MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q4 2023
Top Holdings2,007 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 20.7M | $1.6B | 4.8% | — | — | 20 qtrssince 2019-Q1 | Increased 65 | |
ISHARES TR | 15.1M | $1.5B | 4.5% | $88.97 | +1.00% | 20 qtrssince 2019-Q1 | Increased 66 |
VANGUARD S&P 500 ETF | 3.2M | $1.4B | 4.3% | $375.39 | +13.45% | 20 qtrssince 2019-Q1 | Increased 66 |
DIMENSIONAL US CORE EQUITY 2 | 40.8M | $1.2B | 3.6% | $25.72 | +11.29% | 11 qtrssince 2021-Q2 | Increased 69 |
ISHARES MSCI USA MOMENTUM FA | 6.7M | $1.1B | 3.2% | $132.75 | +16.16% | 20 qtrssince 2019-Q1 | Increased 60 |
APPLE INC | 4.3M | $819.2M | 2.5% | $135.51 | +40.37% | 20 qtrssince 2019-Q1 | Increased 58 |
DIMENSIONAL US MARKETWIDE VA | 20.2M | $750.1M | 2.3% | $32.01 | +12.46% | 7 qtrssince 2022-Q2 | Increased 62 |
VANGUARD FTSE DEVELOPED ETF | 15M | $718.1M | 2.2% | $40.86 | +9.66% | 20 qtrssince 2019-Q1 | Increased 64 |
VANGUARD TOTAL INTL BOND ETF | 14.2M | $699.9M | 2.1% | $43.78 | +2.19% | 20 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 1.8M | $671.1M | 2.0% | $268.16 | +38.17% | 20 qtrssince 2019-Q1 | Increased 74 |
ISHARES EDGE MSCI MIN VOL US | 8M | $623.4M | 1.9% | $68.79 | +9.86% | 20 qtrssince 2019-Q1 | Increased 55 |
DIMENSIONAL ETF TRUST | 19.3M | $552.6M | 1.7% | $25.06 | +11.66% | 6 qtrssince 2022-Q3 | Increased 57 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.2M | $551.5M | 1.7% | $424.20 | +9.34% | 20 qtrssince 2019-Q1 | Increased 80 |
ISHARES SHORT-TERM NATIONAL | 5M | $522.4M | 1.6% | $96.85 | +2.49% | 16 qtrssince 2020-Q1 | Increased 50 |
ISHARES TR | 15M | $513.2M | 1.5% | $27.89 | +14.04% | 20 qtrssince 2019-Q1 | Increased 52 |
DIMENSIONAL ETF TRUST | 19.2M | $490.8M | 1.5% | $22.26 | +8.48% | 5 qtrssince 2022-Q4 | Increased 59 |
ISHARES NATIONAL MUNI BOND E | 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 VIPERS | 1.8M | $382.9M | 1.2% | $185.11 | +12.10% | 20 qtrssince 2019-Q1 | Increased 57 |
DIMENSIONAL INTERNATIONAL VA | 10.4M | $358.9M | 1.1% | $29.03 | +10.27% | 10 qtrssince 2021-Q3 | Increased 55 |
MERCER GLOBAL ADVISORS INC /ADV manages $33.2B across 2007 positions as of Q4 2023. Top holdings: VANGUARD BD INDEX FDS (4.8%), AGG (4.5%), VOO (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 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
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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