MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,952 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 29.1M | $2.3B | 5.4% | — | — | 23 qtrssince 2019-Q1 | Increased 71 | |
ISHARES TR | 22.5M | $2.3B | 5.3% | $89.72 | +4.72% | 23 qtrssince 2019-Q1 | Increased 72 |
VANGUARD S&P 500 ETF | 4.2M | $2.2B | 5.1% | $400.05 | +29.32% | 23 qtrssince 2019-Q1 | Increased 65 |
DIMENSIONAL US CORE EQUITY 2 | 50.1M | $1.7B | 4.0% | $26.89 | +25.46% | 14 qtrssince 2021-Q2 | Increased 62 |
ISHARES MSCI USA MOMENTUM FA | 7.9M | $1.6B | 3.7% | $141.29 | +41.06% | 23 qtrssince 2019-Q1 | Increased 61 |
DIMENSIONAL US MARKETWIDE VA | 35.3M | $1.5B | 3.4% | $35.37 | +15.16% | 10 qtrssince 2022-Q2 | Increased 70 |
DIMENSIONAL ETF TRUST | 37.8M | $1.3B | 3.0% | $28.49 | +17.55% | 9 qtrssince 2022-Q3 | Increased 66 |
VANGUARD FTSE DEVELOPED ETF | 21.6M | $1.1B | 2.7% | $43.12 | +17.01% | 23 qtrssince 2019-Q1 | Increased 61 |
VANGUARD TOTAL INTL BOND ETF | 21.6M | $1.1B | 2.5% | $44.33 | +4.37% | 23 qtrssince 2019-Q1 | Increased 64 |
MICROSOFT CORP | 2.2M | $920.3M | 2.2% | $297.44 | +42.56% | 23 qtrssince 2019-Q1 | Increased 57 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.5M | $860.6M | 2.0% | $486.25 | +15.77% | 23 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 19.5M | $781.7M | 1.8% | $29.95 | +26.25% | 23 qtrssince 2019-Q1 | Increased 54 |
SPDR BLOOMBERG 1-3 MONTH T-B | 8.4M | $763.8M | 1.8% | $84.39 | +0.70% | 23 qtrssince 2019-Q1 | Increased 81 |
DIMENSIONAL INTERNATIONAL VA | 19.4M | $734.4M | 1.7% | $31.78 | +15.25% | 13 qtrssince 2021-Q3 | Increased 58 |
DIMENSIONAL ETF TRUST | 25.7M | $720.7M | 1.7% | $23.21 | +17.33% | 8 qtrssince 2022-Q4 | Increased 55 |
ISHARES NATIONAL MUNI BOND E | 6.4M | $700.2M | 1.6% | $97.86 | +4.48% | 23 qtrssince 2019-Q1 | Increased 53 |
ISHARES SHORT-TERM NATIONAL | 6.3M | $669.7M | 1.6% | $97.44 | +4.02% | 19 qtrssince 2020-Q1 | Increased 52 |
ELI LILLY & CO | 702,834 | $621.6M | 1.5% | $529.73 | +64.93% | 23 qtrssince 2019-Q1 | Increased 50 |
DIMENSIONAL ETF TRUST | 22.1M | $610.6M | 1.4% | $24.48 | +10.50% | 9 qtrssince 2022-Q3 | Increased 62 |
NVIDIA CORP | 5.1M | $594.3M | 1.4% | $116.51 | +4.17% | 23 qtrssince 2019-Q1 | Increased 57 |
MERCER GLOBAL ADVISORS INC /ADV manages $42.7B across 1952 positions as of Q3 2024. Top holdings: VANGUARD BD INDEX FDS (5.4%), AGG (5.3%), VOO (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 112 new positions, 128 exits, 1013 increased. Top move: BIL (INCREASED, conviction 81). Portfolio: $42.7B 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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Top Losers
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