MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q3 2022
Top Holdings1,819 positions
| 10.3M | $769.6M | 4.6% | — | — | 15 qtrssince 2019-Q1 | Increased 66 | |
SCHWAB U.S. LARGE-CAP ETF | 16.2M | $686.1M | 4.1% | $15.06 | -10.81% | 15 qtrssince 2019-Q1 | Increased 72 |
ISHARES MSCI USA MOMENTUM FACTOR ETF | 5.1M | $675.4M | 4.0% | $129.93 | -3.19% | 15 qtrssince 2019-Q1 | Increased 62 |
Apple Inc. | 3.3M | $457.2M | 2.7% | $126.65 | +7.03% | 15 qtrssince 2019-Q1 | Increased 56 |
ISHARES MSCI USA QUALITY FACTOR ETF | 4.4M | $455.1M | 2.7% | $97.02 | +2.53% | 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 FACTOR ETF | 5.1M | $421.1M | 2.5% | $74.10 | -0.09% | 15 qtrssince 2019-Q1 | Increased 57 |
SCHWAB INTERNATIONAL EQUITY ETF | 14.4M | $404M | 2.4% | $15.02 | -17.15% | 15 qtrssince 2019-Q1 | Increased 64 |
VANGUARD SHORT-TERM CORPORATE BOND ETF | 4.4M | $329M | 2.0% | $67.42 | -5.06% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI INTL MOMENTUM FACTOR ETF | 11.2M | $300.7M | 1.8% | $26.93 | -11.72% | 15 qtrssince 2019-Q1 | Increased 54 |
iShares Trust CORE S&P500 ETF | 744,199 | $266.9M | 1.6% | $327.38 | +3.71% | 15 qtrssince 2019-Q1 | Increased 49 |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 2.4M | $246M | 1.5% | $96.98 | -2.45% | 11 qtrssince 2020-Q1 | Increased 59 |
ISHARES MSCI USA MIN VOL FACTOR ETF | 3.7M | $244.1M | 1.4% | $65.73 | -5.90% | 15 qtrssince 2019-Q1 | Increased 55 |
ISHARES MSCI INTL QUALITY FACTOR ETF | 8.5M | $235.6M | 1.4% | $27.95 | -9.96% | 15 qtrssince 2019-Q1 | Increased 52 |
VANGUARD CHARLOTTE FDS | 4.9M | $234M | 1.4% | $45.71 | -10.62% | 15 qtrssince 2019-Q1 | Increased 56 |
ISHARES MSCI INTL VALUE FACTOR ETF | 11.7M | $232M | 1.4% | $17.91 | -6.11% | 15 qtrssince 2019-Q1 | Increased 52 |
ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | 4.9M | $220.9M | 1.3% | $39.33 | +8.23% | 15 qtrssince 2019-Q1 | Increased 50 |
Microsoft Corp. | 887,586 | $206.7M | 1.2% | $185.89 | +21.25% | 15 qtrssince 2019-Q1 | Increased 49 |
ISHARES NATIONAL MUNI BOND ETF | 2M | $201.6M | 1.2% | $97.73 | -6.47% | 15 qtrssince 2019-Q1 | Increased 54 |
STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND 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 SHORT-TERM BOND ETF (4.6%), SCHX (4.1%), MTUM (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 134 new positions, 136 exits, 869 increased. Top move: SCHX (INCREASED, conviction 72). Portfolio: $16.8B across 1819 positions.
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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