MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,952 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 18.8M | $1.4B | 5.4% | — | — | 19 qtrssince 2019-Q1 | Increased 70 | |
ISHARES TR | 13.4M | $1.3B | 4.8% | $88.86 | -5.27% | 19 qtrssince 2019-Q1 | Increased 72 |
VANGUARD S&P 500 ETF | 2.9M | $1.1B | 4.3% | $368.62 | +3.45% | 19 qtrssince 2019-Q1 | Increased 74 |
ISHARES MSCI USA MOMENTUM FA | 6.5M | $914.4M | 3.5% | $132.10 | +3.71% | 19 qtrssince 2019-Q1 | Increased 61 |
DIMENSIONAL US CORE EQUITY 2 | 34.5M | $904.2M | 3.4% | $25.19 | +1.49% | 10 qtrssince 2021-Q2 | Increased 69 |
APPLE INC | 4M | $679.6M | 2.6% | $131.58 | +28.39% | 19 qtrssince 2019-Q1 | Increased 54 |
VANGUARD TOTAL INTL BOND ETF | 12.7M | $606.2M | 2.3% | $43.67 | -3.89% | 19 qtrssince 2019-Q1 | Increased 65 |
DIMENSIONAL US MARKETWIDE VA | 17.7M | $602.1M | 2.3% | $31.46 | +4.20% | 6 qtrssince 2022-Q2 | Increased 62 |
VANGUARD FTSE DEVELOPED ETF | 12.6M | $550.9M | 2.1% | $40.12 | +0.64% | 19 qtrssince 2019-Q1 | Increased 66 |
ISHARES EDGE MSCI MIN VOL US | 7.2M | $519.1M | 2.0% | $68.01 | +2.49% | 19 qtrssince 2019-Q1 | Increased 57 |
ISHARES SHORT-TERM NATIONAL | 4.9M | $503M | 1.9% | $96.82 | -0.61% | 15 qtrssince 2020-Q1 | Increased 53 |
ISHARES TR | 14.3M | $449.1M | 1.7% | $27.69 | +4.32% | 19 qtrssince 2019-Q1 | Increased 53 |
DIMENSIONAL ETF TRUST | 16.8M | $430.4M | 1.6% | $24.61 | +1.58% | 5 qtrssince 2022-Q3 | Increased 58 |
ISHARES NATIONAL MUNI BOND E | 4.1M | $417.5M | 1.6% | $96.55 | -2.93% | 19 qtrssince 2019-Q1 | Increased 59 |
MICROSOFT CORP | 1.2M | $380.5M | 1.4% | $218.92 | +41.82% | 19 qtrssince 2019-Q1 | Increased 58 |
DIMENSIONAL ETF TRUST | 16M | $373.9M | 1.4% | $21.88 | +0.26% | 4 qtrssince 2022-Q4 | Increased 59 |
ISHARES MSCI USA QUALITY FAC | 2.7M | $349.6M | 1.3% | $97.69 | +31.72% | 19 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL INTERNATIONAL VA | 9.3M | $303.9M | 1.2% | $28.67 | +4.96% | 9 qtrssince 2021-Q3 | Increased 58 |
VANGUARD SMALL-CAP VIPERS | 1.5M | $292.7M | 1.1% | $181.54 | +0.79% | 19 qtrssince 2019-Q1 | Increased 59 |
ISHARES MSCI USA VALUE FACTO | 3.2M | $291.5M | 1.1% | $74.48 | +14.96% | 19 qtrssince 2019-Q1 | Decreased 0 |
MERCER GLOBAL ADVISORS INC /ADV manages $26.3B across 1952 positions as of Q3 2023. Top holdings: VANGUARD BD INDEX FDS (5.4%), AGG (4.8%), VOO (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 178 new positions, 142 exits, 846 increased. Top move: VOO (INCREASED, conviction 74). Portfolio: $26.3B across 1952 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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