MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q2 2024
Top Holdings1,968 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 25.4M | $1.9B | 5.3% | — | — | 22 qtrssince 2019-Q1 | Increased 67 | |
VANGUARD S&P 500 ETF | 4M | $1.9B | 5.2% | $394.30 | +24.51% | 22 qtrssince 2019-Q1 | Increased 67 |
ISHARES TR | 19.3M | $1.9B | 5.1% | $89.02 | +0.23% | 22 qtrssince 2019-Q1 | Increased 68 |
DIMENSIONAL US CORE EQUITY 2 | 47.7M | $1.5B | 4.0% | $26.54 | +19.50% | 13 qtrssince 2021-Q2 | Increased 62 |
ISHARES MSCI USA MOMENTUM FA | 7.6M | $1.5B | 4.0% | $138.48 | +38.57% | 22 qtrssince 2019-Q1 | Increased 60 |
DIMENSIONAL US MARKETWIDE VA | 29M | $1.1B | 3.0% | $34.20 | +11.99% | 9 qtrssince 2022-Q2 | Increased 66 |
VANGUARD FTSE DEVELOPED ETF | 19.4M | $948.3M | 2.6% | $42.27 | +11.03% | 22 qtrssince 2019-Q1 | Increased 60 |
DIMENSIONAL ETF TRUST | 30.6M | $919.7M | 2.5% | $27.32 | +15.17% | 8 qtrssince 2022-Q3 | Increased 63 |
MICROSOFT CORP | 2.1M | $904.4M | 2.5% | $292.57 | +51.07% | 22 qtrssince 2019-Q1 | Increased 59 |
VANGUARD TOTAL INTL BOND ETF | 18.3M | $884.8M | 2.4% | $43.98 | +1.22% | 22 qtrssince 2019-Q1 | Increased 60 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.5M | $807.6M | 2.2% | $485.70 | +10.04% | 22 qtrssince 2019-Q1 | Increased 88 |
ISHARES TR | 18.2M | $701.2M | 1.9% | $29.39 | +23.67% | 22 qtrssince 2019-Q1 | Increased 53 |
ISHARES NATIONAL MUNI BOND E | 6.1M | $647.3M | 1.8% | $97.60 | +2.00% | 22 qtrssince 2019-Q1 | Increased 58 |
ISHARES SHORT-TERM NATIONAL | 6M | $631.6M | 1.7% | $97.27 | +2.07% | 18 qtrssince 2020-Q1 | Increased 56 |
ELI LILLY & CO | 694,060 | $628.4M | 1.7% | $525.38 | +69.71% | 22 qtrssince 2019-Q1 | Increased 50 |
DIMENSIONAL ETF TRUST | 23.3M | $608.2M | 1.7% | $22.79 | +10.77% | 7 qtrssince 2022-Q4 | Increased 55 |
DIMENSIONAL INTERNATIONAL VA | 16.7M | $553.3M | 1.5% | $31.00 | +10.39% | 12 qtrssince 2021-Q3 | Increased 56 |
NVIDIA CORP | 4.4M | $546.3M | 1.5% | $115.81 | +6.63% | 22 qtrssince 2019-Q1 | Increased 80 |
VANGUARD SMALL-CAP VIPERS | 2.2M | $473.3M | 1.3% | $191.14 | +11.73% | 22 qtrssince 2019-Q1 | Increased 54 |
DIMENSIONAL ETF TRUST | 17.4M | $454.3M | 1.2% | $23.77 | +7.35% | 8 qtrssince 2022-Q3 | Increased 58 |
MERCER GLOBAL ADVISORS INC /ADV manages $36.7B across 1968 positions as of Q2 2024. Top holdings: VANGUARD BD INDEX FDS (5.3%), VOO (5.2%), AGG (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 131 new positions, 105 exits, 966 increased. Top move: SPY (INCREASED, conviction 88). Portfolio: $36.7B across 1968 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