2% | $15.70 | +6.44% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S/T CORP BOND ETF | 3.6M | $273.5M | 1.1% | $67.42 | -1.34% | 18 qtrssince 2019-Q1 | Decreased 0 |
MERCER GLOBAL ADVISORS INC /ADV manages $25.2B across 1916 positions as of Q2 2023. Top holdings: VANGUARD BD INDEX FDS (5.0%), AGG (4.1%), MTUM (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 185 new positions, 197 exits, 835 increased. Top move: AGG (INCREASED, conviction 93). Portfolio: $25.2B across 1916 positions.
Top holdings by portfolio weight
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