MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q3 2021
Top Holdings1,752 positions
| 5.8M | $479.3M | 3.3% | — | — | 11 qtrssince 2019-Q1 | Increased 79 | |
ISHARES MSCI USA QUALITY FAC | 3.5M | $463.3M | 3.2% | $93.05 | +33.57% | 11 qtrssince 2019-Q1 | Increased 63 |
ISHARES MSCI USA MOMENTUM FA | 2.6M | $448.3M | 3.1% | $121.03 | +37.06% | 11 qtrssince 2019-Q1 | Increased 61 |
VANGUARD S/T CORP BOND ETF | 4.9M | $400.2M | 2.8% | $67.43 | +3.33% | 11 qtrssince 2019-Q1 | Increased 54 |
ISHARES CORE U.S. AGGREGATE | 3.4M | $386.9M | 2.7% | $95.38 | +2.62% | 11 qtrssince 2019-Q1 | Increased 62 |
ISHARES MSCI USA VALUE FACTO | 3.7M | $376.3M | 2.6% | $69.30 | +27.56% | 11 qtrssince 2019-Q1 | Increased 59 |
APPLE INC | 2.5M | $356.7M | 2.5% | $119.18 | +15.80% | 11 qtrssince 2019-Q1 | Increased 55 |
ISHARES CORE S&P 500 ETF | 789,963 | $340.4M | 2.4% | $326.15 | +23.22% | 11 qtrssince 2019-Q1 | Increased 75 |
SCHWAB US LARGE-CAP ETF | 3.2M | $331.1M | 2.3% | $14.55 | +11.70% | 11 qtrssince 2019-Q1 | Increased 64 |
SCHWAB INTL EQUITY ETF | 6.5M | $253.3M | 1.8% | $15.45 | +7.39% | 11 qtrssince 2019-Q1 | Increased 55 |
ISHARES MSCI INTERNATIONAL Q | 6.1M | $231.7M | 1.6% | $27.38 | +21.46% | 11 qtrssince 2019-Q1 | Increased 55 |
SPDR NUVEEN BBG BARC ST MUNI | 4.7M | $230M | 1.6% | $44.40 | +2.11% | 11 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 4.1M | $220.2M | 1.5% | $37.32 | +35.12% | 11 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 8.4M | $217.2M | 1.5% | $17.34 | +20.99% | 11 qtrssince 2019-Q1 | Increased 53 |
SPDR S&P 500 ETF TRUST | 476,668 | $204.6M | 1.4% | $344.16 | +16.62% | 11 qtrssince 2019-Q1 | Increased 51 |
MICROSOFT CORP | 720,775 | $203.2M | 1.4% | $164.21 | +64.77% | 11 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 5.3M | $201.4M | 1.4% | $26.13 | +21.49% | 11 qtrssince 2019-Q1 | Increased 54 |
DIMENSIONAL ETF TRUST | 3.8M | $179M | 1.3% | $44.25 | +0.36% | 2 qtrssince 2021-Q2 | Decreased 0 |
ISHARES NATIONAL MUNI BOND E | 1.4M | $166.8M | 1.2% | $98.36 | +3.29% | 11 qtrssince 2019-Q1 | Increased 54 |
ISHARES INC | 3.2M | $163.9M | 1.1% | $35.99 | +18.94% | 11 qtrssince 2019-Q1 | Increased 55 |
MERCER GLOBAL ADVISORS INC /ADV manages $14.3B across 1752 positions as of Q3 2021. Top holdings: VANGUARD SHORT-TERM BOND ETF (3.3%), QUAL (3.2%), MTUM (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 187 new positions, 104 exits, 971 increased. Top move: IVV (INCREASED, conviction 75). Portfolio: $14.3B across 1752 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR