MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,930 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 11.5M | $867.2M | 4.3% | — | — | 16 qtrssince 2019-Q1 | Increased 65 | |
ISHARES MSCI USA MOMENTUM FA | 5.4M | $781.2M | 3.9% | $131.02 | +7.83% | 16 qtrssince 2019-Q1 | Increased 61 |
SCHWAB US LARGE-CAP ETF | 15.8M | $713.7M | 3.6% | $15.70 | -7.89% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 4.9M | $475.2M | 2.4% | $93.63 | -9.16% | 16 qtrssince 2019-Q1 | Increased 58 |
ISHARES MSCI USA QUALITY FAC | 4.1M | $467.7M | 2.3% | $97.69 | +12.77% | 16 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.6M | $467.1M | 2.3% | $127.21 | +0.35% | 16 qtrssince 2019-Q1 | Increased 58 |
SCHWAB INTL EQUITY ETF | 14.1M | $453.9M | 2.3% | $15.19 | -3.77% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI USA VALUE FACTO | 4.8M | $440.6M | 2.2% | $74.48 | +12.92% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES SHORT-TERM NATIONAL | 3.5M | $369.1M | 1.8% | $96.81 | -0.36% | 12 qtrssince 2020-Q1 | Increased 67 |
ISHARES TR | 11.9M | $365.8M | 1.8% | $27.38 | +1.97% | 16 qtrssince 2019-Q1 | Increased 52 |
ISHARES EDGE MSCI MIN VOL US | 4.2M | $306.4M | 1.5% | $66.97 | +2.28% | 16 qtrssince 2019-Q1 | Increased 56 |
VANGUARD S/T CORP BOND ETF | 4M | $301.1M | 1.5% | $67.42 | -3.11% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 848,815 | $298.2M | 1.5% | $338.00 | -0.25% | 16 qtrssince 2019-Q1 | Increased 79 |
VANGUARD TOTAL INTL BOND ETF | 6M | $284.2M | 1.4% | $45.07 | -8.74% | 16 qtrssince 2019-Q1 | Increased 59 |
SPDR BLOOMBERG 1-3 MONTH T-B | 2.9M | $263.9M | 1.3% | $77.26 | +0.80% | 16 qtrssince 2019-Q1 | Increased 66 |
DIMENSIONAL US MARKETWIDE VA | 7.8M | $261.9M | 1.3% | $30.06 | +5.74% | 3 qtrssince 2022-Q2 | Increased 60 |
ISHARES TR | 11.3M | $260.9M | 1.3% | $18.30 | +11.04% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI INTERNATIONAL Q | 8M | $258.4M | 1.3% | $28.44 | +5.70% | 16 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL US CORE EQUITY 2 | 10.3M | $250.3M | 1.3% | $24.15 | -2.87% | 7 qtrssince 2021-Q2 | Increased 76 |
ISHARES MSCI USA SMALL-CAP M | 4.9M | $245.7M | 1.2% | $39.68 | +20.37% | 16 qtrssince 2019-Q1 | Increased 48 |
MERCER GLOBAL ADVISORS INC /ADV manages $20B across 1930 positions as of Q4 2022. Top holdings: VANGUARD BD INDEX FDS (4.3%), MTUM (3.9%), SCHX (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 213 new positions, 102 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
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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