MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q4 2021
Top Holdings1,795 positions
| 7.9M | $638M | 3.9% | — | — | 12 qtrssince 2019-Q1 | Increased 75 | |
iShares Edge MSCI USE Quality Factor ETF | 3.7M | $536.7M | 3.3% | $95.11 | +44.81% | 12 qtrssince 2019-Q1 | Increased 60 |
iShares Edge MSCI USA Momentum Factor ETF | 2.9M | $533.8M | 3.3% | $127.71 | +34.82% | 12 qtrssince 2019-Q1 | Increased 66 |
Schwab US Large-Cap ETF | 4.5M | $513.4M | 3.2% | $15.52 | +15.00% | 12 qtrssince 2019-Q1 | Increased 77 |
iShares Core U.S. Aggregate Bond ETF | 4.2M | $477.9M | 3.0% | $95.85 | +2.02% | 12 qtrssince 2019-Q1 | Increased 66 |
Apple Inc | 2.6M | $469.3M | 2.9% | $121.69 | +42.54% | 12 qtrssince 2019-Q1 | Increased 56 |
iShares Edge MSCI USE Value Factor ETF | 4.2M | $463.4M | 2.9% | $72.51 | +33.44% | 12 qtrssince 2019-Q1 | Increased 61 |
VANGUARD SHORT-TERM CORP BOND ETF | 4.7M | $378.5M | 2.3% | $67.43 | +2.63% | 12 qtrssince 2019-Q1 | Decreased 0 |
iShares Core S&P 500 ETF | 725,751 | $346.2M | 2.1% | $326.15 | +36.86% | 12 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 8.8M | $342.4M | 2.1% | $15.86 | +7.51% | 12 qtrssince 2019-Q1 | Increased 69 |
ISHARES TR | 6.6M | $261.5M | 1.6% | $27.97 | +24.86% | 12 qtrssince 2019-Q1 | Increased 53 |
Microsoft Corp | 756,878 | $254.6M | 1.6% | $171.80 | +88.22% | 12 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 4.4M | $250.1M | 1.5% | $38.36 | +40.79% | 12 qtrssince 2019-Q1 | Increased 52 |
iShares MSCI Intl Momentum Factor ETF | 6.3M | $237.9M | 1.5% | $27.22 | +21.90% | 12 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 9.3M | $236.6M | 1.5% | $17.69 | +19.79% | 12 qtrssince 2019-Q1 | Increased 53 |
SPDR SER TR | 4.8M | $235.5M | 1.5% | $44.42 | +1.98% | 12 qtrssince 2019-Q1 | Increased 50 |
SPDR S&P 500 ETF Trust | 480,968 | $228.4M | 1.4% | $345.07 | +29.19% | 12 qtrssince 2019-Q1 | Increased 49 |
DIMENSIONAL ETF TRUST | 3.8M | $194.6M | 1.2% | $44.25 | +10.44% | 3 qtrssince 2021-Q2 | Decreased 0 |
ISHARES TR | 1.7M | $192.1M | 1.2% | $98.88 | +3.44% | 12 qtrssince 2019-Q1 | Increased 55 |
Vanguard Total International Bond ETF | 3.4M | $190M | 1.2% | $47.09 | -0.39% | 12 qtrssince 2019-Q1 | Increased 64 |
MERCER GLOBAL ADVISORS INC /ADV manages $16.2B across 1795 positions as of Q4 2021. Top holdings: Vanguard Short-Term Bond ETF (3.9%), QUAL (3.3%), MTUM (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 134 new positions, 93 exits, 962 increased. Top move: SCHX (INCREASED, conviction 77). Portfolio: $16.2B across 1795 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