MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q4 2023
Top Holdings2,007 positions
| 20.7M | $1.6B | 4.8% | — | — | 20 qtrssince 2019-Q1 | Increased 65 | |
iShares Core U.S. Aggregate Bond ETF | 15.1M | $1.5B | 4.5% | $88.97 | +1.00% | 20 qtrssince 2019-Q1 | Increased 66 |
VANGUARD S&P500 INDEX ETF | 3.2M | $1.4B | 4.3% | $373.93 | +12.92% | 20 qtrssince 2019-Q1 | Increased 66 |
DIMENSIONAL ETF TRUST | 40.8M | $1.2B | 3.6% | $25.69 | +10.62% | 11 qtrssince 2021-Q2 | Increased 69 |
iShares Edge MSCI USA Momentum Factor ETF | 6.7M | $1.1B | 3.2% | $132.28 | +16.11% | 20 qtrssince 2019-Q1 | Increased 60 |
Apple Inc | 4.3M | $819.2M | 2.5% | $135.10 | +40.79% | 20 qtrssince 2019-Q1 | Increased 58 |
DIMENSIONAL ETF TRUST | 20.2M | $750.1M | 2.3% | $31.77 | +12.11% | 7 qtrssince 2022-Q2 | Increased 62 |
VANGUARD FTSE DEV MKT ETF | 15M | $718.1M | 2.2% | $40.66 | +9.16% | 20 qtrssince 2019-Q1 | Increased 64 |
Vanguard Total International Bond ETF | 14.2M | $699.9M | 2.1% | $43.56 | +2.19% | 20 qtrssince 2019-Q1 | Increased 61 |
Microsoft Corp | 1.8M | $671.1M | 2.0% | $266.76 | +38.02% | 20 qtrssince 2019-Q1 | Increased 74 |
ISHARES TR | 8M | $623.4M | 1.9% | $68.10 | +9.81% | 20 qtrssince 2019-Q1 | Increased 55 |
DIMENSIONAL ETF TRUST | 19.3M | $552.6M | 1.7% | $25.05 | +10.94% | 6 qtrssince 2022-Q3 | Increased 57 |
SPDR S&P 500 ETF Trust | 1.2M | $551.5M | 1.7% | $421.24 | +9.26% | 20 qtrssince 2019-Q1 | Increased 80 |
ISHARES TR | 5M | $522.4M | 1.6% | $96.85 | +2.49% | 16 qtrssince 2020-Q1 | Increased 50 |
iShares MSCI Intl Momentum Factor ETF | 15M | $513.2M | 1.5% | $27.51 | +14.26% | 20 qtrssince 2019-Q1 | Increased 52 |
DIMENSIONAL ETF TRUST | 19.2M | $490.8M | 1.5% | $21.96 | +7.91% | 5 qtrssince 2022-Q4 | Increased 59 |
ISHARES TR | 4.5M | $485.4M | 1.5% | $96.86 | +3.28% | 20 qtrssince 2019-Q1 | Increased 54 |
Eli Lilly & Co | 699,488 | $407.7M | 1.2% | $523.96 | +9.18% | 20 qtrssince 2019-Q1 | Increased 79 |
Vanguard Small-Cap ETF | 1.8M | $382.9M | 1.2% | $184.20 | +11.57% | 20 qtrssince 2019-Q1 | Increased 57 |
DIMENSIONAL ETF TRUST | 10.4M | $358.9M | 1.1% | $28.45 | +10.13% | 10 qtrssince 2021-Q3 | Increased 55 |
MERCER GLOBAL ADVISORS INC /ADV manages $33.2B across 2007 positions as of Q4 2023. Top holdings: Vanguard Short-Term Bond ETF (4.8%), AGG (4.5%), VOO (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 184 new positions, 129 exits, 941 increased. Top move: SPY (INCREASED, conviction 80). Portfolio: $33.2B across 2007 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
Verify source filings on SEC EDGAR