MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,930 positions
| 11.5M | $867.2M | 4.3% | — | — | 16 qtrssince 2019-Q1 | Increased 65 | |
iShares Edge MSCI USA Momentum Factor ETF | 5.4M | $781.2M | 3.9% | $130.34 | +7.96% | 16 qtrssince 2019-Q1 | Increased 61 |
Schwab US Large-Cap ETF | 15.8M | $713.7M | 3.6% | $15.06 | -4.48% | 16 qtrssince 2019-Q1 | Decreased 0 |
iShares Core U.S. Aggregate Bond ETF | 4.9M | $475.2M | 2.4% | $93.63 | -9.16% | 16 qtrssince 2019-Q1 | Increased 58 |
iShares Edge MSCI USE Quality Factor ETF | 4.1M | $467.7M | 2.3% | $97.02 | +12.87% | 16 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 3.6M | $467.1M | 2.3% | $126.73 | +0.73% | 16 qtrssince 2019-Q1 | Increased 58 |
SCHWAB STRATEGIC TR | 14.1M | $453.9M | 2.3% | $15.02 | -3.30% | 16 qtrssince 2019-Q1 | Decreased 0 |
iShares Edge MSCI USE Value Factor ETF | 4.8M | $440.6M | 2.2% | $74.10 | +12.08% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.5M | $369.1M | 1.8% | $96.81 | -0.36% | 12 qtrssince 2020-Q1 | Increased 67 |
iShares MSCI Intl Momentum Factor ETF | 11.9M | $365.8M | 1.8% | $26.97 | +2.34% | 16 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 4.2M | $306.4M | 1.5% | $66.00 | +2.70% | 16 qtrssince 2019-Q1 | Increased 56 |
VANGUARD SHORT-TERM CORP BOND ETF | 4M | $301.1M | 1.5% | $67.42 | -3.11% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P500 INDEX ETF | 848,815 | $298.2M | 1.5% | $334.43 | -0.05% | 16 qtrssince 2019-Q1 | Increased 79 |
Vanguard Total International Bond ETF | 6M | $284.2M | 1.4% | $44.84 | -8.74% | 16 qtrssince 2019-Q1 | Increased 59 |
SPDR Bloomberg 1-3 Month T-Bill ETF | 2.9M | $263.9M | 1.3% | $76.81 | +0.80% | 16 qtrssince 2019-Q1 | Increased 66 |
DIMENSIONAL ETF TRUST | 7.8M | $261.9M | 1.3% | $29.74 | +5.73% | 3 qtrssince 2022-Q2 | Increased 60 |
ISHARES TR | 11.3M | $260.9M | 1.3% | $17.91 | +11.57% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 8M | $258.4M | 1.3% | $27.95 | +5.94% | 16 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 10.3M | $250.3M | 1.3% | $24.09 | -3.28% | 7 qtrssince 2021-Q2 | Increased 76 |
ISHARES TR | 4.9M | $245.7M | 1.2% | $39.35 | +20.51% | 16 qtrssince 2019-Q1 | Increased 48 |
MERCER GLOBAL ADVISORS INC /ADV manages $20B across 1930 positions as of Q4 2022. Top holdings: Vanguard Short-Term Bond ETF (4.3%), MTUM (3.9%), SCHX (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 214 new positions, 103 exits, 898 increased. Top move: VOO (INCREASED, conviction 79). Portfolio: $20.0B across 1930 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR