MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q2 2023
Top Holdings1,916 positions
| 16.6M | $1.3B | 5.0% | — | — | 18 qtrssince 2019-Q1 | Increased 71 | |
iShares Core U.S. Aggregate Bond ETF | 10.6M | $1B | 4.1% | $90.08 | -3.45% | 18 qtrssince 2019-Q1 | Increased 93 |
iShares Edge MSCI USA Momentum Factor ETF | 6.2M | $898.4M | 3.6% | $131.39 | +6.92% | 18 qtrssince 2019-Q1 | Increased 63 |
VANGUARD S&P500 INDEX ETF | 2.2M | $894.1M | 3.5% | $364.25 | +7.23% | 18 qtrssince 2019-Q1 | Increased 91 |
DIMENSIONAL ETF TRUST | 28.7M | $779.3M | 3.1% | $25.15 | +4.20% | 9 qtrssince 2021-Q2 | Increased 91 |
Apple Inc | 4M | $768.3M | 3.0% | $131.06 | +45.83% | 18 qtrssince 2019-Q1 | Increased 60 |
DIMENSIONAL ETF TRUST | 15.3M | $526.7M | 2.1% | $31.05 | +5.39% | 5 qtrssince 2022-Q2 | Increased 76 |
Vanguard Total International Bond ETF | 10.4M | $509.3M | 2.0% | $43.81 | -3.07% | 18 qtrssince 2019-Q1 | Increased 72 |
ISHARES TR | 4.6M | $478.2M | 1.9% | $96.86 | +0.05% | 14 qtrssince 2020-Q1 | Increased 56 |
VANGUARD FTSE DEV MKT ETF | 10M | $462.9M | 1.8% | $39.95 | +5.02% | 18 qtrssince 2019-Q1 | Increased 79 |
ISHARES TR | 6.2M | $458.7M | 1.8% | $67.07 | +5.07% | 18 qtrssince 2019-Q1 | Increased 57 |
iShares MSCI Intl Momentum Factor ETF | 13.3M | $441.4M | 1.8% | $27.23 | +10.62% | 18 qtrssince 2019-Q1 | Increased 51 |
iShares Edge MSCI USE Quality Factor ETF | 2.9M | $386.5M | 1.5% | $97.02 | +34.38% | 18 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 14.2M | $376.5M | 1.5% | $24.59 | +3.82% | 4 qtrssince 2022-Q3 | Increased 79 |
ISHARES TR | 3.3M | $355.1M | 1.4% | $97.18 | -0.28% | 18 qtrssince 2019-Q1 | Increased 62 |
Microsoft Corp | 1M | $341.8M | 1.4% | $199.83 | +66.16% | 18 qtrssince 2019-Q1 | Increased 53 |
iShares Edge MSCI USE Value Factor ETF | 3.4M | $323.4M | 1.3% | $74.10 | +17.10% | 18 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 13M | $314.7M | 1.2% | $21.63 | +2.73% | 3 qtrssince 2022-Q4 | Increased 79 |
Schwab US Large-Cap ETF | 5.8M | $301.3M | 1.2% | $15.06 | +11.63% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SHORT-TERM 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 Short-Term Bond ETF (5.0%), AGG (4.1%), MTUM (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 186 new positions, 198 exits, 835 increased. Top move: AGG (INCREASED, conviction 93). Portfolio: $25.2B across 1916 positions.
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Portfolio allocation by GICS sector
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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