MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q3 2022
Top Holdings1,819 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 10.3M | $769.6M | 4.6% | — | — | 15 qtrssince 2019-Q1 | Increased 66 | |
SCHWAB US LARGE-CAP ETF | 16.2M | $686.1M | 4.1% | $15.70 | -12.73% | 15 qtrssince 2019-Q1 | Increased 72 |
ISHARES MSCI USA MOMENTUM FA | 5.1M | $675.4M | 4.0% | $130.62 | -2.14% | 15 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 3.3M | $457.2M | 2.7% | $127.17 | +6.59% | 15 qtrssince 2019-Q1 | Increased 56 |
ISHARES MSCI USA QUALITY FAC | 4.4M | $455.1M | 2.7% | $97.69 | +4.20% | 15 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 4.6M | $438.6M | 2.6% | $94.28 | -11.20% | 15 qtrssince 2019-Q1 | Increased 59 |
ISHARES MSCI USA VALUE FACTO | 5.1M | $421.1M | 2.5% | $74.48 | +1.83% | 15 qtrssince 2019-Q1 | Increased 57 |
SCHWAB INTL EQUITY ETF | 14.4M | $404M | 2.4% | $15.19 | -17.13% | 15 qtrssince 2019-Q1 | Increased 64 |
VANGUARD S/T CORP BOND ETF | 4.4M | $329M | 2.0% | $67.42 | -5.06% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 11.2M | $300.7M | 1.8% | $27.35 | -11.47% | 15 qtrssince 2019-Q1 | Increased 54 |
ISHARES CORE S&P 500 ETF | 744,199 | $266.9M | 1.6% | $331.85 | +4.81% | 15 qtrssince 2019-Q1 | Increased 49 |
ISHARES SHORT-TERM NATIONAL | 2.4M | $246M | 1.5% | $96.98 | -2.45% | 11 qtrssince 2020-Q1 | Increased 59 |
ISHARES EDGE MSCI MIN VOL US | 3.7M | $244.1M | 1.4% | $66.74 | -5.26% | 15 qtrssince 2019-Q1 | Increased 55 |
ISHARES MSCI INTERNATIONAL Q | 8.5M | $235.6M | 1.4% | $28.44 | -9.70% | 15 qtrssince 2019-Q1 | Increased 52 |
VANGUARD TOTAL INTL BOND ETF | 4.9M | $234M | 1.4% | $45.95 | -10.62% | 15 qtrssince 2019-Q1 | Increased 56 |
ISHARES TR | 11.7M | $232M | 1.4% | $18.30 | -5.96% | 15 qtrssince 2019-Q1 | Increased 52 |
ISHARES MSCI USA SMALL-CAP M | 4.9M | $220.9M | 1.3% | $39.67 | +8.76% | 15 qtrssince 2019-Q1 | Increased 50 |
MICROSOFT CORP | 887,586 | $206.7M | 1.2% | $186.90 | +23.75% | 15 qtrssince 2019-Q1 | Increased 49 |
ISHARES NATIONAL MUNI BOND E | 2M | $201.6M | 1.2% | $97.73 | -6.47% | 15 qtrssince 2019-Q1 | Increased 54 |
SS SPDR N ICE ST MUNI ETF | 4.1M | $190.7M | 1.1% | $44.42 | -4.01% | 15 qtrssince 2019-Q1 | Decreased 0 |
MERCER GLOBAL ADVISORS INC /ADV manages $16.8B across 1819 positions as of Q3 2022. Top holdings: VANGUARD BD INDEX FDS (4.6%), SCHX (4.1%), MTUM (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 133 new positions, 135 exits, 869 increased. Top move: SCHX (INCREASED, conviction 72). Portfolio: $16.8B across 1819 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