MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q3 2020
Top Holdings1,236 positions
ISHARES TR | 2M | $291.2M | 4.4% | $111.53 | +24.20% | 7 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 2.6M | $268.6M | 4.0% | $84.70 | +13.95% | 7 qtrssince 2019-Q1 | Increased 60 |
VANGUARD SCOTTSDALE FDS | 2.9M | $238.2M | 3.6% | $65.62 | +4.13% | 7 qtrssince 2019-Q1 | Increased 61 |
ISHARES TR | 3M | $220.9M | 3.3% | $65.36 | -3.12% | 7 qtrssince 2019-Q1 | Increased 61 |
APPLE INC | 1.7M | $202.9M | 3.1% | $50.36 | +122.88% | 7 qtrssince 2019-Q1 | Increased 91 |
| 2.3M | $190.6M | 2.9% | — | — | 7 qtrssince 2019-Q1 | Increased 69 | |
SPDR SERIES TRUST | 3.6M | $181.9M | 2.7% | $43.98 | +2.52% | 7 qtrssince 2019-Q1 | Increased 56 |
ISHARES TR | 1.5M | $179.3M | 2.7% | $92.45 | +6.14% | 7 qtrssince 2019-Q1 | Increased 65 |
ISHARES TR | 402,223 | $135.2M | 2.0% | $255.59 | +20.89% | 7 qtrssince 2019-Q1 | Increased 54 |
ISHARES TR | 3.9M | $131M | 2.0% | $24.28 | +15.35% | 7 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 6.5M | $127.2M | 1.9% | $16.45 | -5.12% | 7 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 4M | $126.6M | 1.9% | $24.96 | +8.14% | 7 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 3.3M | $122.3M | 1.8% | $34.43 | +0.33% | 7 qtrssince 2019-Q1 | Increased 50 |
MICROSOFT CORP | 481,965 | $101.4M | 1.5% | $130.01 | +53.86% | 7 qtrssince 2019-Q1 | Increased 48 |
ISHARES INC | 2.2M | $97.1M | 1.5% | $32.69 | +9.55% | 7 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 767,831 | $89M | 1.3% | $95.55 | +3.54% | 7 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 393,613 | $85.4M | 1.3% | $36.01 | +45.42% | 7 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 24,618 | $77.4M | 1.2% | $108.74 | +44.78% | 7 qtrssince 2019-Q1 | Increased 55 |
VANGUARD INDEX FDS | 298,806 | $68M | 1.0% | $25.38 | +44.61% | 7 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SPECIALIZED FUNDS | 523,116 | $67.3M | 1.0% | $97.32 | +18.53% | 7 qtrssince 2019-Q1 | Increased 50 |
MERCER GLOBAL ADVISORS INC /ADV manages $6.6B across 1236 positions as of Q3 2020. Top holdings: MTUM (4.4%), QUAL (4.0%), VCSH (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 280 new positions, 54 exits, 580 increased. Top move: AAPL (INCREASED, conviction 91). Portfolio: $6.6B across 1236 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
Verify source filings on SEC EDGAR