Mariner, LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings1,034 positions
iShares Core S&P 500 ETF | 1.6M | $441.3M | 6.3% | $226.24 | +11.96% | 2 qtrssince 2018-Q4 | Increased 68 |
iShares MSCI EAFE ETF | 2.8M | $182.7M | 2.6% | $47.58 | +10.32% | 2 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 2.3M | $132.6M | 1.9% | $46.03 | +12.37% | 2 qtrssince 2018-Q4 | Increased 49 |
Schwab US Large-Cap ETF | 1.6M | $110.1M | 1.6% | $8.98 | +12.42% | 2 qtrssince 2018-Q4 | Increased 52 |
Apple Inc | 663,367 | $103.5M | 1.5% | $39.36 | +14.90% | 2 qtrssince 2018-Q4 | Increased 61 |
SCHWAB STRATEGIC TR | 1.2M | $95.1M | 1.4% | $8.41 | +13.54% | 2 qtrssince 2018-Q4 | Increased 53 |
VANGUARD FTSE DEV MKT ETF | 2.3M | $92.8M | 1.3% | $29.94 | +9.36% | 2 qtrssince 2018-Q4 | Increased 53 |
SCHWAB STRATEGIC TR | 2.9M | $89.4M | 1.3% | $11.67 | +8.25% | 2 qtrssince 2018-Q4 | Increased 57 |
Microsoft Corp | 887,985 | $84.3M | 1.2% | $98.18 | +12.17% | 2 qtrssince 2018-Q4 | Increased 60 |
ISHARES CORE MSCI EAFE ETF | 1.4M | $83.4M | 1.2% | $45.30 | +8.04% | 2 qtrssince 2018-Q4 | Increased 60 |
Visa Inc | 563,248 | $77.7M | 1.1% | $130.53 | +13.48% | 2 qtrssince 2018-Q4 | Increased 60 |
iShares Russell 2000 ETF | 476,936 | $73M | 1.0% | $122.69 | +13.69% | 2 qtrssince 2018-Q4 | Increased 50 |
Vanguard Value ETF | 655,084 | $70.5M | 1.0% | $81.65 | +9.52% | 2 qtrssince 2018-Q4 | Increased 52 |
Procter & Gamble Co/The | 670,172 | $69.3M | 1.0% | $75.76 | +13.42% | 2 qtrssince 2018-Q4 | Increased 44 |
SPDR S&P 500 ETF Trust | 580,087 | $69.3M | 1.0% | $240.30 | +5.36% | 2 qtrssince 2018-Q4 | Increased 67 |
iShares Core U.S. Aggregate Bond ETF | 625,803 | $68.3M | 1.0% | $86.29 | +1.87% | 2 qtrssince 2018-Q4 | Increased 59 |
Johnson & Johnson | 571,305 | $65.2M | 0.9% | $106.31 | +7.02% | 2 qtrssince 2018-Q4 | Increased 51 |
Invesco FTSE RAFI US 1500 Small-Mid ETF | 500,157 | $63.8M | 0.9% | $20.67 | +12.41% | 2 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc | 310,668 | $62.7M | 0.9% | $217.69 | -0.30% | 2 qtrssince 2018-Q4 | Increased 50 |
ISHARES RUSSELL 1000 VALUE E | 509,153 | $62.1M | 0.9% | $95.09 | +11.42% | 2 qtrssince 2018-Q4 | Increased 43 |
Mariner, LLC manages $7B across 1034 positions as of Q1 2019. Top holdings: IVV (6.3%), EFA (2.6%), USMV (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 250 new positions, 65 exits, 532 increased. Top move: IVV (INCREASED, conviction 68). Portfolio: $7.0B across 1034 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR